From Hype to Heritage: Identifying Durable Winners in Luxury Investing

Listen to this session with AlphaSense partner Drew Cohen of Speedwell Research and Claire Kent, advisor and former Prada Director, as they unpack the forces reshaping the luxury market and what they mean for investors.

Discussion topics will include:

• How Gen Z’s evolving relationship with status and consumption will shape long-term demand
• Which houses have enduring pricing power and brand equity versus those more exposed to fashion cycles
• The implications of “quiet luxury” for logo-driven brands and who’s positioned to adapt
• What separates resilient luxury names like Hermès from others
• How management teams should balance exclusivity, pricing, and growth without eroding brand value

As investors reassess the durability of the world’s most iconic luxury names, understanding what defines “true luxury” has never been more critical.