Market Pulse

Could China’s President Be Good for Luxury?

10 September 2021 • By Pierre Mallevays

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Could China’s President Be Good for Luxury?

Xi Jinping’s speech on ‘common prosperity’ was not a declaration of war on wealth but an acknowledgement that wealth is concentrated in too few hands. A larger middle class could actually create revenue opportunities at entry level prices for luxury brands.

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Luxury’s Deal Frenzy: Who, What, Why

16 August 2021 • By Pierre Mallevays

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Luxury’s Deal Frenzy: Who, What, Why

This month’s Market Pulse breaks down the players, motivations and deal structures behind the uptick in corporate activity.

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Is Luxury Finally Embracing Technology?

13 July 2021 • By Pierre Mallevays

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Is Luxury Finally Embracing Technology?

Last month’s tie-up between LVMH and Google signals a growing rethink on how technology can enhance the luxury experience, writes Pierre Mallevays.

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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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