Chris Davies

Chris Davies, an investment manager at Baillie Gifford, dives into Moncler's captivating journey from mountaineering gear to luxury fashion monument. He discusses how Remo Ruffini transformed the brand with iconic puffer jackets and strategic expansions. The conversation explores market dynamics, including competition with Canada Goose and maintaining quality in craftsmanship. Davies also highlights Moncler's innovative marketing and their recent Stone Island acquisition, shedding light on brand integrity and navigating supply risks in the ever-evolving luxury landscape.