Why Brunello Cucinelli grows 12% when Gucci shrinks by 25%

Our inaugural episode examines the commonalities of the very few 2024 luxury fashion winners amidst otherwise disastrous financial results.

The rate of revenue growth expected by the market is extremely difficult to achieve. Price increases worked for a while, but by now even the wealthy got tired of being milked. What could the purveyors of luxury do next?

Deck referenced: https://bit.ly/LuxuryOfOpinion