Rider's individualized approach to dressing has resonated with customers, making products truly desirable in an industry where that can be increasingly difficult to achieve. This desirability is reflected in the extensive press coverage of Rider's designs. According to Séverine Merle, CEO of Celine since 2017, this momentum is strong and worth building upon.

Merle herself embodies the brand's aesthetic, wearing a Heirloom necklace featuring an assortment of charms. As she speaks from her office at Hôtel Colbert de Torcy in Paris, it's clear that Rider's influence has extended beyond the runway to the executive level as well. The designer's return to Celine in 2024 marked a significant shift for the brand.

Since then, Rider has presented three critically acclaimed collections: FW26 men's and women's shows and SS27. These presentations have been hailed as a trilogy of triumphs, solidifying Rider's position at the helm of Celine. The brand's success is not limited to fashion circles; its impact can be seen in popular culture.

In an email, Nicole Phelps, global director of Vogue Runway and Vogue Business, requested that team members share their favorite moments from SS27 show season. Her response was telling: "As usual it'll be first-come, first-served. I'm grabbing Celine." This interest is not limited to industry insiders; Celine has also seen an increase in demand among its clients.

Despite the challenges posed by a slowing global economy and reduced luxury spending in China, Merle remains optimistic about the brand's prospects. She notes that desirability is taking hold among American clients, who are driving growth for Celine. This trend suggests that Rider's designs have struck a chord with consumers.

The question now is how to sustain this momentum. With LVMH Fashion Group's support under Pietro Beccari's leadership since January 2026, Merle seems confident in her ability to capitalize on the demand that exists and continues to grow for Celine.

The luxury fashion brand is aiming to increase its desirability among a wider audience, with CEO Séverine Merle confident that Celine can capitalize on growing demand for the label.

To achieve this goal, the brand will focus on remaining highly profitable while investing in new initiatives and product lines. This strategy includes addressing both ends of the pricing spectrum, from ultra-high-end offerings to more accessible entry-level categories.

Celine's approach to expanding its appeal also involves enhancing its menswear and fragrance offerings, although these are not the primary focus of the brand's growth plans. The goal is to make Celine a desirable choice for customers across different demographics and geographic regions.

Despite ongoing challenges in China, Merle emphasizes that the brand is now focusing on local customers in markets where it enjoys strong desirability, such as the US, South Korea, and Japan. This shift reflects the brand's efforts to adapt to changing market conditions and consumer preferences.

The regional sales mix for Celine is reportedly more balanced than ever before, with Merle highlighting the importance of these key markets. Europe remains a crucial region for the brand, despite the challenges it faces in certain areas.

Celine's history dates back to 1945 when it was founded by Céline Vipiana. The label has undergone significant transformations over the years, including its acquisition by LVMH in 1996 and subsequent rebranding efforts.

Under Hedi Slimane's leadership from 2018 to 2024, Celine expanded into new product categories such as menswear, couture, and fragrance while establishing a distinct aesthetic that blended Parisian chic with LA-inspired glamour.

Celine's recent success can be attributed to its creative director Michael Rider's vision for the brand. According to CEO Séverine Merle, Rider aimed to introduce bags featuring variations on the logo when he arrived at Celine in 2018.

One notable example of this is the Soft Triomphe bag, which embodies Rider's approach to reimagining classic designs with a softer, more relaxed aesthetic.

Celine's rise to prominence has also been reflected in its performance on luxury resale platforms. On ReSee, the average price for vintage Celine bags has increased by over 50% since Rider took over, according to co-founder and CEO Sofia Bernardin.

This surge in demand is largely driven by interest in Phoebe Philo's designs, which account for approximately 83% of the Celine sold on these platforms. Hedi Slimane's contributions and vintage pieces make up the remaining portion.

The brand's popularity has also been evident in online searches. On Vestiaire Collective, queries combining "Celine" and "Michael Rider" increased by 200% between January and September 2026.

