Kering
Lauren Sherman
& Sarah Shapiro
•
September 9, 2025
Kering’s de Meo Era Begins & Madewell After Lazarus
A punchy fashion world primer on Luca de Meo’s official appointment as Kering’s new C.E.O. and Madewell’s post–Adrienne Lazarus strategy.
Valentino After Venturini & Coach’s Tariff Resilience
News and notes on the strategy behind Khaite’s controlled growth, the future of Valentino post-Jacopo Venturini, and Coach’s tariff-proof acceleration.
Lauren Sherman & Sarah Shapiro
•
July 29, 2025
Kering’s De Meo Waiting Game & American Eagle’s Substack Misfire
A close look at Kering’s first-half results and the anticipation for Luca de Meo’s start at Gucci; the drama surrounding Nick Vogelson’s New York-based indie mag Document Journal; and American Eagle’s failure to launch on Substack.
Lauren Sherman & William D. Cohan
•
July 21, 2025
An Arnault Bros. Dilemma & The Kering Waiting Game
News and notes from the fashion front lines: the micro-scandal swirling around Loro Piana and the implications for the Arnault heirs in charge; the chatter inside Kering as the company prepares for incoming C.E.O. Luca de Meo’s debut in September; the early signs that Burberry C.E.O. Joshua Schulman’s turnaround strategy is working; and more.
Lauren Sherman
•
July 7, 2025
My Funny Valentino
Amid tumult in Valentino’s executive ranks and uncertainty in the luxury market, new Kering C.E.O. Luca de Meo has several options before him: reshuffle the team, buy Valentino outright… or simply wait and see.
Kering’s Comeback Kid
For decades, François-Henri Pinault executed a playbook that transformed his father’s retail business into a modern luxury superconglomerate. But macroeconomic headwinds and internal havoc call for a new playbook. Does Luca de Meo, who turned around Renault, have the magic touch?
Lauren Sherman
•
June 16, 2025
The Renault-Pinault Succession & Dôen’s Series A
News and notes on Kering poaching a French car executive to replace François-Henri Pinault, and some major fundraising intel out of Southern California, where the Kleveland sisters just scored some well-deserved capital to fuel Dôen’s next stage of growth.
Kering Regime Change & Tiffany’s Hollywood Playbook
News and notes from Paris and New York: The François-Henri Pinault succession chatter inside Kering; how Greta Lee and Mikey Madison became Tiffany ambassadors; and an activist struggle at Victoria’s Secret.
The First Monday of Mayhoola
Rumors abound regarding Mayhoola, the Qatari royal family–backed investment vehicle that once aspired to challenge LVMH and Kering before pivoting. Now, it seems, it’s pivoting again…
