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Ecoutez L'angle éco de François Lenglet du 15 septembre 2025.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
250915(3) [헤이 고뉴브] (1) 초딩 버튜버 / (2) 전두환 유해 ‘자택으로'? / (3) 찰리 커크 용의자 누구? / (4) 시민운동 표적 된 LVMH - 이태연
In dieser Samstagsfolge von “Alles auf Aktien” reden endlich mal wieder mit dem Compounder-König, mit dem Experten für die Immer-Gewinner-Aktien. Und wir fragen ihn, was denn da los ist mit vielen Firmen, die über Jahrzehnte Erfolg hatten – und von denen viele inzwischen schwächeln. Ist sie womöglich vorbei, die Ära Alleskönner-Aktien? Unser Gast wagt die Deep Dives. Er skizziert ein klares Novo-Nordisk-Szenario, erklärt die SAP-Situation und die neue Lage bei Oracle. Außerdem gibt es die ultimative Analyse zur Lage der Luxus-Titel – zu Ferrari, Hermes und LVMH. Er krönt zwei monopolistische Schaufelhersteller zu seinen persönlichen Favoriten. Und zum Schluss verrät er, worüber er mit seiner Frau redet, seit die Kinder aus dem Haus sind. Ein Gespräch mit Wolfgang Fickus. 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. 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
When it comes to innovation in the beauty industry, few wield more power and influence than Guive Balooch, L'Oréal Group's longtime tech leader. “In the last three or four years, [we've seen] this incredible shift in the speed of innovation,” Balooch told Glossy. “It feels great to work on things that are shaping the future of our industry.” Since Balooch last joined the Glossy Beauty Podcast in 2021, his team has released a light-powered blowdryer called the AirLight Pro; an in-store skin diagnostic device called Cell BioPrint; Water Saver, an in-salon water reduction tool; a home hair-color application tool called Color Sonic; and many more innovations. He's also taken on an expanded role as global vp of tech and open innovation, where he now oversees the partnerships driving L'Oréal's future innovation. This includes investments in Swiss longevity biotech company Timeline and San Diego-based Debut Biotech. In today's episode, Balooch shares insights into the future of beauty innovation, which includes further exploration of the skin's microbiome, ingredient creation through biotechnology and beauty at the intersection of longevity. He also shares details on his team's use of AI, the latest shift in consumer desires, and the unexpected inspiration behind L'Oréal's new 3D printable eyebrow technology called 3D shu:brow. But first, Lexy Lebsack is joined by senior reporter Emily Jensen to walk through the biggest beauty and wellness news of the week. To start, the hosts discuss a new $28,000 fragrance from LVMH-owned Maison Francis Kurkdjian. The new 10-year anniversary edition of the brand's Baccarat Rouge 540 comes with many perks for the investment, including access to events and a members-only club. Jensen and Lebsack also dive into the latest earnings at Puig, which saw 7.7% like-for-like sales growth driven primarily by fragrance sales, which made up 73% of the quarterly sales. And they discuss Macy's Inc., which saw its best comparable sales growth in 12 quarters, thanks to boosts of 3.6% at Bloomingdale's and 1.2% at Bluemercury. Finally, everything you need to know about the influx of lawsuits in California courts challenging “made in America” marketing claims by top beauty brands including Unilever-owned Paula's Choice and It's a 10, which is privately held.
