Podcasts about LVMH

The beauty industry had an eventful summer marked by changing retailer strategies, stark revenue tumbles and a flurry of pricey acquisitions.  In this special episode of The Glossy Beauty Podcast, reporters Lexy Lebsack, Emily Jensen and Sara Spruch-Feiner walk through the stories that defined the season.  This includes strategy shifts within retailers like Sephora, Ulta Beauty and Target, plus a look at disappointing revenue at conglomerates Shiseido and Estée Lauder Companies. The team also discusses the biggest acquisitions of the season — including Rhode, Dr. Squatch, Space NK and Touchland — and the tariff-related topics we're watching as fall approaches.  To start (0:53), Glossy's beauty team digs into the industry's biggest summer investments, led by E.l.f. Beauty's May purchase of Hailey Bieber's Rhode for $1 billion. The team also walks through CPG company Church & Dwight's $700 million purchase of trendy hand sanitizer brand Touchland in May and Unilever's June purchase of digitally-native men's care brand Dr. Squatch for $1.5 billion.   Beauty's top specialty retailers also had big summers. Sephora (8:37) is leaning deeper into a tried-and-true brand launch playbook: the celebrity artist. In the past few weeks, the retailer has rolled out new lines from celebrity makeup artists Hung Vanngo and Mary Phillips, plus hairstylist Chris McMillian.  Meanwhile, Ulta Beauty (18:17) had a whirlwind summer as new CEO Kecia Steelman executed her “Ulta Unleashed” comeback plan. Steelman, who was appointed CEO in January after more than a decade with the company, announced her plan in March as a response to the company's 1.9% year-over-year holiday sales tumble. Glossy's team unpacks all the changes, including the acquisition of U.K. retailer Space NK, international expansion into Mexico and the Middle East, and the end of Ulta's shop-in-shop with Target.  Finally (25:37), Glossy's team walks through can't-miss beauty conglomerate news: LVMH's splashy Louis Vuitton Beauté launch and Shiseido's sales tumble caused by Drunk Elephant's poor performance, plus turbulence at Waldencast and Estée Lauder Companies. Finally (36:27), team Glossy ends with a few autumn tariff predictions. 

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über schlechte Zeiten für Bank-Aktien, eine luxuriöse Hoffnung und einen neuen Rüstungs-ETF mit Patent-Bonus. Außerdem geht es um Commerzbank, Deutsche Bank, Delivery Hero, Richemont, Swatch, LVMH, Kering, Alphabet, Amazon, Microsoft, Meta, Xtrackers Europe Defence Technologies ETF (WKN: DBX0W8), Rheinmetall, BAE Systems, Safran, Airbus, Rolls Royce, DSV, VanEck Defense ETF (WKN: A3D9M1), Lockheed Martin, Raytheon, Northrop Grumman, SPDR S&P Europe Defense Vision ETF (WKN: A417ZR), Leonardo, Saab, Thales und Aroundtown. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Download Deel's free AI-powered HR guide and discover how to streamline processes, stay compliant, and scale globally with ease: https://shorturl.at/Y1ySBWhat does it really mean to belong at work? In this episode of the HR L&D Podcast, Nick Day sits down with Greg Morley — global HR leader, former Head of DEI at Moët Hennessy, and author of BOND: Belonging and the Keys to Inclusion and Connection.Greg shares powerful insights from his 20+ year career at Disney, Hasbro, and LVMH, where he led multicultural teams across the US, Europe, and Asia. Together, Nick and Greg explore:Why belonging is the foundation of inclusion and employee engagementHow leaders can build psychological safety and connection in diverse workplacesThe challenges of driving global DEI initiatives across regions and culturesPractical steps HR professionals can take to embed inclusion into daily practicesWhy belonging is the future of work — and how it impacts retention, innovation, and growthWhether you're an HR leader, people manager, or business owner, this conversation will help you understand why belonging matters and how you can create a workplace where everyone feels valued and connected.

In this episode of Numbers and Narratives, host Sean Collins sit down with Saverio Bianchi, founder of Atelier & Avenue, a boutique e-commerce and digital transformation consultancy. With over 20 years of experience working with luxury brands like Ferrari, LVMH, and L'Oreal, Saverio offers a unique perspective on the current state of direct-to-consumer (DTC) businesses. He discusses the challenges facing DTC brands, including rising ad costs, investor pressures, and the shift towards omnichannel strategies. Saverio emphasizes the importance of creating desire and standing out in an increasingly crowded market, urging brands to be brave and innovative in their approach to growth. He also delves into the critical role of data and insights in decision-making, highlighting the common pitfall of being "data-rich but insights poor." Saverio provides valuable advice on how to overcome this challenge, suggesting that brands "Marie Kondo" their KPIs and focus on actionable insights. This episode is a must-listen for anyone involved in e-commerce, digital marketing, or brand strategy, offering practical wisdom and fresh perspectives on navigating the evolving DTC landscape.https://www.linkedin.com/in/saveriobianchi/https://www.atelierandavenue.com/

Cet épisode est présenté par Squarespace.Vous voulez lancer votre marque, votre projet ou votre portfolio ?Squarespace est l'outil que j'aurais rêvé d'avoir à mes débuts : templates élégants, boutique en ligne intégrée, paiement sécurisé, gestion des stocks, emailing, optimisation SEO… tout en un, sans développeur et sans prise de tête.Essayez 14 jours. -10 % avec le code BOLD → squarespace.com/BOLD

Welcome back to the LuxeGen Group Chat! This week, Saroop is joined by Elle and India to dish on the ultimate summer hot list – from Copenhagen Fashion Week to LVMH investing in Dishoom (yes, really). They dive into this week's viral hits, including the Beis x Gap hoodie-neck-pillow, the “Surviving Dejon” book and the Gen Z blank-stare phenomenon. Elle spills all from her trip to Way Out West Festival in Gothenburg, plus we get the lowdown on All Points East and Love International lineups. Music highlights include new albums from Kaytranada, Taylor Swift, Sabrina Carpenter and the return of the pop-girl era with Zara Larsson and Katy B. Fashion-wise, they share under-the-radar favourites like Miista khaki sneakers, Mais x Frida trousers and Kai Collective's latest drop. They finish with a round-up of upcoming films – from Weapons and Materialists to The Conjuring – and all the content flooding our For You Pages this week.Follow us on:Instagram | https://bit.ly/3X0xm27TikTok | http://bit.ly/3jvwlBEPodcast | https://open.spotify.com/show/60SxAVVuD3LrgLdlKuy3uH Panel:Saroop Sangha | @saroop.k.s | https://www.instagram.com/saroop.k.s/?hl=en-gb M&S Pure Cotton Bermuda Shorts | https://tidd.ly/4n2Io4H India Agyeman | @indaagy | https://www.instagram.com/indiaagy/?hl=en By Maline Birger Amani Organic Cotton Tank Top (Similar) | https://tinyurl.com/ahkzmm2t Havaianas Square Toe Flip Flops | https://asos.bbgqo9.net/xLDyAv Elle Magill | @eleanormagill | https://www.instagram.com/eleanormagill/?hl=en Topshop Everyday Tee | https://asos.bbgqo9.net/jeAzK0 Damson Madder Charlotte Midi Skirt | https://tinyurl.com/4t9648vk Gina Tricot Belt With Silver Detail | https://asos.bbgqo9.net/55PAON Loveness Lee Jewellery | https://www.lovenesslee.com/ Hosted on Acast. See acast.com/privacy for more information.

