About this episode

Lauren discusses the luxury industry's current state with analyst Luca Solca, reviewing key earnings reports and market trends.

Lauren’s guest is Bernstein analyst Luca Solca. They run through the Q2 2026 earnings reports from LVMH, Kering, Hermes, and more, and take a mid-year temperature check on the industry. Is luxury set for a major comeback, or is the middle ground the new normal for everyone but Chanel? Plus, Lauren reviews purchases from Nike Skims.

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