Ian Rogers is the Chief Experience Officer at Ledger, leading the consumer-facing arm of the business. Ian was previously the Chief Digital Officer at LVMH, working with a portfolio of nearly one hundred brands across luxury, including Louis Vuitton, Dior, Sephora, and Hennessy. He also sits on the boards of Dr Martens and Lyst. Ian has a background in music and culture, having spent twenty years bringing digital music to the mainstream, first with Winamp then Yahoo!, Beats, and Apple. He contributed to the 2015 launch of Apple Music, including Beats 1, their digital streaming channel. Ian built some of the earliest music-related websites in the early 90s and has been working with the Beastie Boys since 1993.Ian collaborated closely with Tony Fadell (Godfather of the iPod) to launch Ledger's latest hardware, Ledger Stax and Ledger Flex. These devices represent the fusion of cutting-edge security technology with an intuitive design that bridges cultural adoption.In this conversation, we discuss:- Crypto is legal now and we have clear rules - Present day crypto market - Permissionless payment rails have proven to be useful - Luxury brands buy solutions to make the consumer exp more seamless - Corporate-issued stablecoins - Ledger Recovery Key - Hardware wallet evolution - The growing importance of user-friendly security infrastructure - The merger of crypto & tradfi - Living in the future is the best form of cheating- Value, Identity and AI = the future LedgerWebsite: ledger.comX: @LedgerLinkedIn: LedgerIan Rogers X: @iancrLinkedIn: ian rogers---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All
Ian Rogers is a fascinating pioneer who has worked with some of the most famous brands on earth. He built beastieboys.com in the 90s, helped launch Beats Music and Apple Music, drove digital transformation at luxury giant LVMH, and today shapes the future of digital assets as Chief Experience Officer and Board member at Ledger - the world’s largest maker of cryptocurrency hardware wallets.He joins Adam Lang from France in the first half of a fascinating One On One.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Cos'è davvero il Made in Italy? Un marchio di prestigio che il mondo ci invidia… o un mito che sta lentamente crollando? Un tempo sinonimo di eccellenza, qualità e creatività, oggi il Made in Italy sembra attraversare una crisi profonda: produzione che si sposta all'estero, concorrenza globale spietata, marchi storici che finiscono in mani straniere. Ma allora, cosa rimane davvero di quell'identità che ha reso l'Italia un simbolo di stile e perfezione? Ne parliamo in questo articolo. Il Made in Italy sta morendo? La Grande Paura Italiana Ogni mattina, milioni di italiani si svegliano con la stessa preoccupazione: "E se il Made in Italy stesse davvero morendo?" Mentre sorseggiano il loro espresso rigorosamente italiano (ma fatto con una macchinetta cinese), si chiedono se la tradizione italiana sia destinata a scomparire come i dinosauri o la loro capacità di arrivare puntuali agli appuntamenti. I Sintomi della "Malattia" I segnali di questo presunto declino sono ovunque, secondo i più pessimisti. Vediamo i settori più colpiti da questa presunta crisi identitaria italiana. La Moda in Crisi di Identità Gucci è di proprietà francese, Bulgari è sotto l'ombrello LVMH, e persino alcuni stilisti famosi preferiscono produrre all'estero. "Ma come è possibile?" si lamenta la signora Maria dal parrucchiere, "I nostri vestiti dovrebbero essere cuciti dalle nonne italiane, non dalle macchine asiatiche!" Esempio: La parola ombrello qui non significa l'oggetto per la pioggia! È usata in senso figurato per indicare "controllo" o "protezione". Esempi: "L'azienda è sotto l'ombrello del gruppo internazionale" oppure "Questa organizzazione lavora sotto l'ombrello dell'ONU". Il Cibo e l'Invasione Straniera McDonald's ha più ristoranti in Italia della catena di pizzerie napoletane, e sempre più giovani preferiscono il sushi alla pasta. Il trauma nazionale è tale che alcuni politici hanno proposto di vietare l'ananas sulla pizza per legge (proposta ancora in discussione al Parlamento). Questo fenomeno rappresenta un vero shock culturale per un paese che considera la cucina parte integrante della propria identità nazionale. Vedere un giovane italiano ordinare un poke bowl invece di un piatto di spaghetti alla carbonara può causare sincere preoccupazioni esistenziali nei genitori. La Tecnologia Perduta Olivetti, un tempo gigante dell'informatica, è solo un ricordo, mentre tutti usiamo smartphone coreani e computer americani. L'unica consolazione è che almeno li usiamo per guardare video di nonne che fanno la pasta fatta in casa. Questo settore rappresenta forse la ferita più profonda per l'orgoglio tecnologico italiano. L'Olivetti era considerata un simbolo di eccellenza mondiale, e la sua scomparsa dal panorama tecnologico globale è vista da molti come una metafora del declino industriale italiano. La Realtà dei Numeri Ma fermiamoci un momento. I dati raccontano una storia completamente diversa da quella narrata dai pessimisti più accaniti. SettorePosizione Italia in EuropaValore di MercatoManifatturiero2° posto€680 miliardiSettore LussoLeader mondiale€90+ miliardiFood & BeverageCrescita costante€140 miliardiEsportazioni TotaliLivelli record€590+ miliardi Insomma, forse il paziente non è poi così malato come sembra. Anzi, potrebbe essere più in forma di quanto pensiamo! L'Evoluzione, Non l'Estinzione Il Made in Italy di oggi non è quello di cinquant'anni fa, e questo non è necessariamente un male. Come un buon vino, anche le tradizioni devono evolversi per non diventare aceto. Esempio: L'espressione diventare aceto è metaforica. Il vino, se non conservato bene, diventa aceto (inacidisce). Qui significa che le tradizioni, se non si adattano ai tempi, diventano obsolete e inutili. Innovazione nella Tradizione Aziende come Ferrari continuano a produrre auto da sogno, ma ora includono anche motori ibridi ed elettrici.