Following Rider's SS27 show, which featured bags with the Triomphe logo, searches for this specific design skyrocketed by 1,800% compared to the previous month.

The attention-grabbing shows by Celine's creative director have been widely praised for their unique approach to product presentation.

Rider's self-styling has been particularly lauded, as has the innovative scenography of the re-see concept, which involves showcasing products through a combination of accumulation, layering, and clever use of color variations or monochromatic schemes.

This distinctive approach is also reflected in the visual merchandising strategy employed at Celine's flagship store on 53 Avenue Montaigne, which serves as a pilot for the brand's wider retail design.

During a recent visit to the boutique, it was clear that this concept has been applied with great success, with striking product displays and clever use of color throughout the store.

The result is an immersive shopping experience that sets Celine apart from its competitors and reinforces the brand's reputation as a leader in fashion innovation.

Industry insiders have taken notice of Celine's resurgence, with some predicting that the brand will become increasingly popular among those who value avant-garde style.

This trend is reminiscent of the buzz surrounding Loewe when Jonathan Anderson took over as creative director, and experts are now speculating whether Celine can sustain its momentum and continue to captivate the fashion world.

The ongoing unrest in France has sparked concerns about its impact on Celine's business operations. CEO Séverine Merle acknowledges the significance of the French market, which accounts for nearly half of Europe's sales for the brand.

From a business perspective, maintaining a strong presence in France is crucial, but it also plays a vital role in shaping the brand's image. As a Parisian brand, Celine's heritage and identity are deeply rooted in the city. Merle remains optimistic about the situation, noting that Paris has weathered difficult times before and always managed to bounce back.

The US market, on the other hand, is experiencing a surge in popularity for Celine. The brand has invested heavily in expanding its retail network across the country over the past few years. This strategic move coincided with the introduction of Michael's vibrant and colorful aesthetic, which resonated strongly with American customers.

Celine's recent store openings in Los Angeles and Florida have been met with enthusiasm from consumers. A new location is set to open in Bal Harbour by the end of the year, while existing stores are being renovated or expanded. Merle emphasizes that the brand is not focused on a store-opening strategy but rather on revamping its existing presence.

The trend towards luxury footwear has emerged as a significant opportunity for Celine. Rider's debut collection with the brand has been particularly successful, with popular styles including the Jelly and Cage sandals from SS26 and the Aura loafer featuring a small Triomphe logo in various colors.

Merle attributes the brand's success across all customer acquisition categories to Michael's holistic approach to dressing and accessorizing. This inclusive strategy has driven strong sales growth in entry-level categories such as belts and silk scarves, with increases of up to triple digits in some cases.

The expansion of Celine's retail network and product offerings is yielding impressive results, both domestically and internationally. With a continued focus on evolving its brand image and customer experience, Celine appears poised to sustain its momentum in the market.

Celine's CEO Séverine Merle is focused on striking a balance between creativity and affordability in the brand's products.

This approach is evident in the pricing of its bags, where the company aims to offer high-quality designs at more accessible prices without compromising on quality or style.

The Duffle bag in canvas, priced at €1,300, is a bestseller that exemplifies this strategy, allowing customers to own a stylish and creative bag within a relatively affordable range.

Celine's focus on accessories extends beyond bags, with an emphasis on creating a cohesive brand image across all product lines.

Merle notes that the company pays close attention to prices, ensuring that every new launch is carefully priced to strike a balance between quality and affordability.

The result is a diverse range of products that cater to different tastes and budgets.

Celine's menswear line, launched under creative director Michael Slimane, currently represents less than 10% of the business but has significant potential for growth.

Merle believes that the brand's creativity now appeals to a broader audience, allowing it to tap into new markets and customer segments.

However, the goal is not to increase menswear's share of total revenue but rather to enrich the women's line through shared design elements and collaborative creative efforts.

The same design studio works on both women's and men's collections, fostering a cohesive brand image across all product lines.

Celine has already begun to showcase its menswear on the runway, with Rider's debut in June marking an important milestone for the brand.

