Luxury & markets analysis without the PR gloss. On-the-ground channel checks from Monaco to Madison Ave. Coverage includes LVMH, Ferrari, RH, Hermès, Cucinelli
Monday night, a Paris outlet posted an "exclusive": Louis Vuitton is in talks to bring back Hedi Slimane.
Within hours, LVMH called it "baseless."
The rumor isn't the story. Who owns the outlet is. 🧵
$MC.PA$LVMH
ALT Screenshot of an Instagram post by Paris luxury outlet Miss Tweed (misstweedofficial) and founder Astrid Wendlandt, tagged Paris, France. Left: black-and-white photo of designer Hedi Slimane, formerly of Celine, Saint Laurent and Dior Homme, in a dark jacket and scarf in front of a wall with a large Louis Vuitton LV monogram. Right: the caption, headlines underlined in red, reads "EXCLUSIVE: Louis Vuitton in talks to hire Hedi Slimane." It claims LVMH's flagship brand is in talks to name Slimane creative director for both menswear and womenswear, citing two sources in Milan and one in Paris, then repeats the text in French. The post tags Louis Vuitton, Hedi Slimane and Nicolas Ghesquière. LVMH has since called the report baseless.
Condé Nast loses its CEO Roger Lynch to Barbie.
Hard not to look at Vogue France next. Eighteen months in, Claire Thomson-Jonville's tenure hasn't produced the reset Paris was promised.
Pharrell Williams, Louis Vuitton Men's Creative Director at an LVMH house show, wearing a $1.9m Richard Mille (again).
LV makes the Tambour. LVMH owns Bulgari, Hublot, Zenith and TAG Heuer.
What is the aversion? $MC.PA$LVMH
ALT Helen Lasichanh and Pharrell Williams sit side by side in the front row at the Dior Spring/Summer 2027 show during Paris Fashion Week. Pharrell wears a black and white cap, dark sunglasses, a white Human Made heart-logo T-shirt and light-wash jeans. He also has a black-strap Richard Mille watch on his left wrist, a diamond ring and a bracelet, with a lime green phone on his lap. Helen wears a dark cap, an oversized white pinstripe button-down shirt, cream trousers and silver rings. Both are seated on dark wooden armchairs, with a crowd of fashion show guests standing behind them in a bright white venue. On-screen caption reads "Helen Lasichanh and Pharrell Williams."
ALT Close-up of Pharrell Williams' left wrist at the Dior Spring/Summer 2027 show in Paris. A red circle highlights the watch, a Richard Mille RM UP-01 Ferrari. It has an ultra-thin tonneau-shaped titanium case with exposed screws, a skeletonized plate dial and a black rubber strap. His hand rests on the knee of light-wash denim jeans, and a large diamond ring sits on his ring finger. He is wearing a white Human Made T-shirt with a heart logo in blue, orange and yellow. Tattoos are visible on his forearm. The watch is an independent Swiss brand, not an LVMH one, worn by Louis Vuitton's Men's Creative Director at an LVMH house show.
Interesting idea from a follower lol. @Polymarket can we make this happen? Market would be “Hedi Slimane is not named the Louis Vuitton Creative Director by March 1, 2027”
ALT Screenshot of an Instagram direct message replying to an Intern Pierre (@internpierre) story. The story graphic, tagged "Rumor Control," reads in bold: "Louis Vuitton is not bringing back Hedi Slimane," with "not" highlighted in red. Below it, a black-and-white portrait photo sits beside a screenshot of the social media post that spread the rumor, stamped with a red label reading "LVMH: BASELESS." A red italic subheading asks: "So who actually owns the outlet that broke it?" followed by: "A former Coty CEO. A 9.09% stake. A French law I couldn't find." A link sticker says "Full note on Substack!" Underneath the story, a follower replies "We should let Polymarket decide" alongside a grinning emoji. Topics: LVMH, Louis Vuitton creative director rumor, Hedi Slimane, luxury fashion media ownership, prediction markets.