In this episode of the Superlative podcast, host and aBlogtoWatch founder Ariel Adams sits down with Julien Tornare, the dynamic CEO of Hublot, to discuss the brand's bold direction within the luxury watch industry. Tornare shares his journey across LVMH's leading maisons, from revitalizing Zenith to taking on the challenge of steering Hublot, a brand renowned for its disruptive spirit, innovative use of materials, and unconventional approach to watchmaking. The conversation explores Hublot's evolution from its rule-breaking origins pairing rubber with gold, to its leadership in colored ceramics, sapphire innovations, and groundbreaking marketing strategies. Tornare also highlights his vision to reinforce Hublot's reputation for high-end horology, expand its global community through Hublotista, and redefine the luxury customer experience by combining exceptional products with authentic, personalized engagement. Tune in with Ariel and Julien for a candid look into how one of the industry's most polarizing yet pioneering brands continues to push boundaries under Tornare's leadership.Check Out Hublot:- Website - https://www.hublot.com/- Instagram - https://www.instagram.com/hublot/ - Hublotista: Owners' Community - https://www.hublot.com/en-us/your-hublot Check out this week's sponsor:Ace Jewelers - https://www.acejewelers.com/ SUPERLATIVE IS NOW ON YOUTUBE! To check out Superlative on Youtube as well as other ABTW content:- YouTube - https://www.youtube.com/@ablogtowatch To check out the ABTW Shop where you can see our products inspired by our love of Horology:- Shop ABTW - https://store.ablogtowatch.com/To keep updated with everything Superlative and aBlogtoWatch, check us out on:- Instagram - https://www.instagram.com/ablogtowatch/- Twitter - https://twitter.com/ABLOGTOWATCH- Website - https://www.ablogtowatch.com/If you enjoy the show please Subscribe, Rate, and Review!
In this episode of the Superlative podcast, host and aBlogtoWatch founder Ariel Adams sits down with Julien Tornare, the dynamic CEO of Hublot, to discuss the brand's bold direction within the luxury watch industry. Tornare shares his journey across LVMH's leading maisons, from revitalizing Zenith to taking on the challenge of steering Hublot, a brand renowned for its disruptive spirit, innovative use of materials, and unconventional approach to watchmaking. The conversation explores Hublot's evolution from its rule-breaking origins pairing rubber with gold, to its leadership in colored ceramics, sapphire innovations, and groundbreaking marketing strategies. Tornare also highlights his vision to reinforce Hublot's reputation for high-end horology, expand its global community through Hublotista, and redefine the luxury customer experience by combining exceptional products with authentic, personalized engagement. Tune in with Ariel and Julien for a candid look into how one of the industry's most polarizing yet pioneering brands continues to push boundaries under Tornare's leadership.Check Out Hublot:- Website - https://www.hublot.com/- Instagram - https://www.instagram.com/hublot/ - Hublotista: Owners' Community - https://www.hublot.com/en-us/your-hublot Check out this week's sponsor:Ace Jewelers - https://www.acejewelers.com/ SUPERLATIVE IS NOW ON YOUTUBE! To check out Superlative on Youtube as well as other ABTW content:- YouTube - https://www.youtube.com/@ablogtowatch To check out the ABTW Shop where you can see our products inspired by our love of Horology:- Shop ABTW - https://store.ablogtowatch.com/To keep updated with everything Superlative and aBlogtoWatch, check us out on:- Instagram - https://www.instagram.com/ablogtowatch/- Twitter - https://twitter.com/ABLOGTOWATCH- Website - https://www.ablogtowatch.com/If you enjoy the show please Subscribe, Rate, and Review!
