Fashion People
Nike x Skims and Luxury’s Upswing
Feb 18, 2025
Luca Solca, a Bernstein analyst with deep expertise in luxury market trends, joins to unveil the shifting landscape of high-end fashion. They dissect LVMH’s strategy of pruning its portfolio, including recent exits like Stella McCartney. The conversation dives into Gucci's leadership challenges and Richemont's strength in fine jewelry. The excitement of Nike's collaboration with Skims and Estee Lauder's surprising exit adds to the drama, showcasing a luxury market that's both vibrant and volatile.
40:40
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Quick takeaways
- Nike's partnership with Skims signifies a strategic collaboration that reflects evolving consumer preferences in the intersection of sports and luxury fashion.
- The financial struggles of Gucci highlight the critical need for strong leadership to rejuvenate brand excitement amidst shifting consumer dynamics.
Deep dives
The Trends in Fashion Earnings
Earnings season reveals significant trends in the fashion industry, highlighting the performance of major players like LVMH, Kering, and Hermès. Analysts note a cyclical rebound, with expectations of improvement in sales as early as the end of 2025. Brands like Montclair and Gucci face distinct challenges: Montclair has successfully resonated with Chinese consumers through effective branding, while Gucci struggles to maintain excitement after leadership changes. Overall, the market shows signs of recovery, with various brands reporting positive growth figures despite underlying complexities.
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