Market Pulse

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Reinventing Luxury Retail for the Post-Pandemic Era

8 June 2021 • By Pierre Mallevays

With e-commerce set to become the leading channel for luxury sales, brands must rethink their stores to make sure they remain relevant and profitable, writes Pierre Mallevays.

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Reinventing Luxury Retail for the Post-Pandemic Era

With e-commerce set to become the leading channel for luxury sales, brands must rethink their stores to make sure they remain relevant and profitable, writes Pierre Mallevays.

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Are Luxury Brands Pushing Too Many Collaborations?

11 May 2021 • By Pierre Mallevays

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Are Luxury Brands Pushing Too Many Collaborations?

In April, luxury brands went crazy for collaborations while some of Italy’s fashion titans more openly embraced the idea of an Italian luxury champion to rival LVMH and Kering, writes Pierre Mallevays in this month’s Market Pulse.

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Is Sustainability Compatible With Growth?

16 April 2021 • By Pierre Mallevays

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Is Sustainability Compatible With Growth?

The luxury sector has put sustainability centre stage but has yet to resolve the underlying tension between what is good for the world and what is good for shareholders.

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Vaccine Optimism Boosts Luxury

9 March 2021 • By Pierre Mallevays

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Vaccine Optimism Boosts Luxury

Data from an Israeli study that showed vaccines’ effectiveness is curbing the coronavirus pandemic gave luxury shares a welcome shot in the arm this month.

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Luxury Dampened by Extended Lockdowns

5 February 2021 • By Pierre Mallevays

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Luxury Dampened by Extended Lockdowns

The sector is keen to put the events of 2020 behind it, but the gargantuan task of vaccinating the world — combined with concerns about new Covid variants — has poured cold water over investor sentiment.

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Luxury Ends 2020 on a Positive Note

7 January 2021 • By Pierre Mallevays

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Luxury Ends 2020 on a Positive Note

The SLI ended both the month and the year in positive territory, virtually against all odds given the impossibly unpredictable trading environment.

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Luxury Gets Vaccine Boost

7 December 2020 • By Pierre Mallevays

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Luxury Gets Vaccine Boost

A series of strong trading results further fuelled optimism in November, but investors would be wise to remain cautious as the pandemic remains a destabilising force.

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Luxury Sector Recovers in Time for Second Lockdown

5 November 2020 • By Pierre Mallevays

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Luxury Sector Recovers in Time for Second Lockdown

Quarterly results have highlighted a recovery in sales over the summer, but the sector is bracing itself for further lockdowns in Europe and potential post-election turmoil in the US.

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Luxury Makes Gains Despite Chaos

6 October 2020 • By Pierre Mallevays

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Luxury Makes Gains Despite Chaos

The market proved resilient through WHO warnings of a Covid spike in Europe, huge uncertainty over Brexit and the US elections, and the collapse of the sector’s biggest deal, as investors set their eyes on 2021.

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Positive Trading Updates Help Lift Luxury

7 September 2020 • By Pierre Mallevays

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Positive Trading Updates Help Lift Luxury

Good news on current trading has caused the Savigny Luxury Index to bounce back this month.