Cet épisode est présenté par Squarespace.Vous voulez lancer votre marque, votre projet ou votre portfolio ?Squarespace est l'outil que j'aurais rêvé d'avoir à mes débuts : templates élégants, boutique en ligne intégrée, paiement sécurisé, gestion des stocks, emailing, optimisation SEO… tout en un, sans développeur et sans prise de tête.Essayez 14 jours. -10 % avec le code BOLD → squarespace.com/BOLD

In this week's episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter.  We also dive into three big names making headlines: Wolters Kluwer's sharp share price drop and the fear of AI disruption, Novo Nordisk's earnings and competition with Eli Lilly, and UnitedHealth's reduced outlook.  Along the way, we cover dividend hikes and cuts from around the globe, have some laughs over corporate slogans, and answer a packed list of listener questions ranging from sector risks to portfolio construction. SEE YOU ON THE INSIDE!! Tickers discussed: WKL.AS, NVO, LLY, UNH, HEIA.AS, NN.AS, AD.AS, ITW, CLX, AWR, WHR, LGEN.L, MRK, LVMH.PA, TGT, LYB, NKE,CVX, HPQ, MSFT, SHEL, BTI, BAM, BAES.L, HORNB.BR, UPS, PEP, CCOI, ORA.PA,ASR.AS, ASML.AS, UL, GLB.IR, KRZ.F, KESKOB.HE, KNEBV.HE, SAMPO.HE, AGE.BR, XIOR.BR,ASC.BR, SHL.DE, DEF.F, NVO-B.CO, VICI, RY, DOL.TO, FTS.TO, UKW.L, VOLVB.ST,INVE-A.ST, INVE-B.ST, SEB-A.ST, SWED-A.ST, HAND-B.ST, SHELL.AS, VIE.PA, O,SECUB.ST, ABBV, BAYN.DE.  Join us :[Facebook]  - Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/how-it-works

For this special double-header episode, Lauren covers both the business and pleasure of fashion. First up is Bernstein analyst Luca Solca with a reflection on the latest luxury earnings season. They discuss pricing, the secondhand market, the Chinese consumer, and the prospects of everyone from The Prada Group and Hermès to Richemont, LVMH, and Kering. Then, stylist Sarah de Mavaleix pops in to discuss the greatest of Phoebe Philo Collection D, and why it marks a turning point for the designer—and the fashion industry writ large. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Le secteur du luxe traverse une période délicate. Ralentissement des ventes, chute des bénéfices, recul des achats touristiques : les géants comme Kering ou Prada sont touchés de plein fouet. Analyse d'un été difficile pour une industrie longtemps considérée comme à l'abri des crises. C'est un fait bien connu : le tourisme est vital pour le secteur du luxe. L'été représente une période stratégique, car les touristes étrangers, notamment les plus aisés, réalisent une grande partie de leurs achats à l'étranger. Que ce soit à Paris, Milan ou Tokyo, ils y recherchent à la fois une expérience authentique et un effet de change favorable pour éviter les taxes locales. En 2024, les ventes de produits de luxe avaient bondi grâce à un dollar fort – les Américains se ruant sur les boutiques européennes – tandis que les Chinois profitaient d'un yen historiquement faible pour faire leurs emplettes au Japon. Mais cette dynamique s'est inversée : le yen se redresse, le dollar faiblit. Résultat, le pouvoir d'achat touristique s'effondre, entraînant un net recul des ventes. À lire aussiL'industrie du luxe à un tournant de son histoire Les chiffres sont sans appel pour les grandes marques Le groupe Kering est l'exemple le plus marquant de cette tendance. Son bénéfice a plongé au premier semestre 2025, et ses ventes ont fortement reculé. Même constat chez Prada, dont les ventes ont chuté de 2 % sur la même période. Gucci, marque phare du groupe Kering, enregistre quant à elle une baisse de 26 % sur un an. Ce repli s'explique également par des causes plus structurelles. En dix ans, les prix ont considérablement augmenté, poussant même les consommateurs fortunés à se montrer plus regardants. Car oui, le client du luxe cherche aussi un bon rapport qualité-prix. Et sans avantage tarifaire à l'étranger, il n'y voit plus l'intérêt d'y faire ses achats. À lire aussiLe secteur du luxe, victime de la guerre commerciale de Donald Trump Des réponses face à une crise durable La conjoncture mondiale n'arrange rien. Instabilité économique, tensions géopolitiques, droits de douane américains sur les produits européens désormais portés à 15 %. Tout cela pèse lourdement sur les perspectives du secteur. L'imbroglio des négociations entre Bruxelles et Washington n'a fait que renforcer l'incertitude. Face à ces défis, les groupes réagissent. Chez Kering, un plan de relance est en cours avec notamment l'arrivée d'un nouveau directeur général – Luca de Meo, ancien patron de Renault – et un nouveau directeur artistique chez Gucci. Plus globalement, les maisons de luxe ont compris qu'elles ne pouvaient plus se reposer uniquement sur la puissance de leur logo ou les hausses de prix. L'heure est au renouveau : retravailler l'expérience client, réenchanter l'image de marque et surtout, recréer le désir d'achat afin que les clients sortent leurs cartes bancaires !

