Announcement: Expert Insight Interview (No Paywall)
From Hype to Heritage: Identifying Durable Winners in Luxury Investing, Interviewing an Advisor and Board Member at Prada
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The question I set out to answer was simple:
Why does the market think the luxury market is dying?
Despite a recent rally, LVMH is still down -30% off of its all-time highs. Gucci owner Kering is down over 60% from highs. Prada is -35% and even Hermès is down -18% from peak.
What are the key issues that are driving investors’ pessimism and what is an insider’s perspective on them?
To dig deeper, I recently sat down with Claire Kent, an adviser and former board member of Prada, to discuss how the luxury landscape is evolving and what investors should be paying attention to.
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In our talk, we covered 5 key ideas:
Which luxury houses have enduring pricing power and brand equity versus those more exposed to fashion cycles.
What separates top tier luxury names like LVMH and Hermès from others.
How Gen Z’s evolving relationship with status and consumption will shape long-term demand.
The implications of “quiet luxury” for logo-driven brands and who’s positioned to adapt.
How management teams should balance exclusivity, pricing, and growth without eroding brand value.
These are critical questions for investors who want to understand where the luxury market is heading, and what the implications are for luxury houses such as LVMH, Hermès, and Kering.
You can watch this webinar for free!
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“It’s not about selling products, it’s about influencing culture.” - Claire Kent, Advisor and Former Board Member at Prada
Founded in 1913 in Milan, Prada is an Italian luxury house known for clothing, leather goods, footwear, and accessories that blend a sophisticated aesthetic with experimental and unconventional styles. Prada operates 632 boutiques and owns brands such as Miu Miu and Church’s.
“Everything boils down to not understanding your DNA, that is the number one problem when luxury companies go off the rails, is failing to appreciate and capture their DNA and just going off in a sort of direction which doesn’t embrace their DNA.” -Claire Kent, Advisor and Former Board Member at Prada
Thank you again to AlphaSense for making this happen!
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And for more on LVMH, check out our last recap on them here.
*At the time of this writing, one or more contributors has a position in LVMH. Furthermore, accounts one or more contributors advise on may also have a position in LVMH. This may change without notice.