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Opinions

Global Markets

Opinion: When Indian Craft Becomes Luxury’s Moral Alibi

Craft is not simply cultural spectacle. It is a referendum on the kind of nation India is becoming.


Luxury

Opinion: Bernard Arnault Can’t Avoid the LVMH Succession Question

The founder and CEO of LVMH hit out at a six-part series in French daily Le Monde with an entertaining rebuttal but his missive isn’t the right way for Europe’s richest person to address a flashpoint for investors, writes Andrea Felsted.


Sports

Opinion: Erling Haaland Shows All Is Not Lost for Nike

Though Adidas dressed both teams in the World Cup finals, the global football tournament still presented some bright spots for Nike, writes Bloomberg’s Andrea Felsted.


Retail

Opinion: Francesco Risso Can Make GU the Anti-Shein

To become a meaningful fast-fashion challenger, Fast Retailing CEO Tadashi Yanai must expand GU aggressively while preserving the brand’s quality, writes Bloomberg’s Juliana Liu.


Luxury

Opinion: Can Erling Haaland’s $50,000 Hermès Man Bags Help Rescue Luxury?

Luxury companies need to adjust their strategies to tempt more men to buy handbags, Bloomberg’s Andrea Felsted writes.


Luxury

Opinion: LVMH Needs to Beware China’s Luxury Minefield

The French conglomerate must be more strategic in picking its battles to avoid creating reputational problems in markets that drive future growth, writes Bloomberg’s Juliana Liu.


Luxury

Opinion: How Not to Manage Succession at LVMH

The drama over the estate of the late Italian eyewear billionaire Leonardo Del Vecchio is a real-time reminder of what could go wrong at the world’s largest luxury group, argues Bloomberg’s Andrea Felsted.


Retail

Opinion: Lululemon’s China Drum Blunder Comes at the Worst Time

Though the activewear maker faced intense criticism, it may be able to overcome its misstep in a nation that accounted for 16 percent of sales last year, writes Juliana Liu.


Retail

The Next Great Competitive Advantage: Fixing Society

An excerpt from ‘The Future of Competitive Advantage,’ an analysis by retail futurist Doug Stephens on the business opportunity in rebuilding civic trust, broad-based economic prosperity and widespread access to education.


Sports

Opinion: Why Don’t More Women Athletes Have Their Own Brands?

The audience is there, the fashion marketing dollars are there, but the architecture that turns visibility into brand ownership for top female athletes is almost entirely unbuilt, argues Olivier Rivard-Cohen.


Luxury

Opinion: The Row and Phoebe Philo Are Explaining Big Bling’s Crisis

The Row and Phoebe Philo thrive as elite spenders trade overexposed mega-brands for understated, logo-free luxury, Andrea Felsted writes.


Beauty

Opinion: Sephora Needs a New Partner in China

With Sephora China posting four consecutive years of losses, it’s time to turn over the reins to a more engaged ally adept at converting consumer trends into product design, marketing and effective pricing, writes Juliana Liu.