Luca's Letter
The Booms and Busts of American Luxury
While Europe’s luxury houses play a long game, working hard to maintain the perception of exclusivity, America’s largest luxury businesses tend to follow a turbulent cool/not cool cycle.
The Booms and Busts of American Luxury
While Europe’s luxury houses play a long game, working hard to maintain the perception of exclusivity, America’s largest luxury businesses tend to follow a turbulent cool/not cool cycle.
The Newness Imperative: Innovate or Fade
With fewer ‘virgin’ markets left to tap, established consumers now drive luxury demand — and they want something new — with significant consequences for creative strategy, says Luca Solca.
The Newness Imperative: Innovate or Fade
With fewer ‘virgin’ markets left to tap, established consumers now drive luxury demand — and they want something new — with significant consequences for creative strategy, says Luca Solca.
The Dark Political Clouds That Could Threaten Luxury
Geopolitical risk is rising. Luca Solca outlines three ‘dark cloud’ scenarios that every luxury executive must heed.
The Dark Political Clouds That Could Threaten Luxury
Geopolitical risk is rising. Luca Solca outlines three ‘dark cloud’ scenarios that every luxury executive must heed.
Salvatore Ferragamo: Waking a Sleeping Beauty
Salvatore Ferragamo’s CEO aims to outperform the luxury sector average by a factor of two, surpassing €2 billion in revenue by 2020.
Salvatore Ferragamo: Waking a Sleeping Beauty
Salvatore Ferragamo’s CEO aims to outperform the luxury sector average by a factor of two, surpassing €2 billion in revenue by 2020.
Is Hermès Drifting?
Hermès appears to be moving away from the core strategy that made it special — and wildly successful.
Is Hermès Drifting?
Hermès appears to be moving away from the core strategy that made it special — and wildly successful.
The End of Cookie-Cutter Luxury Stores
Luxury brands must reimagine their retail experiences, pivoting away from larger, standardised stores to something more authentic and varied, argues Luca Solca.
The End of Cookie-Cutter Luxury Stores
Luxury brands must reimagine their retail experiences, pivoting away from larger, standardised stores to something more authentic and varied, argues Luca Solca.
Why Puma is Key for Kering to Move Forward
Puma has delivered disappointing results in the near-decade since Kering acquired it, fuelling rumours of a sale — but there could be light at the end of the tunnel, argues Luca Solca.
Why Puma is Key for Kering to Move Forward
Puma has delivered disappointing results in the near-decade since Kering acquired it, fuelling rumours of a sale — but there could be light at the end of the tunnel, argues Luca Solca.
Is Delisting the Next Step for Luxottica?
Luxottica has a strong business and high strategic potential, yet the market disdains the company, raising the possibility of a delisting, says Luca Solca.
Is Delisting the Next Step for Luxottica?
Luxottica has a strong business and high strategic potential, yet the market disdains the company, raising the possibility of a delisting, says Luca Solca.
The Dark Side of Digital Luxury
Along with tremendous opportunity, digital presents unmistakable strategic threats to luxury brands, argues Luca Solca.
The Dark Side of Digital Luxury
Along with tremendous opportunity, digital presents unmistakable strategic threats to luxury brands, argues Luca Solca.
Rethinking Luxury CEO Pay
CEO remuneration policies within the luxury goods sector are out of sync with today’s low-growth world, argues Luca Solca.
Rethinking Luxury CEO Pay
CEO remuneration policies within the luxury goods sector are out of sync with today’s low-growth world, argues Luca Solca.
LVMH, Kering, Richemont? Where to Place Your Bets.
As the global luxury market drifts, Luca Solca identifies four investment strategies for the sector.
LVMH, Kering, Richemont? Where to Place Your Bets.
As the global luxury market drifts, Luca Solca identifies four investment strategies for the sector.
Michael Kors, Hermès and Tiffany Only Major Brands Underexposed to China
For most large luxury brands, the retail expansion opportunity in China is over.
Michael Kors, Hermès and Tiffany Only Major Brands Underexposed to China
For most large luxury brands, the retail expansion opportunity in China is over.