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MutuaValue
PUIG Brands: Reality Check After the IPO Euphoria
Puig, a major player in Spanish luxury, has established itself as a benchmark in the "Prestige" segment. With its "House of Brands" model (Paco Rabanne, Carolina Herrera, Jean Paul Gaultier), the group derives its strength from hyper-specialization. Revenue structure analysis confirms the dominance of the "Fragrance and Fashion" segment, the true profit engine, overshadowing the Makeup and Skincare divisions. Geographically, EMEA remains the group's stronghold (50% of the mi
Dec 8, 2025
Luxury Market: Challenges, Trends, and Post-Pandemic Outlook
A Luxury Market Under Pressure in 2024 After a decade of continuous growth, the luxury market experienced stagnation in 2024, impacted by...
Jun 22, 2025
L’Oréal: How the Global Cosmetics Leader Continues to Defy Economic Challenges
Today, L’Oréal is recognized as the undisputed global leader in the cosmetics industry, with a presence across all market segments...
Jun 21, 2025
Hermès International: Strategy of Excellence and Sustainable Growth
Hermès International embodies the excellence of French luxury with its renowned leather collections (Birkin, Kelly), ready-to-wear range,...
Jun 20, 2025
Porsche AG: The Fusion of Performance, Luxury and Sustainability
Since its inception, Porsche AG has established itself as one of the most emblematic brands in luxury sports automobiles. An operational...
Jun 19, 2025
Rémy Cointreau: Navigating Near-Term Turbulence With a Premium Course
Introduction – A French emblem of luxury spirits Rémy Cointreau embodies the union of two centuries-old houses—Rémy Martin cognac and...
Jun 18, 2025
Swatch: the fully-integrated watchmaker faces the storm
Long proclaimed “the world’s largest watchmaking group”, Swatch epitomises vertical integration and product-range breadth in the Swiss...
Jun 17, 2025
Burberry and the Accessible-Luxury Challenge
For many years associated with the khaki trench coat and camel tartan, Burberry remains one of the few independent luxury houses listed...
Jun 16, 2025
Interparfums: an “asset-light” model in luxury fragrance
Interparfums has been designing, outsourcing and distributing licensed fragrances for more than forty years without owning a single...
Jun 15, 2025
Ferrari: Rarity and Innovation Drive Ultra-Luxury Growth (2019-2025)
Since its 2015 IPO, Ferrari has become one of the most coveted names in the luxury-automotive arena. Between 2019 and 2025 the company...
Jun 14, 2025
Prada Blends Creativity and Profitability to Lead Independent Luxury
In a luxury landscape rocked by economic swings, Prada S.p.A. has defied gravity since 2019, delivering four successive years of...
Jun 13, 2025
Richemont Strengthens Its Jewellery Empire Amid Global Luxury Headwinds
Since its creation in 1988, Compagnie Financière Richemont has stood as the guardian of Swiss jewellery and watchmaking savoir-faire....
Jun 12, 2025
Sanlorenzo: Italian master of bespoke yachting and sustainable innovation
Founded in 1958 in Viareggio, Sanlorenzo has emerged as a flag-bearer of nautical luxury. Under Massimo Perotti—spiritual heir to founder...
Jun 11, 2025
Pandora Charts Its Course: How Danish “Affordable Luxury” Became a Global Jewellery Giant
Introduction: resilience as a hallmark Founded in Copenhagen in 1982, Pandora A/S has, in four decades, become the global reference for...
Jun 10, 2025
Estée Lauder at a Crossroads
Between 2019 and 2021, Estée Lauder Companies (ELC) seemed unstoppable: a portfolio of iconic brands, enviable profitability and a...
Jun 9, 2025
Brunello Cucinelli, humanistic quiet luxury on a global growth path
For more than forty years, Brunello Cucinelli has embodied a distinctive vision of luxury—artisanal excellence, understated style, and...
Jun 8, 2025
Kering Faces the Gucci Challenge
A Luxury Champion in Transition For two decades Kering has ranked in the global luxury top three alongside LVMH and Richemont. Its...
Jun 7, 2025
LVMH Faces the 2024 Slowdown: Headwinds and Prospects
LVMH (Moët Hennessy – Louis Vuitton) is the undisputed leader in global luxury. Its 75 maisons span fashion, leather goods, wines &...
Jun 6, 2025
Kering, the decline in activity continues in H2 2024.
Kering, a global luxury group based in France, manages the development of prestigious brands such as Gucci, Saint Laurent, and Bottega...
Jul 25, 2024
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