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“Hermès is the third luxury company during this reporting season to deliver year-on-year sequential revenue improvement, suggesting a potential inflection point,” Thomas Chauvet, head of luxury goods equity research at Citi, wrote in a note. “We think the luxury sector may be entering in a more favourable demand and earnings cycle, supported by stabilising macro conditions in key geographies, significant wealth effects, improved traffic or volume, supply-side initiatives — like creative change and newness, renewed marketing efforts, distribution innovation, new store concepts and category expansion — and easy comparatives until the second quarter of 2026.” “We expect this should be enough to support the shares; even more so, considering that the positive surprise is driven by materially better non-leather divisions,” Bernstein luxury goods analyst Luca Solca added in a note.Officials Sheff Wed Im Dreaming Of A Bright Christmas Circle White Shirt
Utopias get a bad rap, mostly for their association with the unrealistic and impractical. But two new (and complimentary) exhibitions at the Fabric Workshop and Museum in Philadelphia leave you wondering if you maybe have utopias all wrong. Vogue’s editors recently took to the Run-Through to talk about the cultural goings-on we’re most looking forward to this fall. Give it a click. Then, if you’re still looking for something to read, stream, or listen to, take a cue from fashion’s top designers, who have plenty of ideas about the books, movies, and musicians that matter now. May we suggest starting with the on-screen oeuvre of Richard E. Grant, star of the Miu Miu show? We are especially fond of his work in Gosford Park. Here, more recommendations straight off the spring 2026 runways.
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