Recorded on 06/03/25
Burberry's Roadmap to Reconnect Their Core. In this episode, we explore the pillars of the Burberry Forward strategy launched in November, diving into how CEO Joshua Schulman is realigning the brand around its core codes, such as the iconic trench, check pattern, and outerwear legacy. The discussion covers how Burberry is refining its product tiers—from good to better to best—and how it is navigating tariff-driven pricing pressure, particularly in the U.S. market. Schulman also shares perspectives on the brand’s innovation pipeline, category priorities, and selective wholesale rationalization, offering a look into how Burberry aims to protect its luxury equity while responding to shifting global dynamics.
https://go.td.com/PodcastDisclosure
TD Cowen Insights