Nike x Skims and Luxury’s Upswing

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Recorded18 Feb 2025

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Handlerec:6056029

Show notes

Lauren is joined by Bernstein analyst Luca Solca for their quarterly powwow on the financials of the world’s biggest luxury companies. They discuss LVMH’s portfolio pruning strategy, from the Stella McCartney exit to a potential DFS sell off; Kering’s Gucci problem; Richemont’s dominance in fine jewelry, and the unflappability of Moncler. Plus, Lauren touches on the news of the week, from Nike’s Skims partnership to a surprise Estee Lauder exit. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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