Merle notes that holding dedicated menswear shows allows the company to express the category in its own right, while also incorporating men into women's shows will continue as a way of celebrating shared design elements.

For now, couture will remain without a dedicated runway show, but Merle emphasizes that the company is working on developing this aspect of the business.

The exact figure for Celine's revenue from menswear is not disclosed, but it is clear that the brand sees significant potential in this area.

Vogue: https://www.vogue.com/article/at-celine-ceo-severine-merle-is-taking-things-one-triomphe-at-a-time

Among the contenders is Wes Gordon, who has been nominated for a second consecutive year as American womenswear designer of the year. This recognition comes as Carolina Herrera celebrates its 45th anniversary in fashion, marking four decades and a half of innovation and creativity.

Gordon joins an impressive roster of nominees that spans generations of American fashion talent. Catherine Holstein, the two-time winner from Khaite, is back for another chance at the award, along with former winner Michael Kors and two-time nominee Tory Burch. Rachel Scott from Diotima, who won in 2024, rounds out this talented lineup.

On the menswear side, Dao-Yi Chow and Maxwell Osborne have earned a nomination for their relaunched Public School New York brand. The duo previously took home the award in 2014; with renewed vigor behind the brand, they may be looking to repeat their success.

The nominees for the top prize in menswear have been announced by the CFDA, with several familiar names vying for recognition. Todd Snyder, Thom Browne, Willy Chavarria, and Ralph Lauren are all contenders for their contributions to the resurgence of interest in menswear.

In accessories, The Row's Mary-Kate and Ashley Olsen have once again been nominated as American accessory designers of the year. Their consistent presence in this category is a testament to their enduring influence on fashion.

Other nominees for American accessory designer of the year include Ana Khouri, Sophie Buhai, Stuart Vevers for Coach, and Raul Lopez for Luar. Notably, Raul Lopez's brand has recently returned to the New York Fashion Week schedule after taking last season off.

The CFDA also recognizes emerging talent through its Google American Emerging Designer of the Year award. This year's nominees include Colleen Allen, Julian Louie for Aubero, and Emily Dawn Long, Julia Ferentinos of Juju Vera, and Zane Li of Lii, who recently won the 2026 Karl Lagerfeld Prize at the LVMH Prize in Paris.

The CFDA has announced its nominees and honorees for this year's awards, recognizing outstanding contributions to the fashion industry. Among the recipients of special awards is Linda Fargo, who will receive the Founder's Award in honor of Eleanor Lambert.

Fargo will be joined by other notable figures, including Eva Chen, who will accept the Media Award in honor of Eugenia Sheppard, and photographers Inez van Lamsweerde and Vinoodh Matadin, selected as this year’s Geoffrey Beene Lifetime Achievement Award recipients. The Isabel Toledo Board of Directors’ Tribute will also be presented to Susan Cianciolo.

The Innovation Award, presented by Amazon Fashion and Demi Moore, will recognize one individual's innovative spirit and contributions to the industry. Meanwhile, Tory Burch has been selected for the Positive Change Award, acknowledging her efforts to make a positive impact on fashion.

This year's ceremony will also honor Peter Marino with the Fashion Icon Award, recognizing his work as an architect responsible for creating sleek and chic retail spaces for top brands, as well as his distinctive personal style.

Vogue: https://www.vogue.com/article/the-2026-cfda-nominees-and-honorees-are-in-anthony-vaccarello-named-international-designer-of-the-year

The French capital is currently hosting a packed schedule of art, sport, and fashion events, which have now been impacted by the looming threat of demonstrations. Among those affected is Art Basel Paris, a major art fair that had previously announced its opening dates for VIP guests this week.

Organizers of the event cancelled its Saturday and Sunday slots, deciding instead to close early on Friday as a precautionary measure. This decision was made in response to concerns over potential protests targeting the fair, with calls to action appearing on social media.

The cancellation is seen as a necessary step to ensure the safety of visitors, exhibitors, staff, partners, and artworks at the event.

