Intern Pierre https://www.internpierre.com/ Luxury equities research and reporting. Monaco | Paris. en Thu, 22 Oct 2026 17:14:57 GMT Is the Birkin Dead? Hermès Q3 Says Otherwise https://www.internpierre.com/news/hermes-q3-2026-earnings-birkin-ferrari-daytona-sp3 https://www.internpierre.com/news/hermes-q3-2026-earnings-birkin-ferrari-daytona-sp3 news Thu, 22 Oct 2026 17:14:57 GMT After a month of “the Birkin is dead” headlines, Hermès reported Q3 leather goods up 10.8% and accelerating, while LVMH Fashion & Leather Goods fell 5%. Why a flat China may be deliberate, why I bought this morning’s 8% drop, and the Ferrari Daytona SP3 press car about to sell... (Subscriber article: read the full piece at https://www.internpierre.com/news/hermes-q3-2026-earnings-birkin-ferrari-daytona-sp3) Overpriced, Overowned, Overexposed https://www.internpierre.com/news/hyunbaek-core-korea-quiet-luxury-lvmh https://www.internpierre.com/news/hyunbaek-core-korea-quiet-luxury-lvmh news Tue, 20 Oct 2026 13:05:59 GMT A former LVMH executive told me “Nobody needs a Louis Vuitton bag. We made you want one.” Now Korean consumers are proving it. Hyunbaek-core (현백코어), Korea’s effortless old money style built on cashmere, neutrals and no logos, is spreading fast, and it spells trouble for loud... (Subscriber article: read the full piece at https://www.internpierre.com/news/hyunbaek-core-korea-quiet-luxury-lvmh) Liberté, Égalité, Louis Vuitton https://www.internpierre.com/news/liberte-egalite-louis-vuitton-paris-riots-luxury-looting https://www.internpierre.com/news/liberte-egalite-louis-vuitton-paris-riots-luxury-looting news Sun, 18 Oct 2026 16:27:22 GMT What began as a French student protest over school conditions turned into a weekend of riots, burned town halls and looted luxury boutiques in Paris. Meanwhile, Loro Piana promoted its back-to-school collection at the Sorbonne and CNN celebrated Celine Dion’s Paris residency.... LVMH Is More Likely to Hire Me Than Hedi Slimane https://www.internpierre.com/news/hedi-slimane-louis-vuitton-rumor-miss-tweed https://www.internpierre.com/news/hedi-slimane-louis-vuitton-rumor-miss-tweed news Wed, 30 Sep 2026 08:58:59 GMT Monday night, Miss Tweed reported that Louis Vuitton was in talks to bring back Hedi Slimane. Within hours, LVMH called it baseless. The more interesting story is who owns the "independent" outlet that ran it: a former Coty CEO holds 9.09%, and the stated reason for selling that... (Subscriber article: read the full piece at https://www.internpierre.com/news/hedi-slimane-louis-vuitton-rumor-miss-tweed) Roll the Calls: A Memoir https://www.internpierre.com/books/roll-the-calls-ari-emanuel-memoir https://www.internpierre.com/books/roll-the-calls-ari-emanuel-memoir books Thu, 24 Sep 2026 11:55:11 GMT One of Hollywood’s most accomplished, feared—and funny—dealmakers has some stuff he wants to get off his chest. A lifetime worth of stuff. And secrets. And stories. And it all makes for one hell of a ride, and one of the must-read books of the year. Ari Emanuel has long been one... Nike at a 12-Year Low Just Brought in the Man Running LVMH's Worst Division https://www.internpierre.com/news/nike-12-year-low-alexandre-arnault-board-appointment https://www.internpierre.com/news/nike-12-year-low-alexandre-arnault-board-appointment news Wed, 16 Sep 2026 23:46:41 GMT Nike is trading near a 12-year low, down more than 80% from its 2021 peak, and today the board added Alexandre Arnault. LVMH says he "has earned a reputation for helping iconic brands." The record says Moët Hennessy profit fell 25%, Tiffany's turnaround has never been disclosed,... The Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close https://www.internpierre.com/news/cdg-airport-store-checks-burberry-bvlgari-lvmh-watches