Después de 46 años, el Paris FC volvió a jugar un partido de la Ligue 1 en casa. En una ciudad acostumbrada a mirar todo a través del Paris Saint-Germain -actual campeón de Europa-, la presencia de otro club en la élite abre un nuevo capítulo deportivo y cultural. Un informe de Isaac Vargas El debut en casa fue contra el Metz, en el estadio Jean Bouin: un recinto que está al otro lado de la calle del Parque de los Príncipes, el estadio del PSG. Una proximidad que simboliza lo que muchos aficionados esperan: que París tenga por fin un clásico local como en Madrid o Manchester. “Ahora somos dos clubes y no sólo uno, como en varias grandes ciudades del mundo. Tengo ganas de ver esos partidos PSG–Paris FC, va a ser divertido”, comenta Eva, aficionada del PSG que estuvo presente en el debut. El contraste con el PSG no es sólo deportivo, también identitario. Si bien algunos hinchas siguen apoyando a ambos equipos, el ascenso del Paris FC da la sensación de justicia futbolera para la capital. “Dije que me iba a hacer abonado para estar con ellos, animarlos y que haya más ambiente. Hoy hemos conseguido los primeros puntos en 46 años. Francamente, estoy muy contento con el Paris FC”, dice Osama, seguidor del club desde hace cuatro años. De la sombra a la élite El regreso a la primera división no llegó de la nada: detrás están nuevos dueños y una inversión fresca que busca consolidar al Paris FC como un club competitivo. En 2023, el club fue adquirido en parte por la familia Arnault, dueña del conglomerado de lujo LVMH. Su entrada garantizó inversión para reforzar la plantilla y modernizar la gestión para un proyecto deportivo que es a largo plazo. Con cánticos que resuenan casi iguales a los del PSG y con el estadio frente a la casa de su rival, la capital parisina ya no es territorio exclusivo de un sólo club. París ahora tiene dos colores en la Ligue 1.
You don't always need to pick the hot technology stocks to get great returns Investing is very emotional and it's always nice to be part of the crowd and buy the hot stocks like Apple, Alphabet and Amazon, but they are not always the top performers. Sometimes your boring, undervalued companies can do very well. As an example, Apple over the years has performed nicely, but over the last five years the gain was 114%. Not a bad return, but if you held a boring company like Tractor Supply over the same five years, you would have a gain of 119%. Even an old insurance company like Allstate over the last five years was up 115%. Five years ago, if you saw the value in a company called Tapestry, which owns Coach and Kate Spade, your return was over 545%. Apple's not the only big tech company that was surpassed by these boring companies. If you look at Amazon over the last five years, you'll see a return of only 49%. One other area that is often discounted is that many of your boring companies are also paying dividends and generating cash flow that can be used to purchase other equities on sale. You may be thinking Apple does pay at dividend but it's important to note the yield is only 0.45%. Sometimes being boring is good and not being so concentrated in the hot stocks can pay off in the long run. I especially think this will be the case as we look out over the next 5-10 years! Another weak job report likely solidifies a Fed rate cut August non-farm payrolls increased by just 22,000, which was well below the estimate of 75,000. This weak report also comes with another month of negative revisions as employment in June and July combined is 21,000 lower than previously reported. Healthcare and social assistance continued to lift the headline number as the sectors added 31k and 16k jobs respectively. Many other areas in the report actually saw declines with payrolls in construction falling 7,000, manufacturing declining 12,000, and professional and business services dropping 17,000. Government also saw a decline of 16,000 jobs and I worry this is a ticking time bomb since employees on paid leave or receiving ongoing severance pay are counted as employed in the establishment survey and those that opted to take the government's offer at the beginning of the year will start coming off severance pay as the deal lasted through September. The most recent data I saw was that 75,000 federal employees took the offer, but not all were accepted into the program. I guess we will see the actual