EPISODE · Feb 24, 2026 · 44 MIN
Champagne Problems
from Fashion People · host Audacy | Puck
Lauren is joined by Bernstein luxury analyst Luca Solca to decode the latest earnings gauntlet across luxury—from LVMH and Kering to Richemont and Hermès, and beyond—and what the numbers reveal about the industry’s true health. They also weigh into the future of LVMH’s wine and spirits division, the reawakening Chinese middle class, the forthcoming Capital Markets Day, and much more.
What this episode covers
Lauren is joined by Bernstein luxury analyst Luca Solca to decode the latest earnings gauntlet across luxury—from LVMH and Kering to Richemont and Hermès, and beyond—and what the numbers reveal about the industry’s true health. They also weigh into the future of LVMH’s wine and spirits division, the reawakening Chinese middle class, the forthcoming Capital Markets Day, and much more.
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Champagne Problems
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