Kering SA

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

HSBC expects French giants' shares to rise by more than 20%

Analyst advised to buy shares of Dior and Gucci owners. Is the luxury crisis over?

EssilorLuxottica Societe anonyme

Meta Platforms, Inc.

Safilo Group S.p.A.

Last year, the eyewear market was one of the few luxury product categories to show growth, consultancy Bain &amp; Company <a href="https://www.bain.com/insights/luxury-in-transition-securing-future-growth/#:~:text=Eyewear%20expanded%20by%203%25%20to%205%25%20at%20current%20exchange%20rates%20in%202024%2C%20reaching%20%E2%82%AC17%20billion.%20Growth%20was%20fueled%20by%20heightened%20creativity%2C%20trading%20up%20by%20customers%20to%20higher%20price%20segments%2C%20and%20specialized%20brands%20that%20effectively%20catered%20to%20the%20distinct%20preferences%20of%20some%20consumer%20groups.">reckoned </a>. This year, judging by the reporting of public companies in the sector, the trend is continuing.

Keep your eyes open: how AI and nostalgia are driving up eyewear sales 

Tapestry, Inc.

Ralph Lauren Corporation

Shares of Tapestry, which owns Coach, and Ralph Lauren were more favorable to investors than LVMH and Gucci securities

American luxury has surpassed European luxury in terms of profitability. Will it be able to maintain its position?

Gemfields Group Limited

Fabergé is being taken over by a new owner - the American company SMG Capital LLC - the latter is owned by Sergey Mosunov, a native of Nizhny Novgorod. The deal should be completed on August 28. Why is Gemfields Group selling a legendary brand for tens of millions of dollars cheaper than it paid when buying it?

From tsar's eggs to venture capital: who got Fabergé?

American Eagle Outfitters, Inc.

Signet Jewelers Limited

Shares in LVMH, the parent of Louis Vuitton, advanced after Swift was pictured in the brand’s sandals

Ralph Lauren and LVMH among stocks that gain on Taylor Swift’s engagement

Prada S.p.A.

The luxury industry is changing, with more and more people abandoning luxury purchases in favor of experiences, travel and wellness, i.e. experiential luxury, <a href="https://fortune.com/2025/05/07/wealthy-gen-z-millennials-high-net-worth-ditching-luxury-shopping-life-experiences-health-travel/">writes</a> Fortune. Alexander Pukhov found out how brands are adapting to the new reading of luxury - and how to capitalize on it.

Travel and wellness: how luxury is changing and who makes money from it

The Kraft Heinz Company

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Highlights for the morning: oil prices fall, luxury under pressure, Buffett admits failure

Apple Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


Hermes International Societe en commandite par actions

Weak demand for luxury goods is not Kering's only concern for investors

'Harsh reality': Gucci sales fall by a quarter, continuing the crisis at Kering

Big luxury companies have little room to raise prices after hiking them by 33% on average between 2019 and 2023

Luxury goods retailers spared worst case scenario thanks to U.S.-EU trade deal

The Estee Lauder Companies Inc.

Michael Burry's Scion Asset Management (the same company that predicted the mortgage crisis of 2007-2008 and successfully played against the U.S. mortgage-backed securities market), judging by the official disclosure in May this year, <a href="https://www.fool.com/investing/2025/05/19/after-nearly-dumping-his-entire-portfolio-and-buyi/">sold</a> shares of all companies in its portfolio, except for one - cosmetics giant Estée Lauder. And the investor not only kept, but <a href="https://www.reuters.com/business/finance/big-short-investor-michael-burry-doubles-stake-cosmetics-maker-estee-lauder-2025-05-16/">doubled</a> his stake compared to December 2024 and now owns 200,000 shares of the company. What made Burry believe in a business whose net income fell sixfold in three years?

Heavy luxury is taking the internet by storm: why Michael Burry sold everything but Estée Lauder
 


The results of the June sell-off were better than analysts' and market expectations

Luxury Brands