data and its impact over the next couple of months. With the weakness, I was surprised to see leisure and hospitality produce a gain of 28,000 jobs in the month. While much of this sounds concerning, the unemployment rate held relatively steady at 4.3% and that doesn't incorporate the fact that 1.9 million or 25.7% of all unemployed people were jobless for 27 weeks or more. My belief is that many of those that have been unemployed that long are skewing the data as I can't imagine they have been looking for a job that hard. With the unemployment rate low and deportations potentially weighing on the supply of workers, I just don't see how it would be possible to maintain strong job growth given the limited supply. Because of this I still don't remain overly concerned by the weak showing. Even with my lack of concern, this will likely lead to a Fed rate cut this month with markets now essentially putting odds for a 25-basis point cut at 100% and even a 50-basis point cut is now on the table with markets putting those odds at 12% after the job print. That's up from a zero percent chance on Thursday. Should you panic over the job opening data? The Job Openings and Labor Turnover Survey showed job openings fell to 7.18 million in the month of July. This was below the estimate of 7.4 million and also marked the lowest reading since September 2024. It was only the second time since the end of 2020 that job openings came in below 7.2 million. While this may sound troubling, I believe it just illustrates how crazy the labor market got after Covid. If we look at job openings before 2020, nearly 7.2 million openings would have been a great number. In 2016, job openings averaged 5.86 million; in 2017, job openings averaged 6.12 million; in 2018, job openings averaged 7.11 million; and in 2019, job openings averaged 7.15 million. So, while the headline may sound troubling, I still believe we could have job openings fall into the low 6 million range and it wouldn't be problematic, especially given the fact that unemployment remains extremely low. Even with that, I do believe the Fed will use this as further evidence of a softening labor market and that will give them the excuse to cut rates at the meeting this month. I'm still not convinced that is the right move, but we did hear from Fed Governor Christopher Waller, who is supposedly on the short list to replace Powell as Fed chair, that he believes there should be multiple cuts over the next few months, saying interest rates today are perhaps 1.0 to 1.5 percentage points above their “neutral” level. American luxury brands are destroying Europe's luxury brands It appears that European luxury brands like Gucci, Hermes and LVMH have increased their prices beyond what the average consumer is willing to pay. Currently, American consumers are spending the lowest share of discretionary income on luxury goods since 2019. The European luxury brands seem to have their heads in the clouds thinking American consumers would pay any price for a luxury purse from Europe. I think they have now discovered that the American consumer has reached their limit. Two luxury American brands have benefited from the ignorance of the European luxury brands. Both Ralph Lauren and Tapestry, which owns Coach and Kate Spade, have seen their sales increase. A chart of these luxury brands stocks shows European brands dropping while American brands have been increasing. One may be thinking now is the time to step in and buy Tapestry or Ralph Lauren, but with the recent stock increase they are no longer a great value as Ralph Lauren trades at over 20 times forward earnings and Tapestry is now over 19 times forward earnings. I would take a different side of the coin as I believe investors should understand that the European luxury brands will likely not just sit on their hands and do nothing and they will likely try and win back market share. With the increase in prices over the years I'm sure the profit margins are very fat, and they may have a good amount of space to do some heavy discounts to get their market share back. Both Tapestry and Ralph Lauren are dealing with the current tariff situation and that could hurt their profit margins going forward as well. On a side note, in years past we have warned people paying the high prices for European purses that they would not appreciate as much if at all. I