ARTICLES
Explore our latest insights on the beauty, luxury, and lifestyle industries. At Carrara Advisory, we combine decades of hands-on experience with deep market understanding to provide actionable perspectives on strategy, innovation, and growth. Here, we share our thinking on the trends, challenges, and opportunities shaping the future of your business.
The Great Beauty Portfolio Reset - When Divestiture Becomes the Growth Strategy
The beauty industry is undergoing a structural reset in which large groups like Estée Lauder and Coty are divesting mid-tier, makeup-heavy, marketing-dependent brands that no longer fit their economic and strategic models, signalling a broader shift toward smaller, more focused portfolios built around brands with clear positioning, defensibility, and sustainable growth.
The Eugevity Era: Joi+Blokes and HerMD Lead the Health Revolution
The acquisition of HerMD by Joi+Blokes marks a new era in virtual healthcare, combining diagnostic rigor, clinical specialization, and Eugevity‑focused preventive care to transform how adults manage their long-term health and vitality.
Luxury Groups Shake-Up amid Industry Slowdown
In August 24 Tapestry announced the intention to purchase Capri Holdings. The Federal Trade Commission is currently reviewing the case. Closing statement hence future of the two companies is expected by Sep 30th!
Tapestry’s Capri Holdings Deal Falls Short of a Game Changer
Even with combined revenues approaching $8 billion, the merger won't elevate the companies beyond Tapestry's current standing. While they'll inch closer to PVH and widen the gap with Prada Group, this is far from an industry game changer.