LVMH closed 2025 with weak sales growth and falling profits, reflecting shifting consumer behavior, margin pressure, and a structural reset in the global luxury industry.

LVMH’s Results Mark the End of Luxury’s Easy Growth

LVMH’s year-end results for 2025 did not deliver a total collapse, but they confirmed a reality the luxury industry has been bracing for: the post-pandemic “revenge spending” boom has officially evaporated. While revenue remained above the symbolic €80 billion mark, the underlying mechanics of the world’s largest luxury group reveal a sector entering a more…

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Greenland Tariffs

Why Trump’s Greenland Tariff Retreat Still Matters for Fashion

As geopolitical tensions increasingly spill into trade policy, the fashion industry’s exposure to sudden disruption varies sharply by segment. While luxury brands often dominate headlines during tariff scares, mass-market and sportswear companies face their own, often less visible – vulnerabilities. Understanding where risk concentrates reveals not just who stands to lose most from trade volatility,…

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Mr Price Group headquarters as shareholders challenge the NKD acquisition and call for JSE intervention over governance and disclosure concerns.

Mr Price’s NKD Acquisition Faces Shareholder Revolt as JSE Intervention Looms.

South African retail heavyweight Mr Price Group is facing rising internal opposition over its bold €487 million (approximately R9.7 billion) acquisition of European discount retailer NKD Group GmbH, with major shareholders now formally pushing back against the deal – calling for greater scrutiny and even regulatory intervention. The proposed transaction – set to mark Mr…

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Valentine's Day 2025: How Fashion & Beauty Brands Are Ditching Romance for the Self-Love Economy

Valentine’s Day: The Great Uncoupling – How Brands Are Redefining Romance for a New Consumer Landscape

For decades, Valentine’s Day has been synonymous with romantic love, a retail holiday built on couples exchanging gifts, flowers, and chocolates. But a significant shift is underway. Fashion and beauty brands are increasingly moving away from traditional couple-centric narratives, with some skipping overt Valentine’s campaigns altogether while others target the burgeoning market of singles and…

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Elegant Valentino haute couture gown in signature Valentino red, showcasing intricate craftsmanship and timeless silhouette on a runway model

The World of Fashion Mourns Valentino Garavani at 93

A Timeline of Valentino: From Roman Couture to Global Luxury Valentino Garavani founded his fashion house in 1960 in Rome, opening his atelier on Via Condotti with business partner Giancarlo Giammetti. The early years established Valentino as a master of couture craftsmanship, heavily influenced by his Parisian training under Balenciaga and Jean Dessès. International recognition…

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