have not researched it, but I feel pretty confident that if sales are down as much as they are, the resale on those expensive purses has probably dropped as well. Financial Planning: Mortgage rates reach 2025 low Mortgage rates have fallen to their lowest level of the year, reaching levels not seen since last October. Throughout 2025, 30-year mortgage rates have fluctuated between 6.5% and 7%, and as of Friday, September 5, they dipped as low as 6.29%. While this presents an opportunity for buyers and homeowners considering a refinance, caution is warranted. Rates are still likely to experience volatility even as the broader declining trend continues over the next several years. In 2024, mortgage rates actually rose at year-end despite the Federal Reserve implementing three rate cuts. In 2025, it is widely expected that the Fed will cut again in September, with additional cuts likely by year-end. This current window of lower rates may be worth taking advantage of, but paying upfront points may not be wise just yet, as there will likely be future opportunities to capture even lower rates. Companies Discussed: The Kraft Heinz Company (KHC), Best Buy Co., Inc. (BBY), Snowflake Inc. (SNOW) & Alphabet Inc. (GOOGL)
In this bonus episode, Ian Rogers turns the tables and interviews Rick Rubin, recently named one of TIME Magazine's 100 Most Influential People in AI, about The Way of Code: The Timeless Art of Vibecoding. Ian Rogers is a pioneering executive whose career spans music, luxury, and crypto, with leadership roles at Beats Music, Apple, LVMH, and now Ledger. ------ Thank you to the sponsors that fuel our podcast and our team: Athletic Nicotine https://www.athleticnicotine.com/tetra Use code 'TETRA' ------ Sign up to receive Tetragrammaton Transmissions https://www.tetragrammaton.com/join-newsletter
Ce vendredi x mois année, Liste INVITES et FONCTiON, se sont penchés sur les titres (....à lister... ), dans On achète ou on vend ? dans l'émission C'est Votre Argent présentée par Marc Fiorentino. C'est Votre Argent est à voir ou écouter le vendredi sur B
Een Belgisch bedrijf heeft deze week een serieuze promotie gemaakt op de beurs. De Gentse biotechspeler Argenx krijgt een zitje in de prestigieuze Euro Stoxx 50. Die index is zo wat de Champions League van de beurs met daarin de 50 Europese steraandelen. Straf, zeker omdat Argenx nog maar 17 jaar bestaat. Tot nu toe was bierbrouwer AB InBev lang het enige Belgische bedrijf in de Euro Stoxx 50. De Gentenaars komen in goed gezelschap terecht tussen kleppers als luxegroep LVMH en chipmachinemaker ASML. Waaraan hebben ze die upgrade te danken? Hoe is Argenx zo snel opgeklommen? En welke impact kan een zitje in de index hebben op de beurskoers? Daarover gaat deze extra aflevering van De 7 met host Lara Droessaert, redacteur ondernemen bij De Tijd Nico Schoofs en beursanalist Frank De Mol van De Belegger.See omnystudio.com/listener for privacy information.
Parce qu'un ralentissement = plus de chances que Powell baisse enfin les taux. Résultat ? Nouveau record sur le S&P500, avant même la première coupe monétaire.
番組概要: ■「ソウシオオツキ」がLVMHプライズ2025 グランプリを受賞■オーラリーの岩井良太が「毎日ファッション大賞」の大賞を受賞 新人賞はフェティコの舟山瑛美■「プロエンザ スクーラー」の新クリエイティブディレクターに「ディオティマ」のレイチェル・スコットが就任■「ヴォーグ」アナ・ウィンターの後任は39歳クロエ・マル 米国版編集トップに就任■カナダ発のファッションEC「エッセンス」が再建に向けて破産保護申請へ■今注目が集まる「デッドストック生地」 産地と個人を繋ぐ新たな場が生み出す、“Win-Win”な状況とは?【今週のワイン】フロクローレ・ブランコ<ウルグアイ・白>【オフトピ】「美容室」の倒産、3年連続で増加 過去最多へ 「美容師」不足に直面【リスナーメール】マルタンシカクジェラさんよりシンプルなモノトーンコーデが好きな40代半ばの方がつける、ゴールドアクセサリー(ブレスレット)のおすすめは?【出演者】ヨッシー、ざま、ちはらファッションに関する質問やお悩み相談など、皆様からのメールをお待ちしています!番組に対するメールはpodcast@fashionsnap.comまで。【こちらのフォーム】からもお送りいただけます。
Ian Rogers is a technology and business executive whose career spans music tech, luxury retail, and crypto. He began by building early music websites in the 90s, including one for hip-hop group The Beastie Boys, before leading digital music at Yahoo!. Rogers went on to serve as CEO of Topspin and then Beats Music, which was acquired by Apple. In 2015, he became Chief Digital Officer at LVMH, helping modernize digital strategy across its portfolio of luxury brands. Since 2020, he has been Chief Experience Officer at Ledger, where he oversees consumer strategy for the crypto hardware company. ------ Thank you to the sponsors that fuel our podcast and our team: LMNT Electrolytes https://drinklmnt.com/tetra Use code 'TETRA' ------ Athletic Nicotine https://www.athleticnicotine.com/tetra Use code 'TETRA' ------ Squarespace https://squarespace.com/tetra Use code 'TETRA' ------ Sign up to receive Tetragrammaton Transmissions https://www.tetragrammaton.com/join-newsletter