C dans l'air l'invité du 1er août 2025 avec Marie-Christine Sonkin est rédactrice en chef Patrimoine des Echos. Ce vendredi 1er août, le taux du Livret A baisse de 2,4 % à 1,7 %. C'est la deuxième diminution de l'année pour ce placement détenu par 58 millions de Français. Une décision attendue, dans un contexte de recul de l'inflation, tombée à 0,88 % au premier semestre 2025. Si cette baisse pénalise les épargnants, elle profite en revanche aux acteurs du logement social, qui empruntent à ce taux, ainsi qu'aux banques.Dans un climat économique incertain, marqué par des tensions géopolitiques persistantes, le taux d'épargne a atteint 18,2 % au premier trimestre 2025, un record hors période Covid. L'or s'impose par ailleurs comme une valeur refuge incontournable. L'assurance-vie continue d'attirer massivement, avec 97,8 milliards d'euros versés depuis le 1er janvier, selon France Assureurs.Cette réorientation de l'épargne intervient alors que les marchés financiers vacillent. Depuis les annonces de Donald Trump lors du "Liberation Day", les Bourses européennes reculent nettement. Des géants comme LVMH ou Pernod Ricard en subissent les contrecoups. Parallèlement, le cours du bitcoin s'envole, posant un véritable dilemme aux investisseurs. Dans ce paysage instable, une question s'impose : faut-il encore miser sur le Livret A ? sur l'assurance-vie ? Quelles alternatives envisager pour protéger son épargne ?Marie-Christine Sonkin, rédactrice en chef Patrimoine aux Échos, analysera ce 1er août la baisse du taux du Livret A à 1,7 %, un recul historique pour le placement favori des Français. Elle en décryptera les impacts directs sur l'épargne des ménages.

C dans l'air du 1er août 2025 : Droits de douane : l'onde de choc mondialeLe début d'un nouvel ordre commercial international ? Le président américain Donald Trump a signé hier soir le décret instaurant les nouveaux droits de douane qui toucheront les produits des partenaires commerciaux des États-Unis. Ce geste vise à "restructurer le commerce mondial au bénéfice des salariés américains", selon un document publié par la Maison-Blanche. Ils prendront effet le 7 août, et non dès aujourd'hui, comme initialement attendu. L'Union européenne, le Japon ou la Corée du Sud verront ainsi leurs produits être taxés à hauteur de 15 %, le Royaume-Uni de 10 %.Ces taux amendent ceux qui avaient été annoncés le 2 avril dernier avant d'être suspendus en raison de la débâcle que cette annonce avait provoquée sur les marchés financiers.Faute d'être parvenus à un accord avec Donald Trump, la Suisse ou encore le Canada se sont vus imposer des droits de douane particulièrement élevés sur leurs produits exportés aux États-Unis. Ces deux pays, taxés respectivement à hauteur de 39% et de 35%, comptent parmi les grands perdants de l'opération commerciale américaine. Le Brésil est également très durement touché, avec des taxes à 50 %. L'administration Trump utilise sa politique tarifaire pour s'opposer aux équipes du président Lula et à la justice brésilienne, qui poursuit l'ancien président d'extrême droite, Jair Bolsonaro.Les deux géants asiatiques ne sont pas épargnés. L'Inde sera taxée à 25 % et la Chine à 55 %, en tenant compte des hausses intervenues lors du premier mandat de Trump.Au regard de ses concurrents internationaux, l'Union européenne ne semble donc finalement pas s'en tirer à si mauvais compte.Mais en France des critiques contre l'accord signé entre Bruxelles et Washington se sont fait entendre au plus haut sommet de l'Etat. Le manque de combativité européenne dans ce dossier fait réagir. La France a "été un peu seule" à se battre, selon le Premier ministre François Bayrou. Emmanuel Macron estime que l'UE n'a pas été assez "crainte" par les Etats-Unis et affirme que la France "n'en restera pas là". Le président souhaite obtenir de "nouvelles exemptions", notamment pour le secteur des alcools et spiritueux.Si le secteur aéronautique a évité la foudre et apparaît sauvegardé, le luxe, fleuron français, sera touché par cette nouvelle donne. Bernard Arnaud, à la tête de LVMH, le numéro un mondial du secteur, va ouvrir une usine au Etats-Unis. Kering, numéro trois mondial, a de son côté annoncé l'arrivée de l'Italien Luca Di Meo à la tête de l'entreprise. L'ancien dirigeant de Renault devrait toucher 20 millions d'euros lors de la signature, et ce malgré les difficultés du groupe.De l'autre côté du Rhin, l'automobile allemande va aussi pâtir de ces droits de douanes réévalués. D'autant que des plans sociaux étaient déjà annoncés avant même la politique américaine. Les constructeurs sont en effet frappés par la forte concurrence des véhicules électriques chinois.Ces nouveaux droits de douane sont censés attirer les investissements étrangers pour une production sur le sol américain, et relacencer, dans le même temps, l'industrie américaine. Mais le pouvoir d'achat des ménages américains va aussi en ressentir les effets : le budget Lab de Yale estime à 2400 dollars par famille en moyenne le coût des droits de douane la première année.Grands gagnants de cette nouvelle donne - et de l'appauvrissement des ménages américains privés de leurs importations chinoises à bas coûts - les entreprises de réparation et de reconditionnement. Une équipe de C dans l'air a rencontré le dirigeant de Back Market, une entreprise française de reconditionnement et de commerce d'appareils électriques et électroniques. Il explique que son groupe, implanté aux Etats-Unis, a vu ses ventes multipliées par trois lors des premières annonces de Trump survenues en avril dernier. Selon lui, un changement des habitudes de consommation est en train de s'opérer. Faute de pouvoir acheter des produits en provenance de l'étranger, les clients vont se recentrer sur le local. Pour le plus grand profit de son entreprise. Bien malgré lui, Donald Trump sera ainsi, selon lui, un artisan de l'écologie, grâce à la diminution des flux de commerces internationaux que sa politique pourrait entrainer.LES EXPERTS :- Jean-Marc DANIEL - Économiste , professeur émérite à l'ESCP business school- Isabelle RAYMOND - Cheffe du service économie et social - France info- Philippe MABILLE - Directeur éditorial - la Tribune et la Tribune Dimanche- Erwan BENEZET - Journaliste au service économie - le Parisien Frédéric DABI - Directeur Général Opinion de l'Ifop

LVMH Moët Hennessy Louis Vuitton SE, to use its proper name, is led by Bernard Arnault, who is credited with creating today's luxury industry. Can he turn the firm around after its missteps? Why do fluffy K-dramas tempt North Koreans to brave the firing squad? It is not the political messages. And our Big Mac index shows trade-tantrum effects on the dollar.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

LVMH Moët Hennessy Louis Vuitton SE, to use its proper name, is led by Bernard Arnault, who is credited with creating today's luxury industry. Can he turn the firm around after its missteps? Why do fluffy K-dramas tempt North Koreans to brave the firing squad? It is not the political messages. And our Big Mac index shows trade-tantrum effects on the dollar.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

