The Intrinsic Value Podcast - The Investor’s Podcast Network TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley
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Mar 30, 2025 Dive into the world of Moncler, an icon of luxury outerwear known for its stylish puffer jackets and strategic market expansions. Discover how its direct-to-consumer approach is crucial for profitability and brand image. The hosts explore the brand's impressive transformation from a niche skiwear company to a global fashion powerhouse, detailing the importance of collaborations and exclusivity. Learn about its innovative projects, competitive positioning against rivals, and future growth opportunities in the ever-evolving luxury landscape.
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Brother's Influence
- Daniel Mahncke's brother, a fashion enthusiast, introduced him to Moncler.
- This sparked Daniel's interest in luxury brands, despite not being the target audience.
Luxury Paradox
- Luxury brands defy economic logic by raising prices to increase demand.
- Moncler balances exclusivity with quality, appealing to status and craftsmanship.
Moncler's Origins
- Moncler, founded in 1952, started by producing outdoor gear for French Alps workers.
- The brand evolved when Remo Ruffini revived it from near-bankruptcy in 2003.