Entre innovation, culture et technologie, Franck Guillerot trace une voie singulière. CEO et co-fondateur de Xclusiv.World, il réinvente la manière dont les galeries d'art entrent dans l'ère numérique. Scénographies virtuelles, expériences immersives en 3D, accompagnement digital dopé à l'IA : ses solutions transforment l'expérience artistique tout en réduisant drastiquement l'empreinte carbone des événements.Son parcours illustre une expertise rare. En tant qu'ancien Chief Revenue Officer chez Teemew (Manzalab Group), il a conçu et déployé la stratégie de lancement d'une plateforme immersive B2B, pensée pour les univers exigeants du luxe, du retail et de la culture. Ses projets l'ont conduit à collaborer avec des institutions et entreprises de premier plan : Sanofi, le Château de Versailles, LVMH, Dassault Systèmes, TF1… autant de partenariats qui témoignent de son influence.Aujourd'hui, Franck incarne ce carrefour où se rencontrent art, technologie et durabilité. Un entrepreneur visionnaire qui fait de l'innovation numérique un nouvel espace de créativité.Dans cet épisode, embarquez pour une exploration fascinante du futur de l'art et du digital. Découvrez comment Franck a façonné une vision où la technologie sublime l'émotion, où chaque expérience virtuelle devient une passerelle vers l'authenticité.Une conversation inspirante avec un pionnier à la croisée des mondes — culture, tech, business — où l'immersion devient langage, et la créativité, levier de transformation.
Connection isn't a “nice to have”—it's a business driver every leader needs to put front and center if they want to achieve their goals and succeed. When employees feel seen, heard, and included, performance skyrockets. Yet, many leaders still struggle with creating cultures of belonging. Why is that?In this powerful episode of Shedding the Corporate Bitch, I sit down with Greg Morley, global leader, author of Bond: Belonging and the Keys to Inclusion and Connection, and champion of inclusive leadership. With over 25 years of HR experience at companies like Disney, Hasbro, and LVMH, Greg shares hard-earned lessons and practical tools to help leaders and HR professionals turn inclusion into impact.
Accusée de pratiquer un dumping fiscal pour attirer les grandes fortunes, l'Italie séduit chaque année davantage de millionnaires européens. Une stratégie assumée par Rome, mais qui alimente les tensions au sein de l'Union européenne. L'Italie propose depuis plusieurs années un dispositif très avantageux qui séduit massivement : les nouveaux résidents peuvent s'acquitter d'un impôt forfaitaire annuel de 200 000 euros sur leurs revenus étrangers, et ce pendant quinze ans, sans taxation des héritages ni donations sur cette période. Selon le cabinet Henley and Partners, 3600 nouveaux millionnaires devraient s'y installer en 2024, faisant de l'Italie la troisième destination mondiale des grandes fortunes, derrière les Émirats arabes unis et les États-Unis. Milan, le nouveau Londres des années 1990 La capitale économique italienne coche toutes les cases : excellente connectivité aérienne, dynamisme culturel et financier, marché immobilier haut de gamme. Plusieurs personnalités y ont déjà élu domicile, comme Frédéric Arnault (le fils du patron de LVMH), le vice-président de Goldman Sachs ou le propriétaire du club anglais d'Aston Villa. La suppression au Royaume-Uni du statut fiscal protecteur pour les non-domiciliés a accéléré cette migration. Milan attire désormais banquiers, chefs d'entreprise et investisseurs, rappelant l'effervescence londonienne des années 1990. Une stratégie assumée, mais risquée Pour Rome, mieux vaut percevoir un impôt réduit que rien du tout. Mais cette politique a des effets secondaires, comme la flambée des prix immobiliers à Milan et la dépendance accrue aux capitaux volatils des ultra-riches. Côté français, François Bayrou s'inquiète. Ces départs potentiels de contribuables aisés signifient autant d'investissements et d'impôts en moins pour l'Hexagone. Plus largement, cette « dolce vita fiscale » risque d'alimenter une compétition entre États européens, chacun cherchant à retenir ses talents et ses fortunes.