According to Antoine Arnault, CEO of Loro Piana: "Luxury products are sustainable by nature." Hmmm. What do we think of that, then? Just because it's expensive doesn't make it ethical. In case you are not across these names, Arnault is a member of the LVMH dynasty (his dad, Bernard, is one of the 10th richest people on the planet) and Loro Piana is a posh Italian knitwear brand known for its cashmere and $500 baseball hats. But they've been in the news of late for rather less glamorous reasons, including sweatshop conditions in supplier factories in Italy.On this week's pod, Clare sits down with Jasmin Malik Chua, Sourcing Journal's Environment and Labor Editor, to unpack just how that can happen, and whether it's really true that you get what you pay for in high fashion.Thank you for listening to Wardrobe Crisis.Find links and further reading for this episode at thewardrobecrisis.comRead Clare's columns & support the show on Substack - wardrobecrisis.substack.comTell us what you think. Find Clare on Instagram @mrspressGot recommendations? Hit us up!And please leave us a rating / review in Spotify/ Apple & help us share these podcasts. Hosted on Acast. See acast.com/privacy for more information.

MGM Resorts reported a 4% drop in Las Vegas Strip revenue for Q2, reflecting a broader decline in mid-market visitor traffic, while high-end demand remains strong. LVMH has gained an option to fully acquire the Orient Express brand by 2027 and has also invested in its upcoming luxury yacht project, signaling further expansion in ultra-luxury travel. Meanwhile, the U.S. Department of Justice has dropped its antitrust lawsuit against the Amex GBT-CWT merger, clearing the way for a dominant player in corporate travel to form later this year. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

Send us a textThe golf world witnessed two major developments this past week – the shocking acquisition of boutique putter brand L.A.B. Golf by luxury giant LVMH for a reported $200 million and the release of Adam Sandler's long-awaited sequel, Happy Gilmore 2.The L.A.B. Golf acquisition represents a pivotal moment in the equipment industry as a cult-favorite brand transitions into corporate ownership. While fans and competitors alike sent congratulations to founder Sam Hahn, questions linger about the future direction of these beloved putters. Was this a necessary lifeline for a brand struggling with scaling production and managing growth? Will L.A.B. putters remain accessible or transform into luxury items with price tags to match their new parent company's other offerings? We break down the potential motivations behind the sale, insider perspectives on production challenges, and what this could mean for other boutique golf brands potentially eyeing similar exits.Happy Gilmore 2 delivers exactly what you'd expect from an Adam Sandler golf comedy – ridiculous scenarios, heartfelt moments, and an impressive roster of cameos from golf's biggest names. The film manages to balance nostalgic callbacks with a surprisingly coherent storyline about redemption. While not cinematic brilliance, it captures the fun spirit of golf that appeals beyond traditional audiences. We analyze the movie's approach to the divide between established tours and upstarts, the standout performances (John Daly steals every scene), and the prominence of actual golf brands throughout the film.Between planning our upcoming Arizona golf adventure, discussing the challenges facing Vegas courses during extreme heat, and teasing our Nebraska golf expedition, we offer perspective on respecting the hard work of maintenance crews battling water restrictions. With course conditions varying widely across the country, we remind listeners that not every course can or should be Augusta National – especially in August when temperatures soar above 110 degrees.Follow us on social media and subscribe to our channel for a chance to win exclusive golf gear in our upcoming giveaway. We're here every Tuesday at 8:30 PM PST to bring you the latest conversations happening in the golf world.Special thank goes out to our show sponsor:

En el episodio de hoy expongo mis razones para pensar por qué acciones bajistas como Novo-Nordisk, Nike, LVMH, DGE etc etc NO son una oportunidad de inversión y no deberías considerarlas para invertir siendo inversor minorista.Únete al canal GRATUITO de WhatsApp: https://whatsapp.com/channel/0029VaTrH1L72WTwHEGtyr0mSígueme en instagram: ⁠https://instagram.com/arnau_invertirbolsa⁠Todo lo que hacemos en Boring Capital: ⁠https://boringcapital.net/⁠Consulta nuestras rentabilidades pasadas en Boring Capital: ⁠https://boringcapital.net/informes-rentabilidad⁠Sígueme en Twitter: ⁠https://twitter.com/ajnogues⁠Suscríbete a nuestra newsletter: ⁠https://mailchi.mp/1a1f327fc3d5/ideas-de-swing

Toyota meldt recordverkopen, terwijl de concurrentie dramatisch draait. Hermes verkoopt veel meer en dat terwijl de concurrentie steeds minder verkoopt. En de Amerikaanse economie draait als een zonnetje en merkt (nog) niks van Trumps tarieven.Je leest het goed: heel veel goed nieuws, maar ook veel onverwachts nieuws. Want waarom draaien Toyota en Hermes zo goed, terwijl andere bedrijven er niks van bakken? We zoeken deze uitzending uit hoe dat zit.We vertellen je ook over de miljardendeals die Elon Musk voor Tesla aan het sluiten is. Musk lijkt ineens een betere dealmaker dan president Trump. Over Trump gesproken: zijn team is nog steeds in overleg met de Chinezen. Ondertussen haalt hij wel uit naar India. Dat land wordt getrakteerd op 25 procent aan importheffingen. Verder bespreken we de cijfers van Just Eat Takeaway en JDE Peets. Vooral dat laatste bedrijf springt eruit. Buiten de Amsterdamse beurs kijken we ook, nog naar de cijfers van Adidas. Die kwartaalcijfers van de Duitsers zien er niet slecht uit, maar vallen wel slecht bij aandeelhouders. Starbucks komt ook nog voorbij, een mega-overname door cybersecuritybedrijf Palo Alto én het gaat over Australie. Daar raakt Youtube ineens een hele doelgroep kwijt! See omnystudio.com/listener for privacy information.

Fue un fin de semana de alivio para Europa, que a contrarreloj consiguió lo mejor que pudo para tener el arancel más bajo posible. Hablamos de la nutrida semana que tendrá Estados Unidos con los datos económicos y en el mundo corporativo, LVMH quiere deshacerse de Marc Jacobs ¿por qué lo hace? Además, el negocio de fútbol de Ollamani, que involucra al ex Estadio Azteca y el Club América anda muy desmayado.

