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
Joined October 2023
Want to know why Lululemon is losing to Alo? Look at this mall in Bangkok. To reach Lululemon, you have to ride the escalator right past Alo. That’s not an accident 🧵 $LULU
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Another week, another LVMH Formula 1 own goal. Antonelli wins the US Grand Prix but is under 21, so no Moët on the top step. He sprays a mystery “Austin” bottle of sparkling instead 🤦🏻‍♂️ $MC.PA $LVMH
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In case you’re wondering here’s a picture
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Full piece on Substack, link below 👇
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For those who are wondering Barcelona is totally fine. A nice pre El Clásico lunch outside on a beautiful Sunday!
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LVMH’s information agency reached out asking to subscribe to my research. Today’s piece has nothing to do with them. It’s about the €195, 7-minute commute I take out of Monaco. 🧵
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Full piece below linked in the comments, including the story of how LVMH’s information management agency reached out to subscribe to my research
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Full Saturday piece free to read here internpierre.substack.com/p/…
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