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.
Hermès’s Diversification Dilemma: Can Luxury’s Crown Jewel Keep Growing?
Hermès’s reliance on a couple of categories and geographies raises questions about the brand’s long-term growth. With economic uncertainty in Asia and a potential plateau in other key regions, Hermès’s strategy to sustain its high growth rate faces increasing pressure.