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Luca's Letter

Prada Is Making Progress

After a series of strategic missteps, Prada is finding its footing, writes Luca Solca.

Prada Is Making Progress

After a series of strategic missteps, Prada is finding its footing, writes Luca Solca.


The New Luxury: How Streetwear Changes Everything

New streetwear aesthetics are hybridising with traditional luxury goods and fundamentally reshaping the market for status symbols, resulting in a genetically different luxury world, argues Luca Solca.

The New Luxury: How Streetwear Changes Everything

New streetwear aesthetics are hybridising with traditional luxury goods and fundamentally reshaping the market for status symbols, resulting in a genetically different luxury world, argues Luca Solca.


The Truth About Jewellery

The unique dynamics of the jewellery category bode well for luxury incumbents, new entrants and investors alike, argues Luca Solca.

The Truth About Jewellery

The unique dynamics of the jewellery category bode well for luxury incumbents, new entrants and investors alike, argues Luca Solca.


What’s Next for Kering?

Should Kering sort out brands like Brioni? Go all-out to create a third blockbuster alongside Gucci and Saint Laurent? Or plug gaps in its portfolio to balance its soft-luxury skew?

What’s Next for Kering?

Should Kering sort out brands like Brioni? Go all-out to create a third blockbuster alongside Gucci and Saint Laurent? Or plug gaps in its portfolio to balance its soft-luxury skew?


Kering and Richemont: Why a Mega-Merger Makes Sense

The two luxury conglomerates are both successful in their own right, but their best bet at building a true multi-brand, multi-category giant to rival LVMH is a merger.

Kering and Richemont: Why a Mega-Merger Makes Sense

The two luxury conglomerates are both successful in their own right, but their best bet at building a true multi-brand, multi-category giant to rival LVMH is a merger.


Who Will LVMH and Kering Buy Next?

A deal with Chanel, Richemont or Prada would change the industry's structure.

Who Will LVMH and Kering Buy Next?

A deal with Chanel, Richemont or Prada would change the industry's structure.


Trump Tax Reform Won’t Boost Luxury Brands

US president Trump’s tax reforms have been widely portrayed as favouring the wealthy, in which case Europe’s luxury giants should benefit. Not so, argues Luca Solca.

Trump Tax Reform Won’t Boost Luxury Brands

US president Trump’s tax reforms have been widely portrayed as favouring the wealthy, in which case Europe’s luxury giants should benefit. Not so, argues Luca Solca.


Why LVMH May Become a Bigger Beauty Player

As digital fuels brand fragmentation in beauty, LVMH has stayed largely on the sidelines, but the explosive success of Fenty Beauty could spell a change of heart.

Why LVMH May Become a Bigger Beauty Player

As digital fuels brand fragmentation in beauty, LVMH has stayed largely on the sidelines, but the explosive success of Fenty Beauty could spell a change of heart.


How to Fix Tiffany

The American jewellery house must project a stronger sense of exclusivity, argues Luca Solca, the head of luxury goods at Exane BNP Paribas.

How to Fix Tiffany

The American jewellery house must project a stronger sense of exclusivity, argues Luca Solca, the head of luxury goods at Exane BNP Paribas.


Prada Needs More Than a Tune-Up

The Italian brand remains one of the most remarkable soft luxury labels in the world, but under the hood the business needs repair, argues Luca Solca.

Prada Needs More Than a Tune-Up

The Italian brand remains one of the most remarkable soft luxury labels in the world, but under the hood the business needs repair, argues Luca Solca.


Peering Over the China Peak

Chinese consumers remain the largest driver of global luxury growth, but there may be bad news ahead for European luxury brands.

Peering Over the China Peak

Chinese consumers remain the largest driver of global luxury growth, but there may be bad news ahead for European luxury brands.


The Truth About Ready-to-Wear

Designer fashion was once a real business. Now, high exposure to ready-to-wear is a structural weakness for luxury players, argues Luca Solca.

The Truth About Ready-to-Wear

Designer fashion was once a real business. Now, high exposure to ready-to-wear is a structural weakness for luxury players, argues Luca Solca.