What’s the future like at Kering?

A few days ago Equita, the independent Italian investment bank, disclosed an interesting analysis on Kering: – Rating “buy” – The stock trades at 16x times earnings vs the 24x times of the competitors for 2020 – Return on invested capital is higher than peers thanks to increasing profitability due to past years Gucci relaunch – Gucci has … Leggi tutto

Why Richemont has the highest potential, if only…

Richemont reported a strong set of results for the 2019 financial year, with group sales increasing 27% to €13.989 million from €11 million in 2018 Richemont reported strong growth for the 2019 financial year, with group revenues increasing 27% to €13.989 million from €11 million in 2018. It’s a group with a very high potential … Leggi tutto

Gucci: from David Bowie to Renato Zero

In 2013 Gucci, under #FridaGiannini,  sponsored the David Bowie exhibition at the V&A in London. The creative designer said “Bowie unapologetic androgyny helped women to convey masculine energy without compromising  feminine and elegant sensuality”. As per Esquire “David Bowie wore whatever he damned well pleased” and he never stopped being a rockstar even going through dramatic … Leggi tutto

LVMH Fashion and Luxury Strategy Up to the Next Era

While competitors are “stuck” in their success and troubles, LVMH seems to be speeding up on a series of crucial decisions. – Balance geo-distribution of the business: Rihanna #Fenty is certainly not aimed at conquering China, but the USA, same as Virgil Abloh Louis Vuitton. These are big catalysts for the black community which represents a relevant market … Leggi tutto

How LVMH is disrupting the #fashionindustry thanks to #Rihanna for #Fenty

1. Timing. “As a consumer, I hate seeing something on the runway and then having to wait six months for it” 2. Investing in #women in #fashionbusiness 3. #ecommerce only 4. Fashion for #realpeople “Women are forces of this earth. We are multifaceted, complex, vulnerable yet bulletproof, and FENTY speaks to all of our intricacies” 5. The Person and the Brand. “Rihanna … Leggi tutto

10 Jack Welch Quotes perfect for #fashionindustry

1. It’s a marathon, it’s not a sprint. Ten years. Fifteen years. You’ve got to get up everyday, with a new idea, a new spin, and you’ve got to bring it to work, every day 2. CEOs can talk and blab each day about culture, but the employees all know who the jerks are. They could … Leggi tutto

The Rihanna Effect

LVMH recently announced the creation of the #Fenty brand under the group umbrella. Rihanna is a Barbadian singer and business woman whose full name is Robyn Rihanna #Fenty. She has more than 70 million followers on Instagram and sold more than 250 million records worldwide up to 2018. Rihanna is well known for her music and fashion style. During … Leggi tutto

Dear Prada Group, Where Are You?

Yesterday (night for Europe) Prada showed a beautiful Cruise collection in New York, with a very interesting message behind. “This show is all about simplicity — naïve, cotton, simple. So the opposite of a big deal. Because I think that sometimes, all of us, [with the itinerant shows] there’s a competition for who does more … Leggi tutto

Boston Consulting Group (BCG) and Altagamma 12 Key Luxury Trends

The recent survey issued on April 17th highlights very interesting trends. – 75% of the 2018-25 market growth expected to come from Chinese True-Luxury consumers – Gen Z represents today only ~4% of personal luxury, but have a clearly different set of behaviors & values 12 Key Trends 1. Strong purchase interest in buying brand collaborations. The … Leggi tutto

Christian Dior Couture for Yves Saint Laurent

It was pretty unusual to see Christian Dior Couture organizing an event in the Moroccan city beloved by Yves Saint Laurent. Instead of Saint Laurent itself. While the Kering owned French brand is focusing on a contemporary look and feel without looking too much at its founder past and heritage, rival LVMH owned brand Dior took advantage … Leggi tutto