In the latest special edition of the podcast, we’re joined by Deborah Aitken, senior industry analyst at Bloomberg Intelligence for global luxury goods, beauty and personal care.
Deborah talks us through the global recovery in the luxury industry, the impact of the Middle East conflict on spending and China’s importance to the comeback.
Our special guest discusses valuations across the sector. Deborah gives us her take on trends within the high-end watch market. She also highlights the luxury names appealing to the important Gen Z consumer.
Finally, our guest lends her view on developments at Coach-owner Tapestry (NYSE:TPR). She also tells us why Massimo Dutti, the premium-leaning fashion brand owned by Inditex (BME:ITX), is having a moment.
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