Skip to main content

Luca's Letter

Luxury

The Problems With Gucci and Dior

After recently doubling their sales in less than five years, LVMH’s Dior and Kering’s Gucci are both facing serious headwinds, but their predicaments are as different as they are similar, writes Luca Solca.

Luxury

The Problems With Gucci and Dior

After recently doubling their sales in less than five years, LVMH’s Dior and Kering’s Gucci are both facing serious headwinds, but their predicaments are as different as they are similar, writes Luca Solca.


Luxury

Luxury’s Soft Patch Will Be Short

It’s tempting to think something is broken with the luxury sector, but the market slowdown is largely a macroeconomic issue and sales will grow by mid-single digits in 2025 in a base-case scenario, argues Luca Solca.

Luxury

Luxury’s Soft Patch Will Be Short

It’s tempting to think something is broken with the luxury sector, but the market slowdown is largely a macroeconomic issue and sales will grow by mid-single digits in 2025 in a base-case scenario, argues Luca Solca.


Luxury

Does Burberry Have the Wrong Strategy?

The British trench coat maker’s latest revamp has faltered. Some point to executional errors, but Burberry may need to rethink its strategy and become a ‘British Coach,’ writes Luca Solca.

Luxury

Does Burberry Have the Wrong Strategy?

The British trench coat maker’s latest revamp has faltered. Some point to executional errors, but Burberry may need to rethink its strategy and become a ‘British Coach,’ writes Luca Solca.


Luxury

Luxury’s Latest Battleground: Real Estate

Top luxury groups are buying real estate to secure landmark store locations with serious implications for second-tier players who are already struggling to stay on key luxury streets, writes Luca Solca.

Luxury

Luxury’s Latest Battleground: Real Estate

Top luxury groups are buying real estate to secure landmark store locations with serious implications for second-tier players who are already struggling to stay on key luxury streets, writes Luca Solca.


ADVERTISEMENT

Luxury

Work-in-Progress Gucci Weighs on Owner Kering

A rapid turnaround at the Italian megabrand seems firmly off the menu, leaving parent Kering in a tricky position, writes columnist Luca Solca.

Luxury

Work-in-Progress Gucci Weighs on Owner Kering

A rapid turnaround at the Italian megabrand seems firmly off the menu, leaving parent Kering in a tricky position, writes columnist Luca Solca.


Luxury

The State of Luxury Resale

The secondary market for luxury goods holds significant promise, but there are several key challenges to overcome, writes Luca Solca.

Luxury

The State of Luxury Resale

The secondary market for luxury goods holds significant promise, but there are several key challenges to overcome, writes Luca Solca.


Luxury

Prada’s Path to Retail Performance

Luca Solca examines Prada Group CEO Andrea Guerra’s push to double retail space productivity at its flagship brand.

Luxury

Prada’s Path to Retail Performance

Luca Solca examines Prada Group CEO Andrea Guerra’s push to double retail space productivity at its flagship brand.


Luxury

Are Luxury Brands Overexposed?

Sales of megabrands like Louis Vuitton and Hermès continue to surge, but ubiquity risk is driven by key styles appearing too often on the street and not by revenue, writes Luca Solca.

Luxury

Are Luxury Brands Overexposed?

Sales of megabrands like Louis Vuitton and Hermès continue to surge, but ubiquity risk is driven by key styles appearing too often on the street and not by revenue, writes Luca Solca.


ADVERTISEMENT

Luxury

The Simple Math Behind Moncler’s Genius Spectacles

The Italian ski-wear brand’s large-scale events are a good example of how it’s able to play in the same league as brands with significantly larger budgets, argues Luca Solca.

Luxury

The Simple Math Behind Moncler’s Genius Spectacles

The Italian ski-wear brand’s large-scale events are a good example of how it’s able to play in the same league as brands with significantly larger budgets, argues Luca Solca.


Luxury

The Secrets to Kering’s Fashion Success

The group’s focus on luxury fashion has paid off, thanks to bets on bold creativity and the designer, CEO and merchandiser ‘tripods’ it typically installs at its brands, writes Luca Solca.

Luxury

The Secrets to Kering’s Fashion Success

The group’s focus on luxury fashion has paid off, thanks to bets on bold creativity and the designer, CEO and merchandiser ‘tripods’ it typically installs at its brands, writes Luca Solca.


Luxury

How LVMH Dominates the Luxury Business

Above all, the French conglomerate benefits from the sheer scale of its core megabrand Louis Vuitton, setting in motion a virtuous cycle that powers profit generation, writes Luca Solca.

Luxury

How LVMH Dominates the Luxury Business

Above all, the French conglomerate benefits from the sheer scale of its core megabrand Louis Vuitton, setting in motion a virtuous cycle that powers profit generation, writes Luca Solca.


Luxury

Will Gucci’s New Creative Configuration Work?

The Italian megabrand has partitioned its creative department and recruited Maria Cristina Lomanto to oversee merchandising. Is it enough to reignite consumer interest? Luca Solca does the analysis.

Luxury

Will Gucci’s New Creative Configuration Work?

The Italian megabrand has partitioned its creative department and recruited Maria Cristina Lomanto to oversee merchandising. Is it enough to reignite consumer interest? Luca Solca does the analysis.