Tom Keene

You feature in your research note Levi's.

What is their strategy given Amazon and given 2025 retail?

We turn to surveillance.

Oh, tell me.

Yeah, I get that lecture at home.

We turn to surveillance fashion correspondent Lisa Mateo.

Lisa, Brandy Melville is on the Mateo target, isn't it?

Worldwide, Oliver Chen with us, TD Cohen, and we continue.

Oliver, are we going to get out charge cards or like the affirm buy now, pay later kind of thing?

How are we going to acquire our Christmas, our holiday, 2025?

Oliver Chen on luxury right now.

Kevin Gordon is in the French Alps at that hotel Audrey Hepburn was in in Charade with Cary Grant.

He emails in Oliver with a great question.

This is Kevin Gordon of Charles Schwab.

Bottega Venata blew it up and is doing better with the British type Louise Trotter.

The fashion heads of different luxury brands, they still really matter, don't they?

Right.

We've seen that.

Lisa, you mentioned today Burberry a little bit off the mark.

They've been hugely promotional.