Kering
Lauren Sherman
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June 9, 2025
Kering’s Soft Luxury Problem & A Louis Vuitton H.R. Saga
News and notes on Kering’s 2H25 challenges as François-Henri Pinault’s conglomerate navigates a sluggish market for soft luxury goods; the oil-and-water saga of a Louis Vuitton comms chief parting ways with the luxury giant; and the talent behind Old Navy’s brilliant Lindsay Lohan activewear ad.
Lauren Sherman
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May 19, 2025
Pierpaolo Pressure
With the appointment of Pierpaolo Piccioli to succeed Demna at Balenciaga, Kering appears to be choosing stability—taking a second chance on a proven operator, rather than betting it all on an untested genius. It’s indicative of the risk-averse state of luxury these days, but also the growing pressures on the Pinault family, itself.
Lauren Sherman & Sarah Shapiro
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May 13, 2025
Balenciaga’s Designer Pump Fake & ShopMy’s New Edge
News and notes on a C-suite shake-up at Balenciaga, an M&A move giving ShopMy a new edge in the commerce wars, and fresh H.R. drama at Adidas HQ.
Lauren Sherman & Sarah Shapiro
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April 30, 2025
Luxury’s Tariff Price Hikes & Loewe’s Jonathan Bump
News and notes on the looming tariff-related price increases across Kering-owned fashion brands and the Prada Group, Blake Lively’s no-strategy red carpet strategy, and the official Lyst rankings detailing the hottest brands of Q1.
Pinault Man’s Land
The luxury behemoths LVMH and Kering may be able to weather Trump’s tariffs—the ultra-rich aren’t going anywhere—but more pressing challenges, including a glut of stores, Gucci’s uncertain future, and luxury no longer being cool, are complicating the picture.
Lauren Sherman
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April 23, 2025
Kamala Met Gala Chatter & ‘Vanity Fair’ Micro Updates
A fresh batch of fashion industry intel: Notes on Kering’s disappointing Q1, Vanity Fair’s E.I.C. shortlist, Saks Global’s new headache, and an intriguing potential Met Gala appearance.
Lauren Sherman
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April 7, 2025
Saks Damage Control & The Demna Transfer Portal
The latest fashion industry intel on Paul Helbers at Fear of God, the Balenciaga succession chatter, Marc Metrick’s face-saving campaign, and the long shadow of Frédéric Arnault.
Pinault Noir
Demna’s surprise appointment at Gucci raises more questions than it answers. To wit: Can the single-minded designer stanch the bleeding from the De Sarno era with a harsh aesthetic that seems almost anathema to Gucci’s codes? And what will it mean for Kering’s sagging stock price?
Curious Georgina
Designer and Harvey-ex Georgina Chapman makes a red carpet comeback in Marchesa, accessorized by Oscar-winner Adrien Brody, while Saint Laurent Productions proves it’s a Hollywood player despite the Emilia Pérez ouster.
