The Giorgio Armani Succession isn't about Armani: It's about L'Oréal Coming for LVMH
Description
Paris Fashion Week just became the opening act of a new empire war. In this episode we unpack Marc Abergel (Luxury Executive based in Paris) analysis of the strategic chess match between LVMH and L’Oréal, a clash not just for Armani, but for the future architecture of luxury itself. (Read Marc Abergel's article here: The Armani Succession Isn't About Armani. It's L'Oréal Coming for LVMH)
It’s The Vatican of Desire vs. The Colosseum of Access: scarcity versus scale, mystique versus mass aspiration.
From the quiet corridors of Dior to the open-air spectacle of L’Oréal Paris, we explore how data, beauty licenses and public theater are rewriting the balance of power in global luxury. And why the winner may not be the one you expect.
Listen as we decode how one acquisition could turn L’Oréal from a beauty powerhouse into a $50 billion fashion sovereign by 2030 and why Bernard Arnault may already have Barbarians at his gates.
- “It’s the Vatican of Desire vs. the Coliseum of Access.”
- “Armani isn’t the prize—it’s the test.”
- “LVMH bets that distance creates desire; L’Oréal bets that access creates loyalty.”
- “L’Oréal isn’t bidding on an asset—it’s completing a system.”
- “$7 billion isn’t a price tag; it’s a down payment.”
- “Beauty licenses aren’t just revenue—they’re Trojan horses of data.”
- “Sephora proves LVMH can run a Coliseum; it just keeps it walled off from fashion.”
- “This is an operating-system war, not a bigger-check contest.”
- “Rome watched Persia; the Barbarians sacked the city.”
- “Will LVMH notice the rival empire before it’s already inside the gates—drinking their champagne?”
https://marcinparis.substack.com/p/the-armani-succession-isnt-about
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