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Wir haben einen Deal mit EU und USA. Die Berichtssaison treibt den S&P 500 auf neues Rekordhoch. Charter und Intel sind davon maximal weit entfernt. VW leidet auch, aber weniger als erwartet. Alphabet, Union Pacific und LVMH haben Deals oder wollen Deals. Ein Corona-Profiteur wird zum KI-Profiteur. Das ist zumindest das Ziel von Clorox (WKN: 856678). Kaum jemand kennt Trump so lange wie LVMH (WKN: 853292). Kann die Firma davon profitieren oder ist die Krise dauerhaft? Diesen Podcast vom 28.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Le suspense sur les droits de douane ne durera pas jusqu'à la date butoir du 1er août. En tout cas en ce qui concerne l'Europe, qui a plié le genou face à Donald Trump. Un accord qui va renchérir les produits européens (et américains produits en Irlande, diraient les mauvaises langues), mais qui satisfait le monde financier qui craignait le pire.

Bapcor, the company behind Autobarn, Burson and Midas, has issued a major profit warning, three directors have quit, and its share price has nosedive. Paramount has finally merged with Skydance in an $8 billion USD deal after close to 2 years of negotiations. LVMH has seen its share price fall more than 8% after investors get major tariff anxiety. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Kate, Jeff, and Nidhi chat about the latest earnings from big names like Google, ITV, and Televisa Univision. They dive into how AI is driving ad growth, why digital formats are taking over, and how consumer spending is holding up despite tariffs and other challenges.They also explore what's happening in the auto world with EVs, how brands like Coca-Cola and LVMH are staying strong, and why ESPN's NFL deal could shake things up. Plus, hear how legacy media is juggling linear TV and streaming.00:00-Introduction01:25-Google Earnings and AI Investments07:40-European Media Owners: Challenges and Digital Shifts12:05-Televisa Univision and Sports Media Updates18:11-Automotive Industry: GM, EVs, and Tariff Impacts26:29-Luxury and CPG Trends: LVMH, Nestle, and Coca-Cola32:08-Looking Ahead: Upcoming Earnings and Economic SignalsMid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025

President Trump tours renovations at the Federal Reserve and says costs have spiralled to $3.2bn at the site but Chairman Jerome Powell pushes back against the claims. LVMH suffers a larger-than-expected fall in Q2 sales as CEO Bernard Arnault announces plans to open a new factory in Texas. VW Group cuts its FY guidance following an almost-30 per cent plunge in operating profit in the second quarter. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das endgültige Aus von Intel in Deutschland, einen neuen Rekord bei Nvidia und eine Dauerläufer-Aktie, die Tech und Tradition verbindet. Außerdem geht es um IBM, Tesla, Chipotle Mexican Grill, Alphabet (Google), LVMH, Deutsche Bank, Atoss Software, Constellation Software, Brown & Brown, Vitec Software, Alimentation Couche-Tard, DSV, Deere & Co., CNH Industrial und Kubota. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

US President Trump said he spoke with Fed Chair Powell on rates and the meeting was productive, while he noted that there was no tension and he repeated several times that he believes Powell will do the right thing.European bourses are under pressure but off worst levels, LVMH +4% post-earnings; US futures trade mixed around the unchanged mark.DXY is a touch higher, JPY lags, GBP digests retail sales miss.USTs essentially flat, Bunds weighed on by continued ECB repricing.Gold loses its shine while Crude remains rangebound awaiting the next catalyst.Looking ahead, US Durable Goods, Atlanta Fed GDPNow. Earnings from AutoNation & AON.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Het woord herstel kennen ze niet bij Volkswagen en LVMH. Bij de autobouwer zijn de marges laag en keldert de winst. Met maar liefst 38,5 procent. Als klap op de vuurpijl verlaagt Volkswagen de verwachtingen voor de rest van het jaar. Bij LVMH gaat de omzet voor het vierde kwartaal op rij naar beneden.En de Franse luxeketen ziet het voorlopig nog niet goed komen. De Duitsers dus ook niet. Toch zijn beleggers enthousiast, want de beurskoers van beide bedrijven ging flink omhoog. Wat zien beleggers dat wij niet zien? Je hoort het deze aflevering.Hebben we het ook over een pijnlijk bezoek. President Trump kreeg een bouwhelm op en mocht langskomen op de bouwplaats van de Federal Reserve. De centrale bank bouwt daar aan nieuw hoofdkantoor. Hij stond de pers te woord met naast hem Fed-baas Jerome Powell. Dezelfde man die hij elke dag uitmaakt voor rotte vis.Gaat het ook over de goedkeuring die de Amerikaanse toezichthouder heeft gegeven voor de fusie tussen Skydance en Paramount. Waardoor we het dus even moeten hebben over de films van Tom Cruise, want die krijgen nu een ander onderkomen.Ook bespreken we problemen bij Intel. Daar gaat het nog steeds niet goed. Na al die ingrepen. Bij Tesla gaat het ook niet goed (dat hoorde je gisteren al), maar er komt nu nog iets bovenop. Musk blijkt niet al te best gehandeld te hebben met Bitcoin. Tesla loopt daardoor miljarden mis...See omnystudio.com/listener for privacy information.

President Donald Trump claims further renovation budget overruns adding pressure on US Federal Reserve Chair Jerome Powell to lower interest rates. Roger Hearing hears reaction from Loretta Mester, the former Cleveland Fed President. Profits plummet at LVMH, the makers of luxury champagne, jewellery and expensive handbags. And as women's football has been dominating the sporting agenda this week, both in Africa and Europe, we look at where women's teams must compete for investment and coverage with the men.

US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.European bourses continue to gain, albeit are off best levels; US futures mixed, GOOGL +3%, TSLA -6% in pre-market trade.GBP lags on soft PMIs, EUR eyes ECB and potential EU-US breakthrough.EGBs hit by trade updates, Gilts off lows post-PMIs, USTs await data.Crude rises on trade optimism and geopolitics, gold unwinds risk premium.Looking ahead, Global PMIs, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from the US.Earnings from LVMH, Carrefour, Michelin, Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Global equity markets rally on US-Japan trade deal progress, sparking hopes for EU agreements, with equities surging and gold easing. Japan's Nikkei 225 reaches a new all-time high, as does the S&P 500. In earnings: Alphabet surprises positively, while Tesla disappoints. Companies reporting today include industry giants like Nestle, Roche, Deutsche Bank, and LVMH. The ECB is not expected to cut rates today, with the market's focus on its outlook. Carsten Menke, Head of Next Generation Research, discusses China's historic new hydropower project – which is six times bigger than the Three Gorges Dam – and explores its potential impact on iron ore and steel prices.(00:00) - Introduction: Helen Freer, Investment Writing (00:25) - Markets wrap-up: Mike Rauber, Investment Writing (05:58) - Iron ore and steel: Carsten Menke, Head of Next Generation Research (09:51) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Nos fijamos hoy con Jorge del Canto, asesor financiero en delcanto.es, en Deutsche Bank, Deutsche Telekom, T Mobile, ST Micro, Total Energies y LVMH.