https://www.internpierre.com/news/cdg-airport-store-checks-burberry-bvlgari-lvmh-watches news Tue, 15 Sep 2026 14:42:32 GMT With LVMH near six-year lows, Intern Pierre walks Paris Charles de Gaulle Terminal 1, the highest-spend duty-free terminal in the Groupe ADP network. Burberry is hanging a few-hundred-euro scarf on plywood, trench coats are buried behind check, and Bvlgari's €46,600 Octo... (Subscriber article: read the full piece at https://www.internpierre.com/news/cdg-airport-store-checks-burberry-bvlgari-lvmh-watches) HYROX Is Soul Cycle in a Weighted Vest https://www.internpierre.com/news/hyrox-l-catterton-lvmh-luxury-experiences https://www.internpierre.com/news/hyrox-l-catterton-lvmh-luxury-experiences news Sun, 13 Sep 2026 10:46:30 GMT Ask me what the ultimate luxury is and the answer never changes: spontaneity and the ability to say no. Last week L Catterton, essentially LVMH's private equity arm, bought HYROX at a Bloomberg-estimated €600m to €1bn. I think HYROX is a fad. I also think the deal makes complete... Torn: Fashion and Postmodernism https://www.internpierre.com/books/Torn-Fashion-Postmodernism-eugene-rabkin https://www.internpierre.com/books/Torn-Fashion-Postmodernism-eugene-rabkin books Wed, 09 Sep 2026 19:14:34 GMT Since the beginning of the twenty-first century, fashion has undergone a paradoxical shift: it has grown creatively impoverished despite becoming more culturally relevant. Increasingly, the industry’s output feels listless, unexciting, like a pastiche of past styles, not genuine... Reformation ($REF) IPO Forensics: A $90m Dividend to Permira Six Weeks Before Pricing, $117m of $120m Proceeds to Lenders, and Nine Finance and Accounting Departures in 18 Months https://www.internpierre.com/news/reformation-ref-ipo-forensics-a-90m-dividend-to-permira-six-weeks-before-pricing-117m-of-1 https://www.internpierre.com/news/reformation-ref-ipo-forensics-a-90m-dividend-to-permira-six-weeks-before-pricing-117m-of-1 news Wed, 09 Sep 2026 12:54:53 GMT Six weeks before its July IPO, Reformation borrowed $92m to pay a $90m dividend, mostly to Permira. $117m of the $120m raised went straight back to lenders. Add a CFO gone before the S-1, six finance and accounting departures in ten months, €318 dresses made from wood pulp and... (Subscriber article: read the full piece at https://www.internpierre.com/news/reformation-ref-ipo-forensics-a-90m-dividend-to-permira-six-weeks-before-pricing-117m-of-1) LVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale https://www.internpierre.com/news/lvmh-six-year-low-champagne-output-down-48-hermes-watches-lose-57-resale https://www.internpierre.com/news/lvmh-six-year-low-champagne-output-down-48-hermes-watches-lose-57-resale news Wed, 09 Sep 2026 07:36:48 GMT LVMH closed at €423.75, a six-year low, the day France's Agriculture Ministry put the 2026 Champagne harvest at 1.34m hl, down 48%. Also this week: Hermès watches lose 57% of their value on resale, Trump's Bombardier post is a TACO trade, Vaccarello is out at Saint Laurent,... (Subscriber article: read the full piece at https://www.internpierre.com/news/lvmh-six-year-low-champagne-output-down-48-hermes-watches-lose-57-resale) Kering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo https://www.internpierre.com/news/kering-kerpa-long-thesis-why-im-adding-while-the-stock-falls-under-de-meo https://www.internpierre.com/news/kering-kerpa-long-thesis-why-im-adding-while-the-stock-falls-under-de-meo news Thu, 03 Sep 2026 14:20:24 GMT An hour with a senior luxury wines and spirits insider on LVMH's Moët Hennessy division: structural decline in alcohol demand, Hennessy pricing in the US, the Tiffany acquisition, Africa, China and the Middle East, climate risk to Champagne, and governance inside the group. Full... (Subscriber article: read the