In this third episode of the Luxury Society Podcast, Robin Swithinbank and David Sadigh discuss the ever-evolving world of luxury following Trump’s tariff announcements.
Key topics include:
- LVMH’s Q1 Performance: Sales missed expectations with a 5% shortfall. Fashion & leather goods saw a 5% dip, and issues at their Texas site raise quality concerns.
- Hermès on the Rise: Surpasses LVMH’s market cap (briefly). Touted as a “tech stock in disguise” due to tight supply control, no discounting, and high investor confidence.
- The China Question: Is China luxury’s comeback kid in 2025? Max Peiro from DLG’s Re-Hub dives into the Q4 Compass Index to assess digital and e-commerce performance across 150+ brands in China.
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Produced by Juliet Fallowfield, 2025 www.fallowfieldmason.com
