Skip to content
Resources > Reports

Luxury at an Inflection Point: What the Numbers Aren’t Telling Investors

By Conor Power

Luxury has enjoyed close to four decades of near-continuous growth, and the industry has come to view that run as a baseline rather than an exception. Since 2019, price and mix — not new buyers — have driven most of the sector's gains, while China's spending has shifted structurally toward domestic consumption and younger consumers have grown fluent in what a product actually costs to make.

In this report, we explore where the consensus view on luxury may be wrong, through exclusive interviews with Sascha Rowold (Acting CMO & CDO to the Chairman, LVMH Family Office) and Claire Kent (former Managing Director, Morgan Stanley; former Non-Executive Director, Prada), examined against broker research and earnings-call data sourced on AlphaSense.

About the Author
  • Conor Power

    Conor Power leads the Expert Program at AlphaSense, working with industry thought leaders to power research content. He has built an extensive network of subject-matter experts across industries and geographies. Originally from Waterford, Ireland, Conor moved to the U.S. in 2024 to support AlphaSense's research programs following its acquisition of Tegus. He previously worked in equity research at Susquehanna International Group, proprietary trading at Positive Equity, and sports trading at FanDuel. Conor holds a BSc in Finance from University College Cork and has completed the CFA Level 1 exam.

Explore more

Security, Privacy & Trust in the Age of AI

In this report, discover the foundational questions and principles that firms should be requiring of AI providers as they prioritize scaling trustworthy AI infrastructure.

Top AI Use Cases for Investor Relations

The AI era has ushered in a new reality for investor relations. Discover how the leading IR teams are harnessing AI to unify peer tracking, sentiment analysis, and real-time market monitoring into a single intelligence layer.
Title: Top AI Use Cases for Investor Relations. Blue isometric illustration shows a shield with a checkmark, binoculars, and a filing cabinet.

Top AI Use Cases for Venture Capital Firms

In this report, discover how venture capital teams are leveraging AI for decision-grade intelligence that distills signal from noise in a crowded environment.
A blue graphic titled "Top AI Use Cases for Venture Capital Firms" featuring an upward trending arrow, a stack of money, and a globe.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.