Luxury & markets analysis without the PR gloss. On-the-ground channel checks from Monaco to Madison Ave. Coverage includes LVMH, Ferrari, RH, Hermès, Cucinelli

Monaco
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
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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.
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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
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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”
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You guys do realize there’s a typo on this? I didn’t realize United States is spelled “Unites States” 😂🤦🏻‍♂️
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.
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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
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4,769
Full note on Substack, link in comments! Not investment advice. I'm an unpaid intern and an idiot.
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Look at the New Louis Vuitton jeans 👀
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Mrs. Intern Pierre got me a gift for LVMH hitting a six-year low. Who said romance is dead? $MC.PA $LVMH
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This is very interesting!
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
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This isn’t even the crazy loud stuff that many people say is all they’re moving! $BC.MI
$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.
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