Luca Solca

Luca Solca, a senior research analyst at Bernstein specializing in luxury goods, joins Imran Amed, founder of The Business of Fashion, for a riveting discussion. They cover how the luxury market is grappling with economic uncertainties, especially in China. The duo highlights the need for brands to innovate amid consumer pushback against high prices. They stress the importance of aligning creative and business leadership to navigate shifts in consumer behavior, particularly among younger generations craving authenticity in luxury.

Luca Solca, a senior luxury goods analyst at Bernstein, dives into the latest trends in luxury brands such as LVMH, Kering, and Prada. He discusses the modest recovery in demand driven by the US and China, highlighting risks in consumer confidence and real estate. Luca evaluates Jonathan Anderson’s commercial creativity at Dior and praises Kering's strategic shifts under Luca De Meo. He shares insights on potential M&A moves, the roles of luxury icons like Hermès, and expresses cautious optimism for market growth through 2026.

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.