Visitors attending Art Basel's fair on Friday are now required to present government-issued identification for entry.

The safety of all individuals involved in the fair remains the top priority, according to an email sent by Art Basel to its press contacts.

Other art institutions and events, such as Fondation Louis Vuitton, have adopted a similar approach, with some opting to close temporarily or entirely on Saturday.

This decision follows concerns about potential protests disrupting the event schedule.

Some exhibitions managed to proceed before tensions escalated; for instance, Miu Miu held a premiere celebration for Alice Dolop's "Geste de Consolation exhibition on October 20.

As the situation in Paris continues to unfold, luxury brands are prioritizing the safety and well-being of their employees and customers. Hermès executive vice president of finance Éric du Halgouët emphasized that protecting staff was a top priority after stores were looted last weekend.

The brand's Marseille store remains closed, but its Paris locations have reopened, according to du Halgouët. He expressed concern for those directly affected by the violent incidents and acknowledged the impact on employees who witnessed or experienced the disturbances firsthand.

Prada Group CEO Andrea Guerra also addressed the situation during his company's earnings call, noting that while their stores were not physically damaged, they were still impacted by the unrest. He described the events as unfortunate and expressed relief that Prada staff escaped physical harm.

Luxury brands are now navigating the challenges of rescheduling events in light of ongoing protests and safety concerns. As a result, some exhibitions and premieres have been postponed or cancelled, with others still waiting to see how the situation develops.

Many Parisian businesses have chosen to reopen their doors despite the ongoing unrest in the city, but this decision comes with its own set of risks. Some stores that were previously looted have since reopened, including upscale department store Printemps and fashion brands Celine and Hermès.

The reopening of these stores has been a testament to the resilience of Paris's retail industry, with some business owners expressing gratitude towards their employees for their hard work in getting back up and running. In a post on LinkedIn, Celine CEO Séverine Merle praised her team for their extraordinary mobilization in reopening the store.

The luxury goods conglomerate LVMH has also taken steps to mitigate the impact of the unrest, with no French store closures announced ahead of the weekend for its brands including Louis Vuitton and Dior. However, not all retailers are as fortunate, with Kering revealing that five of its stores in France were looted last weekend.

These incidents have left many business owners feeling uncertain about their future prospects, with some choosing to close temporarily rather than risk further losses. The decision to stay open or shut up shop is a delicate one, weighing the potential for lost revenue against the risk of continued vandalism and looting.

The ongoing protests in Paris have had a ripple effect on various industries, including fashion and luxury goods. Small and independent boutiques are particularly vulnerable due to their limited resources and inventory compared to larger brands.

Resale platforms such as Vinted and Ebay are also grappling with the issue of stolen items being listed on their sites. In response, these companies have increased monitoring of suspicious activity, flagging unusual patterns and behaviors that may be linked to recent events.

Vestiaire Collective has taken a proactive approach in addressing the situation, reinforcing its internal monitoring processes and collaborating with luxury brands to identify potential issues. The company's curation, authentication, and fraud teams are working together to track and verify suspicious activity.

Meetings have been held between Vestiaire Collective and affected luxury brands to coordinate their efforts and prevent further unauthorized listings of stolen merchandise. In addition, the resale platform has established dedicated channels for victimized brands to share inventory alerts with its teams, enabling targeted checks and swift action against matching items.

The heightened security measures implemented in Paris are expected to remain in place for an undetermined period of time, according to Vestiaire's spokesperson. The company is adapting its protocols to ensure business continuity during this hyper vigilance" phase.

The impact on tourism and subsequent brand performance remains uncertain, with executives acknowledging it's too early to assess the effects of reduced tourist numbers on French businesses. As a result, brands are cautiously monitoring the situation, awaiting further data before making any conclusions about potential losses or gains.

