The FSW Markets All Luxury Index is up over 14 percent this year. This compares with a nearly 10 percent decline in 2024. Fifteen of the index’s eighteen constituents are up, led by Richemont (up around 25 percent YTD) after their strong Q3 report, Burberry (up around...
The FSW Markets All Luxury Index is up over 14 percent this year. This compares with a nearly 10 percent decline in 2024. Fifteen of the index’s eighteen constituents are up, led by Richemont (up around 25 percent YTD) after their strong Q3 report, Burberry (up around...
The start of the year looks, for a potentially brief moment, like a reboot for luxury after some strong earnings releases from Brunello Cucinelli and Richemont over the past week. The sour mood surrounding the retail luxury industry, particularly luxury fashion, for...
Brunello Cucinelli continues to outperform most of the luxury industry, announcing full-year 2024 revenue growth of 12.4 percent (constant exchange rates) on January 13. With much of the luxury industry slowing from the rapid rates of growth experienced during the...
There was a lot of global macro news released during the first full trading week of the year with the potential to impact the retail luxury and premium sector. The FSW All Markets Index is now up 4.5 percent on the year with 14 of the 18 index constituents gaining....
As was widely anticipated a year ago, the retail luxury industry saw the end of the post-pandemic supercycle in 2024. Despite reasonable global economic growth and positive “wealth effect” contributions from generally good global equity market performance, luxury...
Luxury is set for its worst sales performance in the last 15 years apart from the pandemic-hit 2020. Yet, the downturn has not been universal, and some brands have continued to perform well, especially those that have continued to succeed in China despite the...
Luxury assets had one of their best weeks of the year during December 13-20. The FSW Markets Market All Luxury Index closed up almost six percent. Gainers heavily outweighed losers as 13 of the index’s 18 constituents had positive simple returns during the...
In this week’s Fashion Strategy Weekly, we analyze Brunello Cucinelli’s content strategy after the recent launch of its holiday campaign and considers what the brand’s approach to content suggests about the future of luxury experience. With much of...
Luxury equities had another tough go around last week. The FSW Markets All Luxury Index was down 4.3 percent. This was just over 2 points lower than returns for the S&P 500 and the CAC 40. There was quite a bit of diversity among top luxury names, however, and the...