full piece at https://www.internpierre.com/news/kering-kerpa-long-thesis-why-im-adding-while-the-stock-falls-under-de-meo) Lewis Hamilton's "Barn Find" F40 Was Found by a Hedge Fund https://www.internpierre.com/news/lewis-hamiltons-barn-find-f40-was-found-by-a-hedge-fund https://www.internpierre.com/news/lewis-hamiltons-barn-find-f40-was-found-by-a-hedge-fund news Tue, 01 Sep 2026 13:23:33 GMT ESPN, TopGear and Motorsport.com all ran the same story: Lewis Hamilton found a Ferrari F40 that sat in a garage for 30 years. He didn't. Azimut AHE, a Luxembourg collector car fund, discovered the car in late 2025 and posted it in January. The barn find is Ferrari PR ahead of... (Subscriber article: read the full piece at https://www.internpierre.com/news/lewis-hamiltons-barn-find-f40-was-found-by-a-hedge-fund) The Honey Deuce Made $17.2 Million. Moët's Answer Was Champagne & Lime https://www.internpierre.com/news/the-honey-deuce-made-172-million-mots-answer-was-champagne-lime https://www.internpierre.com/news/the-honey-deuce-made-172-million-mots-answer-was-champagne-lime news Tue, 01 Sep 2026 09:24:38 GMT Grey Goose sold 740,000 Honey Deuces at the US Open and generated $17.2 million. In its third year as Official Champagne, Moët & Chandon showed up with Champagne, lime and a plastic tennis ball canister. Another Moët Hennessy marketing misfire, and a look at who's running it. (Subscriber article: read the full piece at https://www.internpierre.com/news/the-honey-deuce-made-172-million-mots-answer-was-champagne-lime) LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911: Boilerplate Press, Conflicted Media and the Death of Due Diligence https://www.internpierre.com/news/lvmh-louis-vuitton-singer-porsche-911-boilerplate-media https://www.internpierre.com/news/lvmh-louis-vuitton-singer-porsche-911-boilerplate-media news Sun, 16 Aug 2026 10:47:59 GMT Ferrari ($RACE) EU Sanctions Violations: A 296 GTS in Minsk Still Wearing Its Brussels Dealer Plates https://www.internpierre.com/news/ferrari-race-eu-sanctions-violations-296-gts-minsk-brussels-dealer-plates https://www.internpierre.com/news/ferrari-race-eu-sanctions-violations-296-gts-minsk-brussels-dealer-plates news Tue, 11 Aug 2026 07:38:41 GMT On March 15th, 2022, the EU banned exporting vehicles over €50,000 to Russia and Belarus. Since then the rules have only tightened, and since March 2024 manufacturers must contractually stop distributors from routing cars east. Despite this, I have tracked hundreds of Ferraris... (Subscriber article: read the full piece at https://www.internpierre.com/news/ferrari-race-eu-sanctions-violations-296-gts-minsk-brussels-dealer-plates) The Last True Luxury Is Being Left Alone - Summer Opinion Piece https://www.internpierre.com/news/bombardier-economics-of-privacy-saint-tropez https://www.internpierre.com/news/bombardier-economics-of-privacy-saint-tropez news Fri, 07 Aug 2026 16:16:00 GMT A response to the New York Post's Saint-Tropez obituary. The Riviera is fine, the crowd just rotated. The real story is where luxury demand is going: privacy, convenience and spontaneity, from Aman ejecting influencers to PS terminals and fractional private aviation. One of the... Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway https://www.internpierre.com/news/ferrari-race-luce-ev-sold-out-covered-short-august-update https://www.internpierre.com/news/ferrari-race-luce-ev-sold-out-covered-short-august-update news Tue, 04 Aug 2026 14:11:08 GMT August portfolio update. The FT says Ferrari "sold out" the Luce in two months, but deposits are not deliveries and the data says the real number isn't close. Why I covered my Ferrari short anyway, what Arnault's X debut signals about the Hermès matter, the Mediapart spyware... LVMH ($MC.PA) Q2 Earnings: The Half-Truth Quarter