Vogue: https://www.vogue.com/article/more-planned-riots-put-off-art-fashion-and-sport-events-in-paris

Fflur Roberts, head of luxury goods at Euromonitor International, suggests that China's luxury market is recalibrating due to economic uncertainty, with weaker consumer confidence and slower growth contributing to reduced discretionary spending.

The country's personal luxury goods market showed signs of stabilization in 2025, but luxury fashion remained under pressure, down significantly from its peak in 2023 according to Euromonitor figures.

Luxury conglomerate LVMH recently reported a 5% drop in sales for the third quarter, attributing the decline to "less buoyant demand" in China, highlighting the challenges faced by global brands in this market.

Roberts notes that to remain relevant in an increasingly competitive landscape, global brands must offer more than just prestige and tradition, as domestic Chinese brands continue to gain traction with consumers.

China's domestic designer market has only recently begun to mature, emerging over the past three decades as local brands began to establish themselves following China's alignment with seasonal fashion norms.

As China's domestic designer market continues to mature, it is clear that the country's fashion industry is on a rapid upward trajectory. In recent years, Chinese design has been gaining traction at an incredible pace, and experts predict this growth will continue for the next 15 years.

The majority of China's growth in the fashion industry has occurred over the past decade and a half, with designers and brands beginning to make their mark on the global stage. This surge in popularity is expected to have far-reaching consequences for Western luxury brands that have traditionally relied on China as a key market for growth.

As Asian fashion continues to gain momentum, it is no longer just Chinese design that is making waves. International talent is increasingly looking to the wider region for new opportunities, with high-profile designers such as Kim Jones and Kris van Assche partnering with local brands in Hong Kong and Japan.

The trend of international designers seeking out opportunities in Asia is not limited to fashion alone. Veteran fashion consultant Jonathan Lee notes that it's no longer a given that Western designers will work in European houses, highlighting the shift towards a more globalized industry.

Meanwhile, PR expert David Siwicki has been expanding his portfolio to include local brands in Asian markets such as Shanghai, New Delhi, and Seoul. By getting involved with these brands, Siwicki says he's gained valuable insights into the evolving culture and consumer mindset of the region.

As style and culture in Asia continue to have a profound impact on fashion at large, it's clear that the industry is undergoing a significant shift towards greater globalization and diversity. With Chinese design leading the charge, it will be fascinating to see how this trend unfolds over the next 15 years.

The Asian fashion industry has been making strides in recent years, with many successful brands emerging from countries such as Japan and South Korea. Comme des Garçons and Wooyoungmi are just two examples of renowned fashion houses that have gained international recognition.

According to Julio Ng, co-founder of 2034, a brand development consultancy, building influential fashion houses in Asia will require time and effort. However, this does not mean that Western brands will cease to thrive in the region.

In fact, luxury brands such as Louis Vuitton, Dior, Loro Piana, and Tiffany & Co. have continued to expand their presence in Tier 1 cities, while scaling back their operations in some lower-tier locations. Our Legacy, a newer brand, has taken a different approach by partnering with local retailer Dongliang on an artsy store in Shanghai that aims to connect with consumers in the area.

Chinese consumers are becoming increasingly discerning about how and where they spend their money, prioritizing quality, individuality, and personal relevance over mere brand recognition. This shift is driving demand for unique and authentic products that reflect local culture and heritage.

The guochao movement, which celebrates Chinese culture and national pride in fashion, continues to gain momentum. Local designers are finding innovative ways to interpret traditional elements such as qipao and Pankou in their designs, resulting in a fresh and contemporary aesthetic that is unmistakably Eastern.

At Shanghai Fashion Week, Hemu opened the week with a collection inspired by the Silk Road, featuring Chinese silks reimagined into modern clothing with an unmistakable Eastern flair. This trend is a testament to the growing influence of Chinese design on the global fashion scene.

As Chinese design continues to make waves on the global fashion scene, designers are finding innovative ways to connect with international consumers. Samuel Guí Yang's collection based on the myth of the White Snake is a testament to this growing interest in traditionally Chinese aesthetics.