Less than two weeks out from the August 1 tariff deadline, Treasury Secretary Scott Bessent discusses progress on trade deals with the EU, Japan, and Indonesia. Sec. Bessent also comments on monetary policy, including reports that he tried to talk President Trump out of firing Fed Chair Jerome Powell. He calls for an examination of the entire Federal Reserve institution. Robert Frank reports on the latest in the private jet business: an investment group led by LVMH's private equity arm is buying 20% of Flexjet. Plus, Scottie Scheffler won his first British Open title, and Andrew Ross Sorkin and Joe Kernen recreate a meme-able moment on a kiss cam.  Scott Bessent - 13:06Robert Frank - 33:36 In this episode:Scott Bessent, @SecScottBessentBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks: Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we've heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the headwinds just haven't shown up yet. Plus: a deep dive on new numbers out of Domino's with an analyst who calls the stock a buy, as their CFO says they've seen no geopolitical impact to their business.  Also in focus: hear from the CEO of the credit bureau FICO as his company comes under fire for being a “monopoly” – why he says it's just the most efficient way for the market to operate, how he's using AI in the business, and more… and the latest on the biggest movers of the day, from Sarepta to Apple to LVMH.Squawk on the Street Disclaimer

YouTubeとSpotifyでビデオポッドキャストで字幕付きで公開中＜目次＞(0:00) OP(1:03) Madhappyをどうやって作ってきたか(4:50) 勢いが出てきた瞬間・ポップアップ施策(6:33) プレッシャーを感じることはある？(7:55) ヘリテージ（歴史や伝統）と進化のバランス(10:48) Madhappyとメンタルヘルス(14:25) もしブランドを今から作るなら・アイコニックなものは作れるのか(19:45) アパレル以外の展開、そして日本(27:40)  眠れなくなるほど考えてしまうこと＜About Off Topic＞Podcast:Apple - https://apple.co/2UZCQwzSpotify - https://spoti.fi/2JakzKmOff Topic Clubhttps://note.com/offtopic/membershipX - https://twitter.com/OffTopicJP草野ミキ:https://twitter.com/mikikusanohttps://www.instagram.com/mikikusano宮武テツロー: https://twitter.com/tmiyatake1 

Het gaat goed met Netflix. Heel erg goed, en dus verhogen ze de omzetverwachting voor het hele jaar! Er kwamen meer abonnees bij, die ook nog eens meer betalen. Ook verdient Netflix meer aan adverenties. Zouden we bijna de winst vergeten: die stijgt met bijna 48 procent!Alles lijkt goed te gaan bij Netflix. Alleen de hoge verwachtingen van beleggers en analisten lijken het aandeel nog naar beneden te krijgen. Dat bespreken we deze aflevering. Kijken we ook of Netflix niet het nieuwe goud is, je vluchthaven in onrustige tijden.Onrustig is het ook bij de Federal Reserve. De Amerikaanse centrale bank wordt steeds aangevallen door president Trump. Die vindt dat Fed-baas Jerome Powell een 'idioot' is die 'te traag is' met het verlagen van de rente. Arme Powell krijgt er nu nog een probleem bij: een van zijn collega's keert zich tegen hem. Over Trump gesproken. Hij lijkt de reden voor het abrupt stoppen van de Late Night Show. Of dat nog niet genoeg is, gaat hij nu ook achter Rupert Murdoch en zijn Wall Street Journal aan.Verder in deze BNR Beurs: Zuckerberg toch niet onder ede gehoord, tot frustratie van zijn eigen beleggers Saab scoort en niet alleen met de oude auto van de Navo-baas De beurs van Israël bereikt een nieuwe recordstand Hoe onrustiger, hoe beter. Amerikaanse zakenbanken profiteren en masse See omnystudio.com/listener for privacy information.

Alina Roytberg and Lev Glazman, co-founders of Fresh, built one of the first modern skincare brands rooted in natural ingredients, sensorial experience, and emotional connection—long before “clean beauty” became a trend. In this episode, they share how they turned a personal frustration with conventional products into a business that caught the attention of Barneys, Sephora, and eventually LVMH. We talk about the $10,000 gamble that launched their first store, the soap that flew off shelves without any marketing, and the costly mistake of chasing too many opportunities at once. They also open up about what it was really like being acquired by a luxury giant, maintaining creative control, and why clarity, discipline, and customer trust are still their guiding principles. This is a conversation about growth with intention, learning through missteps, and staying connected to the original spark that started it all. While our last episode officially wrapped Season 5, we couldn't resist sharing this bonus conversation before we take a short break. We'll be back next season—one more story of risk, resilience, and the long game of building something meaningful. Key Takeaways and Topics: The emotional and sensory philosophy behind Fresh's product development Why their soaps sold out at Barneys within days—and what they did next The failed attempt to launch a subbrand (Index) at Bergdorf and the costly lesson in diluted focus Building a brand through education and storytelling—before the internet The early days of clean beauty and why they focused on what's in the product How LVMH acquired Fresh while allowing the founders to retain autonomy and creative control Navigating acquisition and learning how to lead within a global conglomerate   The Failure Factor Podcast was brought to you by Off The Field Coaching. Explore working with one of our coaches at http://offthefieldcoaching.com Hosted by Megan Bruneau: therapist, executive coach, speaker, Forbes contributor, and host of The Failure Factor. For more info, visit https://meganbruneau.com   Follow Fresh  Fresh IG: https://www.instagram.com/freshbeauty Website: https://www.fresh.com/     Follow Megan Ig: https://www.instagram.com/meganjbruneau/ In: https://www.linkedin.com/in/megan-j-bruneau-m-a-rcc Subscribe to the podcast newsletter at https://thefailurefactorpodcast.com 

