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July 31, 2026 - BY Glossy
Luxury Briefing: Luxury’s recovery has a value-for-money problem
In this week's Luxury Briefing, I take a deep dive into the most significant group of earnings from recent months from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein's Luca Solca. It seems like as brands are adjusting to slow growth, they're trying to meet customers at all price points, not always successfully. Also, how Frasers is buying up, or buying into more of the U.K. luxury space, and what Arnault said on X in reply to the Le Monde investigation.
July 31, 2026 - BY Glossy