You guys do realize there’s a typo on this? I didn’t realize United States is spelled “Unites States” 😂🤦🏻♂️
ALT Screenshot of an X post by David Sacks (@DavidSacks) praising President Trump for convening leaders of chip, data center and frontier AI companies to sign the "White House Accord on Super Intelligence." Sacks says the signers accepted responsibility for safe AI development, including new internal controls and external audits. Below the text are two document images. Left: the accord's first page, titled "Joint Commitment on Frontier Responsibilities," listing four layers of controls: internal monitoring of model capabilities and alignment, an internal team to ensure controls work, independent external auditors, and a board committee for oversight. Right: the signature page, signed by Donald J. Trump (with "President of the Unites States" typo underlined in red), Sundar Pichai (Google), Dario Amodei (Anthropic), Mark Zuckerberg (Meta), Greg Brockman (OpenAI) and Elon Musk (xAI).
ALT Close-up scan of a signature block from the "White House Accord on Super Intelligence." Donald Trump's signature, a tall, jagged scrawl of sharp peaks, sits above the typed caption "Donald J. Trump, President of the Unites States." The typo "Unites" instead of "United" is underlined in red. Edges of other signatory names are visible cut off on the right side of the page.
Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the railroads, canals and grid combined. I was honored to witness history as the leaders of the frontier lab companies signed the White House Accord on Super Intelligence, accepting responsibility for the safe development of their products and imposing new internal controls and external audits. This is far better than waiting years for some international agreement that would probably never happen. President Trump continues to ensure that U.S. remains the technology leader while putting Americans first.
Monday night, a Paris outlet posted an "exclusive": Louis Vuitton is in talks to bring back Hedi Slimane.
Within hours, LVMH called it "baseless."
The rumor isn't the story. Who owns the outlet is. 🧵
$MC.PA$LVMH
ALT Screenshot of an Instagram post by Paris luxury outlet Miss Tweed (misstweedofficial) and founder Astrid Wendlandt, tagged Paris, France. Left: black-and-white photo of designer Hedi Slimane, formerly of Celine, Saint Laurent and Dior Homme, in a dark jacket and scarf in front of a wall with a large Louis Vuitton LV monogram. Right: the caption, headlines underlined in red, reads "EXCLUSIVE: Louis Vuitton in talks to hire Hedi Slimane." It claims LVMH's flagship brand is in talks to name Slimane creative director for both menswear and womenswear, citing two sources in Milan and one in Paris, then repeats the text in French. The post tags Louis Vuitton, Hedi Slimane and Nicolas Ghesquière. LVMH has since called the report baseless.
Mrs. Intern Pierre got me a gift for LVMH hitting a six-year low. Who said romance is dead? $MC.PA$LVMH
ALT Louis Vuitton shopping bag and gift box in the brand's signature saffron orange, photographed on a cream bouclé sofa. On the left, a textured orange Louis Vuitton paper shopping bag with navy blue woven handles, printed with "LOUIS VUITTON" in black capitals and "Maison fondée en 1854, Paris" beneath. In the foreground, a matching orange Louis Vuitton gift box with a linen-textured finish, tied with a royal blue grosgrain ribbon printed with "LOUIS VUITTON" in gold lettering and finished with a hand-tied bow. Classic LV luxury unboxing, gifting and packaging, in natural daylight.
LARPing as @internpierre for a second: I’m currently on the ground in China and let me tell you there is absolutely no luxury market recovery here whatsoever. Beijing’s fanciest malls on Wangfujing St looked abandoned during the mid-autumn national holiday last week. Luxury boutiques? Not a single person inside. Tiffany? Dead. Cartier? Empty. The Graff pop-up event staff? Bored out of their mind $LVMH$MC.PA$RMS.PA$CFR.SW$KER.PA$CPRI
$TJX TJ Maxx clearing out Prada, Cucinelli, Zegna, and more.
1. How bad is the luxury market right now?
2. Why is $TJX holding this type of inventory on its books? It must take forever to clear this.