Daniel Korth und Clemens Faustenhammer analysieren im großen Summer Special 2025 ihre Depot-Performance der ersten sechs Monate und stellen ihre Top- und Flop-Aktien vor.In dieser Sommerausgabe des Finanzrocker-Podcasts werfen Daniel Korth und Clemens Faustenhammer zum dritten Mal einen detaillierten Blick auf die Performance ihrer Depots im ersten Halbjahr. Sie sprechen offen über ihre größten Gewinner und Verlierer, teilen interessante Insights zu den Hintergründen der Entwicklungen und geben persönliche Einschätzungen zu Chancen und Risiken an den Märkten.Die Beiden beleuchten unter anderem, wie sich Währungsschwankungen – speziell der starke Euro gegenüber dem US-Dollar – auf Dividendenzahlungen ausgewirkt haben. Sie diskutieren die überraschende Stärke von CVS Health trotz eines schwierigen Gesundheitsmarktumfelds, die beeindruckende Rally bei Netflix und dem Defense-ETF mit Top-Werten wie Palantir, Thales und Leonardo. Gleichzeitig nehmen sie die Flop-Aktien unter die Lupe, etwa den starken Kursrückgang bei United Health und die Herausforderungen bei Lululemon und Target.Darüber hinaus berichten Daniel und Clemens von ihren Verkäufen und Neuzugängen im Portfolio, darunter spannende Werte wie LVMH, Applied Materials und Carlisle Companies. Die Episode bietet einen Mix aus fundierter Analyse, persönlichen Erfahrungen und einem Blick in die Depots der Beiden.Weiterführende Links:Zu unseren Videos auf YouTubeZu Clemens Blog „Dividend Post“Zum Echtgeld-Portfolio von ClemensCarlisle Companies in der ausführlichen AnalyseApplied Materials in der ausführlichen AnalyseZum Geldgeschichten-Podcast von Luis Pazos und ClemensZum ersten Podcast-Interview mit ClemensZu den Kennzahlen im Aktien.Guide*Präsentiert von SailyDiese Folge wird dir präsentiert von Saily. Vor meiner Reise in die USA habe ich die eSIM von Saily entdeckt – und das zu einem unschlagbaren Preis! Mit Saily könnt ihr aus Hunderten flexiblen Datenpaketen wählen, die für mehr als 200 Reiseziele verfügbar sind. Natürlich sind auch die USA dabei.Ihr müsst nicht mehr in einen Laden gehen oder am Flughafen eine SIM-Karte kaufen. Einfach die Saily-App herunterladen, das passende Datenpaket buchen und die virtuelle SIM-Karte aktivieren.Und jetzt das Beste: Für deine nächste Reise schenkt dir Saily 3 US-Dollar Startguthaben! Einfach die Saily-App im App Store herunterladen und im Guthaben-Tab meinen Code “finanzrocker3” eingeben. Hosted on Acast. See acast.com/privacy for more information.

On this show, our guest is the Co-founder and Co-CEO of Mercury 13, Victoire Cogevina Reynal. Victoire joins us to discuss Mercury 13's first year owning FC Como Women, the club's rebrand, its role in the multi-club ownership group's plans and the importance of fashion and lifestyle. Victoire also discusses her admiration for Angel City FC, how they pitch to commercial partners and welcoming Juan Mata and Sergio Oliveira onto the board.

Het zakelijk imperium van Elon Musk raakt steeds meer met elkaar vermengd. Eerst ging X samen met start-up xAI, afgelopen weekend investeerde zijn SpaceX ineens 2 miljard dollar in xAI. Maar hij wil nóg verdergaan. Tesla-aandeelhouders moet stemmen over een investering in xAI. Beleggers moeten dus beslissen of ze geld willen uitgeven aan zijn privébedrijf. Daar staan we deze aflevering bij stil. Is het wel wenselijk dat beleggers geld stoppen in een onderneming van de topman? En gaat xAI Tesla ook echt verder helpen? Van de rijkste man van de wereld, door naar de rijkste van Frankrijk. Of nou ja, dat was hij. Bernard Arnault is namelijk zijn koppositie kwijt. De baas va LVMH duikelt op het rijkenlijstje, omdat het aandeel van LVMH het niet goed doet. Hermes doet dat wél. Je hoort waarom dat is.Hoor je ook meer over de heffingen van Trump. Europa wordt door hem eerder bestookt met torenhoge heffingen, dan een massamoordenaar. Verder in de uitzending: Google aapt AI-tactiek van Mark Zuckerberg na Leegloop in de Midkap: is index nog wel relevant? Ethiopië krijgt een nieuwe beurs Grootaandeelhouder van Philips schikt voor 175 miljoen euro met fiscus Bedrijf dat Unilever wilde kopen, nu zélf in problemen Superman redt Warner Bros? See omnystudio.com/listener for privacy information.

In this episode, I sit down with Lev Glazman and Alina Roytberg, the visionary duo behind Fresh, one of the most iconic beauty brands of the last three decades.  What began as a small apothecary shop in Boston evolved into a global brand renowned for blending modern skincare with timeless rituals. Lev and Alina share their journey with such openness—from selling artisanal soaps wrapped in hand-stamped paper to pioneering innovations like soy face cleanser and sugar lip treatments. What makes this conversation so special is how deeply they value storytelling, authenticity, and emotional connection. Fresh wasn't built on trends, it was built on meaning. We explore how they followed their instincts, stayed rooted in their shared values, and created products that feel personal, poetic, and transformative. If you've ever used Fresh, you'll love hearing how it all began. Here are a few highlights from our conversation:   * Why Fresh was never just about skincare—it was about experiences   * How inspiration from food, travel, and culture shaped iconic products   * The emotional moment they realized Fresh had outgrown their tiny store   * Why building a brand rooted in meaning creates a lasting connection   * How they stayed true to themselves, even after joining LVMH   Join me, Ramon Vela, as I listen to the episode and discover the heart, soul, and magic behind a brand that redefined modern beauty. Whether you're a founder, a beauty lover, or someone who appreciates thoughtful entrepreneurship, this one is pure inspiration. For more on Fresh, visit: https://www.fresh.com/us/home If you enjoyed this episode, please leave The Story of a Brand Show a rating and review.  Plus, don't forget to follow us on Apple and Spotify.  Your support helps us bring you more content like this! * Today's Sponsors: Color More Lines: https://www.colormorelines.com/get-started Color More Lines is a team of ex-Amazonians and e-commerce operators who help brands grow faster on Amazon and Walmart. With a performance-based pricing model and flexible contracts, they've generated triple-digit year-over-year growth for established sellers doing over $5 million per year. Use code "STORY OF A BRAND” and receive a complimentary market opportunity assessment of your e-commerce brand and marketplace positioning. 

