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Fashion

Why Dior is improving only modestly while Chanel is on fire

Astrid Wendlandt

26 July 2026

When LVMH publishes its second-quarter results on Monday, investors will want to know if Dior’s sales are finally rising, boosted by demand for Jonathan Anderson’s designs, after several quarters of decline. Since he joined Dior a year ago, the Northern Ireland-born Anderson has successfully refreshed the brand and given it new relevance. By now, nearly seven months after his designs hit boutiques, Dior’s sales should be blazing. But the fire hasn’t taken – and LVMH cannot blame the spending downturn alone. Miss Tweed explains why.

Weekly Highlights

LOUIS VUITTON FACES BACKLASH IN CHINA

Louis Vuitton is not getting good press these days. First, the brand was heavily criticized in June for setting up a giant artificial surf wave as the backdrop for Pharrell Williams’s menswear show during a severe Paris heatwave. Now, the Chinese are accusing the French luxury goods brand of cultural misappropriation.

Recent Publications

Strategy

For high spenders, a brand-hosted dinner is no longer enough

Victor Gosselin and Astrid Wendlandt

19 July 2026

Fashion and luxury brands need to up the ante if they want to hold on to their high-spending very important customers (VICs), experts and industry executives say. Competition for their loyalty and deep pockets has become much fiercer than it was two or three years ago.

Cosmetics

Coty could lose more licenses starting with Burberry

Astrid Wendlandt

12 July 2026

Coty is a shrinking company. You wonder what will be left of it in a few years’ time. This week, the New York-listed beauty group sold its Gucci perfume and beauty license, one of its biggest, to L’Oréal and Kering for $400 million. The next step could be selling or losing licenses with other big fashion and luxury brands. On the list, Burberry would be first, followed by Hugo Boss and others.

Cosmetics

Kering announces deal to buy Gucci license from Coty for $400 mln

Astrid Wendlandt

7 July 2026

French luxury group Kering has acquired the Gucci beauty and perfume license from Coty for $400 million one year before it was due to get it back from the New-York listed beauty group.

Fashion

Kering and Mayhoola may have to renegotiate Valentino deal

Astrid Wendlandt

5 July 2026

Kering is having second thoughts about buying the 70 percent in Valentino it does not already own due to the brand’s poor performance, sources close the French group said.

Strategy

Hermès is challenged as the crisis-resistant brand

Astrid Wendlandt

28 June 2026

For decades, Hermès was regarded as the only luxury brand of this size and importance that could resist any spending downturn. Not anymore. The current crisis is so severe, and consumer behavior has changed so much that even mighty Hermès is suffering a slowdown in sales growth. This week, the company’s share price dropped after several analysts published notes downgrading their price targets.

Fashion

After years of struggle, Ferragamo appears to be turning around

Astrid Wendlandt

21 June 2026

Finally, some good news in the luxury world. Ferragamo, the sick child of Italian fashion, has been making notable progress turning itself around despite the absence of a CEO – or perhaps thanks to it – for the past 18 months.

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