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Date: Tuesday, June 9th
Time: 3pm BST | 10am ET | 7am PT
In this session, Steve Clapham (Founder of Behind the Balance Sheet) and Sascha Rowald (acting CMO at LVMH) will unpack what's driving the luxury sector's underperformance, separate the cyclical from the structural, and identify where the opportunities and risks lie ahead.
Participants will leave with:
- Frameworks for distinguishing brands with durable pricing power from those facing structural erosion
- Perspective on the China reset and what it means for European luxury houses
- Insight into brand elevation strategies and the challenges of moving away from off-price/wholesale models