This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reardon from Collectability. John has worked at Sotheby's, the auction house, and spent a decade at Patek Philippe in the early 2000s. He continues to write for Patek Philippe Magazine while he has launched Collectability, a brand dedicated to vintage and preowned Patek Philippe. We cover what makes Patek such a special brand. There is an almost 200-year history in craftsmanship and countless patents (like that self-winding mechanism that powers all automatic watches today.) What Philippe Stern did in 1989 could be worthy of a 10-episode series, so there is much to learn from this episode. Please enjoy this breakdown of Patek Philippe. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:41) The main differences between Patek Philippe and Rolex   (00:06:32) An introduction to Patek Philippe's brand  (00:08:47) The founding story of the business (00:11:14) Henry Graves and the watches that he made for the brand  (00:16:46) The production process for making a Patek Philippe watch (00:19:56) A look at the 1989 and its importance to the business (00:22:08) The types of people who were interested in the brand and purchasing at auction in 1989 (00:24:41) An overview of the successful marketing campaigns of the 1990s  (00:27:26) Patek's strategy at auctions, embracing both consignment and buying (00:30:38) The general size and scope of the Patek Philippe secondary market (00:32:20) The brand's perspective of the secondary market and whether it affects the way they market new items (00:36:47) John's personal experience working at Patek Philippe  (00:40:36) The company's distribution strategy   (00:43:42) Breaking down the points of sale, branded dealers versus authorized dealers (00:44:29) The mindset behind consolidating dealers and the exclusivity it created as a byproduct  (00:46:22) How the LVMH acquisition of Tiffany has affected Patek Philippe (00:49:18) The potential of Patek Philippe being acquired by another company (00:53:48) Lessons learned from Patek Philippe

In today's episode, we have an incredible guest — Kristy Hurt, the creator of the co-lab who has brought together hundreds of people in the fashion industry to help them grow professionally. Kristy is also known for her amazing recruiting work in the industry, helping many people and businesses find great talent for their brands. In our conversation, Kristy shares her fascinating journey from growing up as the daughter of a pilot in Houston to becoming a major player in the New York fashion scene. She talks about her early career experiences at Kate Spade and LVMH, quitting corporate to start her own successful recruiting business, and the birth of the co-lab community during the pandemic. Throughout the episode, Kristy shares valuable insights on managing finances, investing in real estate, balancing work and family, and building multiple income streams. She also opens up about her hopes and plans for the future as her kids get older. In truth, she's just getting started and has no plans to stop anytime soon.  This is an episode packed with inspiration, relatability, and practical wisdom from someone who has truly built an incredible life and career on her own terms. I know you'll get a ton of value from hearing Kristy's story and perspective.    Key Topics: Kristy's first intro to retail and fashion Studying abroad in Spain Her first hard lesson in paying down credit card debt after college Moving to NYC from Texas with no plan Officially starting her fashion career at Kate Spade NY The first big money Kristy earned in her life How real estate changed the savings and investing game for her How having kids changed Kristy's philosophy around money and spending What caused her to leave corporate and become an entrepreneur Rethinking spending and earning after the pandemic flipped her business upside down Connect with Kristy online: Website (personal): https://www.khurtconsulting.com/about co-lab: https://www.jointhecolab.com/become-a-member Instagram: https://www.instagram.com/khurtconsulting/ https://www.instagram.com/jointhecolab/ Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Youtube: https://www.youtube.com/scalingretailconsulting

Shawn O'Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It's a powerful conglomerate built by one of the world's richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless consolidation of power in the luxury industry. In this episode, you'll learn how Arnault built the LVMH empire, what makes “true luxury” so special and different from other types of businesses, the parallels between LVMH and Berkshire Hathaway, what the backbone of this conglomerate is, whether there's actually a backdoor way to buy LVMH shares at a 20% discount, whether the stock is currently fairly valued, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 15:57 - How Arnault got his start and took control of LVMH. 20:56 - What inspired Arnault to build a luxury conglomerate. 24:05 - How LVMH benefits from economies of scale. 30:31 - Which brands drive business the most. 51:59 - What factors matter most in luxury purchases. 56:07 - What are the most important markets for luxury goods? 01:00:59 - Whether the backdoor way to buy LVMH shares at a discount is too good to be true. 01:08:03 - Whether LVMH is fairly valued and whether it's added to the Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠ LVMH's rich history of tradition and desirability. Business Breakdowns' 2022 episode on LVMH. Acquired's podcast on LVMH. Financial Times' profile of Bernard Arnault. WSB645: The King of Luxury with Christian Billinger. WSB643: The Luxury Strategy with Christian Billinger. Bernard Arnault's 2024 interview with CNBC. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Patreon Preview from Blamo!Streetwear was once a catchall term for styles that naturally emerged from various street cultures. Today, it's a multi-billion dollar industry shaped by luxury houses such as LVMH. In this episode, Peter and Derek discuss the evolution of streetwear from grassroots expression to high-fashion commodity, and explore how luxury brands have co-opted it to sell the idea of authenticity to wealthy consumers. They also examine how this shift relates to the broader affordability crisis in major cities.**Listen to the entire episode and view all the shownotes on the Blamo! Patreon 

This week, we unpack the fashion spotted at the NBA Draft, including tonal suiting, bold jewelry and designer partnerships. Then, we take a look at Skims's new swimwear collaboration with Roberto Cavalli, a nostalgia-soaked collection that taps directly into the Italian house's early 2000s archive. Finally, we explore the return of men's sandals at Paris Men's Fashion Week, including Louis Vuitton's crocodile leather flip flops, and what the open-toed moment says about the future of men's fashion — and heatwave dressing. Then, Glossy's Zofia Zwieglinska sits down with Lisa Yamner Green, co-founder and chief brands officer at Daydream, a newly launched, AI-powered shopping platform aiming to overhaul the e-commerce experience. With previous leadership roles at Google, Condé Nast and The Yes, Green brings deep tech-meets-fashion insight into what it takes to rewire the online shopping journey — not with more options, but with smarter discovery.

Unhedged is off today so instead we're bringing you an episode from our fellow FT podcast, Behind the Money. In this episode, we look at how LVMH's wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that's changed. The FT's Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company's former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. Listen to more episodes from Behind the Money here.Clips from Olympics- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Moët Hennessy's crisis: dubious deals, soaring prices and hubris Alcohol groups face a sobering cultural shiftMoët Hennessy to cut 10% of workforce as luxury slowdown bites- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Adrienne Klasa on X (@AdrienneKlasa). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

LVMH's wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that's changed. The FT's Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company's former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. Clips from Olympics- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Moët Hennessy's crisis: dubious deals, soaring prices and hubris Alcohol groups face a sobering cultural shiftMoët Hennessy to cut 10% of workforce as luxury slowdown bites- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Adrienne Klasa on X (@AdrienneKlasa). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.