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.
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Moncler's China Success
- Moncler's success in China is attributed to its brand relevance and Genius event in Shanghai.
- Chinese consumers' love for the outdoors aligns with Moncler's image.
Gucci's Creative Director Challenge
- Gucci's struggles are evident in its declining sales, indicating its current strategy isn't working.
- They seek a creative director who can balance elegance with excitement and a fashion twist.
Gucci Needs a Heavyweight
- Gucci needs a heavyweight creative director who is immediately available to revive the brand quickly.
- Names like Hedi Slimane and John Galliano are mentioned as potential candidates.