Bumps in the road: Bernstein’s Luca Solca analyses luxury's rough patch

In this episode, hosts Robin Swithinbank and David Sadigh welcome Luca Solca, one of the most respected analysts in the global luxury sector. They explore the current turbulence in the luxury market, from macroeconomic pressures and post-pandemic consumer behavior to creative turnover and digital transformation. Luca offers razor-sharp commentary on everything from Swatch Group’s boardroom drama to China's shifting luxury landscape. Highlight include: The macro view: Is luxury really i...