Yang attributes the shift in consumer preferences to a greater openness to cultural exploration. He notes that initially there may have been hesitation around cultural appropriation, but over time, designers and brands have identified a specific type of client who is drawn to these traditional elements.

According to Yang's partner Erik Litzen, their clients understand that incorporating Chinese culture into fashion is not just about borrowing from another culture, but rather about the beauty and craftsmanship of each garment. This approach allows local brands to connect with customers on a deeper level.

Euromonitor's Roberts agrees that tapping into local heritage is key for brands looking to compete globally. By mining their own cultural roots, these brands can build a strong foundation at home before expanding abroad.

However, success in the global market requires more than just innovation and cultural resonance. Brands must also navigate complex distribution channels to reach a wider audience. Giovanni Pugnetti, former CEO of OTB Group Greater China, notes that there is a shortage of high-quality wholesale distributors in China.

The dearth of viable online platforms beyond Taobao and Tmall adds another layer of complexity for brands looking to expand globally. To overcome these challenges, many designers are opting for the direct-to-consumer (DTC) model by opening their own stores, bypassing traditional wholesale channels altogether.

In recent months, two Chinese fashion brands have made significant moves in their home market by opening their first standalone stores in central Shanghai. Mark Gong and Samuel Gui Yang's respective ventures were facilitated by Labelhood, a business incubator that has also supported other emerging designers.

This shift towards direct retail presence in China marks an important milestone for the next generation of Chinese fashion designers. As they navigate the complexities of building a global brand, these designers are rethinking their strategies to better connect with local consumers and establish a loyal customer base.

Samuel Gui Yang's experience suggests that investing in a store can pay dividends in terms of sustained growth and market penetration. By showing outside of traditional fashion week schedules during Shanghai Fashion Week, Yang has been able to build momentum and attract new customers.

Yang's brand now boasts 34 stockists across China, significantly more than its four or five international partners. The designer attributes this success to a deliberate focus on nurturing relationships with local customers and building a loyal following in the market.

In evaluating their growth, Labelhood's Chen and Ng emphasize the importance of differentiating between revenue potential and profitability. They caution that simply achieving high sales figures is not enough; brands must also consider the costs associated with reaching customers, maintaining distribution channels, and managing inventory levels to ensure sustainable business practices.

The success of these emerging Chinese designers has significant implications for Western luxury brands seeking to expand into the Asian market. As they strive to build truly global businesses, designers are no longer content with domestic success alone; instead, they must cultivate loyal customer bases and demonstrate a capacity for repeat business across multiple regions.

The growing costs of attending international fashion weeks are becoming a significant challenge for smaller brands.

Showing at home may not be enough to attract the attention of international editors and buyers, as many Asian cities struggle to consistently draw in this audience.

Tokyo, Shanghai, and Seoul face obstacles such as distance from Europe and the US, language barriers, and rising airfares that deter Western professionals from attending their respective fashion weeks.

These challenges are compounded by a misalignment in calendars across Asia's fashion capitals, which can either overlap or occur at vastly different times, making it less attractive for buyers to travel to the region.

Industry insiders suggest that aligning the dates of these events could increase attendance and make the region more appealing to international professionals.

However, given current political tensions between countries, it is unlikely that the calendars will be adjusted in the near or medium-term future.

Vogue: https://www.vogue.com/article/chinese-design-is-booming-what-does-that-mean-for-western-luxury

LVMH, Hermès and Kering have seen their shares plummet by 40%, 39% and 30% respectively since the start of the year, while Richemont has remained relatively stable. The luxury sector's overall performance in Q3 is expected to be lackluster, with some analysts predicting a decline in sales.

HSBC estimates that luxury sales will grow only 1% in Q3, compared to the same period last year, and even this modest growth may not materialize. This comes on the back of a slow second quarter, where luxury sales increased by just 7%. Analysts point to the deteriorating economic situation in China as one factor contributing to the expected decline.

