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Price, Perception, and Polarization: Luxury at the Inflection Point

June 9, 2026
About the Speakers
  • Stephen Clapham

    Founder, Behind the Balance Sheet
  • Sascha Rowold

    Acting CMO / CDO to the Chairman, LVMH Family Office

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Watch this session where Steve Clapham (Founder of Behind the Balance Sheet) and Sascha Rowald (acting CMO at LVMH) unpack what's driving the sector's underperformance, separate the cyclical from the structural, and identify where the opportunities and risks lie ahead.

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