In this episode, hosts Robin Swithinbank and David Sadigh welcome Luca Solca, one of the most respected analysts in the global luxury sector. They explore the current turbulence in the luxury market, from macroeconomic pressures and post-pandemic consumer behavior to creative turnover and digital transformation. Luca offers razor-sharp commentary on everything from Swatch Group’s boardroom drama to China's shifting luxury landscape.

Highlight include: 

• The macro view: Is luxury really in crisis, or just correcting after post-COVID exuberance?
• China's impact: How real estate and consumer confidence are shaping Chinese luxury demand.
• Luxury’s pricing problem: Have brands pushed price hikes too far?
• Creative churn: Why soft luxury is facing unprecedented designer turnover.
• Swatch Group spotlight: A look inside the shareholder drama and what's next for this Swiss giant.
• Retail recalibration: Why brands are closing smaller stores to focus on flagship experiences.
• Golden rules of luxury: Growth vs. exclusivity—and why that tension still defines the industry.
  
  

Also in this episode:

DLG Insights: Aude Degrassat discusses Apple’s Vision Pro 

On the Download with DLG's Benedicte Soteras: 

• Winners: Qeelin, Max Mara, Louis Vuitton, Van Cleef & Arpels
• Losers: Watch brands suffering a 32% YoY drop in China
• Trend: Extreme polarization in China’s luxury e-commerce performance

Brought to you by https://digitalluxurygroup.com/

Follow us @digitalluxurygroup & @robin_swithinbank on Instagram

Produced by Juliet Fallowfield, 2025 www.fallowfieldmason.com