Septiembre de 2025 para México será un mes para la historia, mientras tanto en Banxico dan vuelta en ‘U' en sus proyecciones de crecimiento económico para el país. Hay compras en la industria del espectáculo, el debut de una cripto respaldada por los Trump, la reunión de la otra banda que quiere un nuevo bloque liderado por China y el lujo parece que tiene futuro -y sin aranceles- en Los Ángeles.¡Feliz cumpleaños a La Estrategia del Día![Patrocinado] Conoce cómo se pueden beneficiar los comercios minoristas con la digitalización en este especial de Mastercard.
In this new episode format we give a very short briefing on financial news of the week. This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — LVMH (1:57) — In Financial Markets (7:40) — Company News (12:25) — Spotlight -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
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
Nvidia continue d'impressionner, même quand la société "déçoit". C'est l'un des enseignements de la soirée d'hier aux Etats-Unis, où les investisseurs attendaient les chiffres de l'entreprise la mieux valorisée du monde avec une certaine sérénité. En Europe, la situation politique française inquiète, même quand le CAC 40 s'offre un rebond de prestige inspiré par LVMH. Les regards vont désormais se tourner vers d'importantes statistiques prévues vendredi.
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/
Het was me het Trump-dagje weer wel. De president dreigt de EU én China met heffingen, hij wil nog meer aandelen in Amerikaanse beursbedrijven opeisen en als klap op de vuurpijl ontslaat hij een bestuurder van de Fed.Haar naam is Lisa Cook. Ze wordt door het Amerikaanse ministerie van Justitie onderzocht, maar dat onderzoek wacht Trump niet af. Hij wil haar weg. Ongekend. Nog nooit, in meer dan een eeuw, ontsloeg een president een bestuurder bij de Fed.Deze aflevering onderzoeken we wat zo'n ontslag betekent voor de economie en de beurs (en dus voor jou). Mocht Trump haar namelijk wegkrijgen, dan heeft 'ie 4 van de 7 Fed-gouverneurs in zijn invloedsfeer. Iets dat het rentebesluit behoorlijk kan sturen. Dan hebben we het ook over een beursgang van Klarna. Die is meerdere keren uitgesteld, maar volgens persbureau Reuters gaat het volgende maand dan echt gebeuren. De vraag is wat Klarna waard is, want de potentiële beurswaarde holt elke dag achteruit... Verder hoor je meer over de politieke chaos in Frankrijk. Als je dacht dat het erg was in ons land, dan moet je vooral kijken naar de Fransen. Het heeft nu zelfs invloed op de beurs en dan met name op de financials. Die gingen hard onderuit.En het gaat over een bijna communistische actie. Niet alleen Intel, maar ook defensiebedrijven moeten er aan geloven. De Amerikaanse overheid wil een deel van hun bedrijf hebben!See omnystudio.com/listener for privacy information.
Pour l'épisode de cette semaine, j'ai le plaisir de recevoir Rémi Aubert, co-CEO et cofondateur de AB Tasty.Nous avons enregistré cet épisode… les pieds dans le sable et face à la mer
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.
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
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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.
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
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.
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.
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
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
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