The slowdown is particularly concerning for LVMH, considered the bellwether of the sector, which is forecast to grow only 1% in Q3. Its key fashion and leather goods division is expected to fall by 2%, a reversal from its modest growth in Q2.

Luxury brands are bracing for a slowdown in sales growth across various regions, including China and South Korea.

China's luxury market has experienced a sequential deceleration, partly due to the introduction of a new tax on foreign assets. This development is being closely watched by analysts who predict that it will have a significant impact on the country's luxury sector. Goldman Sachs' luxury analyst Erwan Rambourg suggests that the question on everyone's mind is what it will take for China to stabilize.

The trademark infringement case involving Louis Vuitton and its four-petal emblem, which was used by a Chinese company without permission, has also raised concerns about the impact of intellectual property disputes on sales. The incident has sparked much debate on Chinese social media, with many questioning the legitimacy of the use of luxury brands' logos. Analysts expect this issue to have a temporary but noticeable effect on LV's sales in China.

In South Korea, the luxury boom that was fueled by wealth generated in the tech sector is expected to moderate in Q3. The country's AI-driven economy has been driving demand for luxury goods, but analysts predict that this trend will slow down.

The luxury market's momentum is slowing down as it enters its third quarter, according to analysts. This slowdown is largely due to a tougher year-on-year comparison basis, making it harder for companies to achieve the same level of growth they experienced in previous periods.

Tourist flows across Europe are also showing signs of weakness, with Asian visitors yet to return and American tourists being the only significant source of demand. Middle Eastern tourism in Europe has not fully recovered from the pandemic-era decline either, which could have a negative impact on third-quarter performance.

The US market is expected to be weaker than previously anticipated due to consumers' cautious attitudes and volatility in equity markets. Analysts predict that this will result in a softer quarter, but they are optimistic about the holiday season, when sales typically pick up.

Jewelry remains a bright spot in the luxury industry, with Richemont's jewelry division expected to continue its upward trend. The division, which includes iconic brands like Cartier and Van Cleef & Arpels, is estimated to see a 17% increase in sales this quarter.

The luxury industry's slowdown is not necessarily a cause for concern, according to some analysts. A healthy development, they argue, could be just what the market needs after years of rapid growth. This cautious optimism comes as several high-end watch and jewelry brands are poised to see significant increases in sales.

LVMH's watches and jewelry division, which includes Tiffany & Co. and Bvlgari, is expected to grow by 11% this quarter. Meanwhile, Kering's jewelry segment, home to Boucheron and Pomellato, is forecast to increase its sales by 14%. These numbers suggest that the demand for luxury jewelry remains strong.

Industry insiders point out that jewelry has been one of the few bright spots in an otherwise sluggish market. This trend is attributed to the fact that jewelry tends to target more affluent consumers who are often less affected by economic downturns. As a result, jewelry brands have managed to stay resilient despite the overall slowdown.

However, some experts warn that jewelry brands may become victims of their own success if they continue to grow at an unsustainable rate. Overexposure is seen as a potential threat to these luxury brands' long-term viability, and industry insiders are keeping a close eye on this development.

The latest fashion collections from luxury brands are hitting stores, but their impact on third-quarter earnings is being closely watched by analysts. Dior's Fall/Winter 2026 collection arrived in stores on September 22, while its cruise collection, presented in Biarritz, will be available in November.

Analysts' forecasts for Dior's performance vary, with HSBC predicting a slight deceleration from the previous quarter, expecting 1% organic growth. In contrast, Goldman Sachs is more optimistic, forecasting 6% growth for Dior in the third quarter. This is despite an expected decline of 2% in LVMH's fashion and leather goods division.

The upcoming GucciCore collection, set to arrive in stores from October/November, is seen as a potential driver of positive organic sales growth in Q4. Industry experts are cautiously optimistic about the prospects for a return to growth, but acknowledge that the current quarter will likely be challenging.

Vogue: https://www.vogue.com/article/luxury-s-third-quarter-earnings-cheat-sheet