Conglomerates
What Comes After the Golden Age of Travel Retail
While passenger numbers have recovered to pre-pandemic levels, sales in duty-free hubs like airports are sluggish. The reality is pushing many brands to rethink their presence: those that want to chase volume have to innovate the offering, or adapt their stores to function more as billboards.
What Comes After the Golden Age of Travel Retail
While passenger numbers have recovered to pre-pandemic levels, sales in duty-free hubs like airports are sluggish. The reality is pushing many brands to rethink their presence: those that want to chase volume have to innovate the offering, or adapt their stores to function more as billboards.
Report: Luxury Sales Dropped 30-50% in March at Mall of the Emirates
The war in Iran is weighing on sales at malls in Dubai and Abu Dhabi, with a 30-50 percent drop in sales and 15 percent drop in footfall at the Mall of the Emirates in March, a source told Reuters. The larger Dubai Mall saw a 50 percent drop in traffic.
Report: Luxury Sales Dropped 30-50% in March at Mall of the Emirates
The war in Iran is weighing on sales at malls in Dubai and Abu Dhabi, with a 30-50 percent drop in sales and 15 percent drop in footfall at the Mall of the Emirates in March, a source told Reuters. The larger Dubai Mall saw a 50 percent drop in traffic.
LVMH Shares Fell Most Ever in First Quarter on Luxury Slump
Shares of the luxury bellwether fell 28 percent in the first quarter as the war in the Middle East clouds the global economic outlook and intensifies demand headwinds for luxury goods.
LVMH Shares Fell Most Ever in First Quarter on Luxury Slump
Shares of the luxury bellwether fell 28 percent in the first quarter as the war in the Middle East clouds the global economic outlook and intensifies demand headwinds for luxury goods.
How Big Luxury Is Rewiring for the Future
Under scrutiny from top managers and investors, LVMH, Kering and Richemont are re-examining their brand portfolios, organisational structures and store networks.
How Big Luxury Is Rewiring for the Future
Under scrutiny from top managers and investors, LVMH, Kering and Richemont are re-examining their brand portfolios, organisational structures and store networks.
Is the Luxury Comeback Still on Track?
War in the Middle East is weighing on prospects for the sector’s rebound, but analysts are sticking to their growth forecasts — for now.
Is the Luxury Comeback Still on Track?
War in the Middle East is weighing on prospects for the sector’s rebound, but analysts are sticking to their growth forecasts — for now.
How Demna’s Latest Gucci Drop Is Landing With Customers
From online conversation to pricing to early store traffic data, BoF analyses how Kering’s biggest brand is adjusting its strategy, and whether it is working.
How Demna’s Latest Gucci Drop Is Landing With Customers
From online conversation to pricing to early store traffic data, BoF analyses how Kering’s biggest brand is adjusting its strategy, and whether it is working.
Will the Kering Hope Trade Hold Up?
In this week’s High Margin newsletter: Kering shares pop off again as its sales decline slows — despite a lack of clarity on Gucci’s next steps.
Will the Kering Hope Trade Hold Up?
In this week’s High Margin newsletter: Kering shares pop off again as its sales decline slows — despite a lack of clarity on Gucci’s next steps.
Kering Pledges Return to Growth Despite Sweeping Store Closures
The French luxury conglomerate’s quarterly sales fell less than expected ahead of Demna’s high-stakes Gucci debut.
Kering Pledges Return to Growth Despite Sweeping Store Closures
The French luxury conglomerate’s quarterly sales fell less than expected ahead of Demna’s high-stakes Gucci debut.
This Week: Another Tough Quarter for Kering
Kering’s latest earnings report will likely show another steep sales decline at its largest brand. Plus, New York Fashion Week begins.
This Week: Another Tough Quarter for Kering
Kering’s latest earnings report will likely show another steep sales decline at its largest brand. Plus, New York Fashion Week begins.
Luxury Investors Eye Tough Earnings Season After Stock Selloff
Luxury-goods makers are facing investor anxiety and a projected rough earnings season despite earlier hopes for a 2026 recovery.
Luxury Investors Eye Tough Earnings Season After Stock Selloff
Luxury-goods makers are facing investor anxiety and a projected rough earnings season despite earlier hopes for a 2026 recovery.
LVMH Investors Demand Clarity on Bernard Arnault Succession Plan
Shareholders of the French conglomerate are expressing growing concern over the lack of transparency regarding Bernard Arnault’s plan for succession.
LVMH Investors Demand Clarity on Bernard Arnault Succession Plan
Shareholders of the French conglomerate are expressing growing concern over the lack of transparency regarding Bernard Arnault’s plan for succession.
This Week: What Bernard Arnault Can and Can’t Tell Us About the State of Luxury
The world’s biggest luxury conglomerate reports fourth-quarter earnings on Tuesday, and CEO Bernard Arnault will give his annual, often market-moving press conference.
This Week: What Bernard Arnault Can and Can’t Tell Us About the State of Luxury
The world’s biggest luxury conglomerate reports fourth-quarter earnings on Tuesday, and CEO Bernard Arnault will give his annual, often market-moving press conference.