Fashion People In Phoebe We Trust
Aug 5, 2025
Luca Solca, a Bernstein analyst specializing in luxury markets, discusses the latest earnings trends, focusing on consumer behaviors and the rise of the secondhand market. He analyzes major players like Prada and LVMH amid shifting pricing strategies. Stylist Sarah de Mavaleix shares her insights on Phoebe Philo's groundbreaking Collection D, which is viewed as a pivotal moment in fashion, challenging traditional notions of femininity and identity. Together, they explore the evolving landscape of luxury fashion and the innovative visionaries shaping its future.
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Luxury Industry's Current Struggles
- The luxury industry struggles mainly due to weak Chinese consumer demand and uncertain global trade.
- Luxury brands face a divide between 'soft' and 'hard' luxury segments during this downturn.
Balancing Luxury Price Tiers
- Moving upmarket can benefit luxury brands but risks alienating mid-level consumers.
- Brands must balance high-end growth with accessible entry-level products to maintain revenue.
Impact of Secondhand Luxury Market
- Secondhand markets offer consumers more affordable entry points to luxury goods, especially watches and handbags.
- The availability of high-quality pre-owned products influences consumer purchasing decisions.