the Headlines Missed https://www.internpierre.com/news/lvmh-q2-2026-earnings-half-truth-quarter https://www.internpierre.com/news/lvmh-q2-2026-earnings-half-truth-quarter news Tue, 28 Jul 2026 10:29:07 GMT The headlines say LVMH's fashion division returned to growth. The company's own slides show H1 2026 revenue down 3% and profit down 4%, with a -5% currency effect disclosed in a footnote. A breakdown of the half-truths, plus Korea's margin call wave, client feedback on the new... LVMH ($MC.PA) Bernard Arnault Joins X: Why CEOs Speak Up Right Before Earnings https://www.internpierre.com/news/lvmh-bernard-arnault-joins-x-before-earnings https://www.internpierre.com/news/lvmh-bernard-arnault-joins-x-before-earnings news Mon, 27 Jul 2026 12:08:49 GMT Le Monde ran six parts on Bernard Arnault. He replied with an open letter, then opened a personal X account to thank his supporters, days before LVMH reports. The series is not the interesting part. The response is. A look at what followed when Peloton, BlackBerry, Enron, Lehman... Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins https://www.internpierre.com/news/jet2-uk-package-holiday-short-full-planes-empty-margins https://www.internpierre.com/news/jet2-uk-package-holiday-short-full-planes-empty-margins news Wed, 22 Jul 2026 07:46:56 GMT Jet2 is the best operator in a structurally squeezed industry, and that is exactly the problem. A proprietary survey of UK package holiday customers shows 75% feel more financially constrained, holidays top the cut list if budgets tighten, and a channel check in Kos found... Rent the Runway ($RENT) Turnaround: Why the Rental Model Doesn't Work https://www.internpierre.com/news/rent-the-runway-rent-turnaround-why-the-rental-model-doesnt-work https://www.internpierre.com/news/rent-the-runway-rent-turnaround-why-the-rental-model-doesnt-work news Thu, 16 Jul 2026 06:12:34 GMT Rent the Runway completed an October 2025 recapitalization that cut debt to roughly $120 million, pushed maturity to 2029, wiped out existing shareholders, and bought about four years of runway. The founder is gone, an interim CEO is in place, and the turnaround pitch rests on... The Back-Office Gremlins at Morgan Stanley Chose Violence https://www.internpierre.com/news/morgan-stanley-takedown-hennessy-cocktails https://www.internpierre.com/news/morgan-stanley-takedown-hennessy-cocktails news Fri, 10 Jul 2026 13:59:21 GMT A Morgan Stanley brand protection notice landed at 2:02 AM demanding removal of research posted to Intern Pierre. Why sell-side research is a loss leader rather than a product, funded through order flow, banking mandates, and corporate access. Then to LVMH, where wine and... Ferrari ($RACE) 12Cilindri Manuale: A €590k By-Wire "Manual" That Isn't One https://www.internpierre.com/news/ferrari-12cilindri-manuale-by-wire-manual https://www.internpierre.com/news/ferrari-12cilindri-manuale-by-wire-manual news Fri, 10 Jul 2026 13:50:24 GMT Ferrari announced the 12Cilindri Manuale at Cavalcade 2026: 1,499 units, €590,000 base, tailor-made throughout. But Ferrari's own spec sheet lists an 8-speed F1 DCT with clutch pedal and manual by-wire control, not a six-speed gated manual. Dealer emails funnel buyers toward the... McKinsey, Bain & BCG Go AI: Inside Bain's €3M "Rhapsody in Luxury" Deck https://www.internpierre.com/news/mckinsey-bain-bcg-ai-rhapsody-in-luxury-deck-teardown https://www.internpierre.com/news/mckinsey-bain-bcg-ai-rhapsody-in-luxury-deck-teardown news Fri, 03 Jul 2026 14:02:11 GMT McKinsey, Bain and BCG have moved AI from pilot to daily infrastructure. Lilli, Deckster and Sage now draft the decks and scans that once trained junior consultants. So what does the €3M work product actually look like? Intern Pierre got hold of Bain's June 25th Altagamma... Ferrari ($RACE) Management Crisis: Executive Departures, the Luce Flop & a $309K 296 GTB https://www.internpierre.com/news/ferrari-race-management-crisis-luce-flop-296-gtb-depreciation https://www.internpierre.com/news/ferrari-race-management-crisis-luce-flop-296-gtb-depreciation news Fri, 03 Jul 2026 13:58:09 GMT Ferrari's CMO Enrico Galliera hands the role to BMW's Massimiliano Di Silvestre as Head of Classiche Andrea Modena also departs, signs of a deepening management crisis at Maranello. Field notes from Al Tayer Motors in Dubai, a collector's brutal rejection of a Luce sales pitch,... Luxury (Dubai) Middle East Store Check Why Bain and the Bears Have the Gulf Wrong https://www.internpierre.com/news/dubai-middle-east-luxury-store-check-bain-gulf-wrong https://www.internpierre.com/news/dubai-middle-east-luxury-store-check-bain-gulf-wrong news Wed, 01 Jul 2026 08:03:38 GMT Bain's Spring 2026 update leans on Middle East stabilization to carry its luxury recovery case, yet estimates the Gulf consumer base shrank 15%–25% after the Iran conflict spilled into the UAE. Rather than trust phone calls and tax-refund data, I flew to Dubai in 40°C June heat,... LVMH ($MC.PA) Formula 1 Activations and Vienna Store Checks: Heatwave Foot Traffic, Pharrell's Menswear Problem & Too Many SKUs https://www.internpierre.com/news/lvmh-formula-1-activations-vienna-store-checks https://www.internpierre.com/news/lvmh-formula-1-activations-vienna-store-checks news Sun, 28 Jun 2026 16:29:49 GMT Observations on LVMH from inside the Paddock Club at the Austrian Grand Prix, plus luxury store checks across Louis Vuitton, TAG Heuer and Burberry in Vienna during a 40°C heatwave. Sephora's Beauty Pit Stop, Pharrell's loud menswear, the watches that still aren't moving, and... LVMH ($MC.PA) Cognac Slump: Why the Surfer-Dandy Show Can't Mask a Generational Crisis https://www.internpierre.com/news/lvmh-cognac-slump-pharrell-ss27-generational-crisis https://www.internpierre.com/news/lvmh-cognac-slump-pharrell-ss27-generational-crisis news Wed, 24 Jun 2026 18:26:19 GMT Pharrell's Louis Vuitton Spring/Summer 2027 show leaned hard into a surf theme, but nothing in the collection signals real change at LVMH. The bigger problem sits in wine and spirits: a former Rémy Cointreau veteran describes a cognac slump that is generational rather than... Inside a Ferrari Service Center: What the Workshop Floor Reveals About Demand https://www.internpierre.com/news/ferrari-service-center-workshop-channel-check https://www.internpierre.com/news/ferrari-service-center-workshop-channel-check news Tue, 23 Jun 2026 10:54:58 GMT A walk across the workshop floor of a Ferrari service center, where the mix of models in for service, cars on lifts, and aftercare throughput offers a ground-level read on owner behaviour, residual values, and the health of demand that quarterly deliveries alone don't capture. Augusta National Former Senior Director of Horticulture Joe Parr: Craft, the Standard & Finding Your Niche https://www.internpierre.com/interviews/joe-parr-augusta-national-horticulture-craft-standard-niche https://www.internpierre.com/interviews/joe-parr-augusta-national-horticulture-craft-standard-niche interviews Fri, 19 Jun 2026 09:32:49 GMT Joe Parr spent forty years maintaining landscapes the world only sees in finished form, culminating as Senior Director of Horticulture at Augusta National Golf Club, home of The Masters. Now based in Tampa and no longer with the club, he took a call to talk about craft, career,... Barcelona Channel Check What Six Luxury Stores Reveal About the Slowdown https://www.internpierre.com/news/barcelona-luxury-channel-check-store-visits-slowdown https://www.internpierre.com/news/barcelona-luxury-channel-check-store-visits-slowdown news Thu, 18 Jun 2026 19:46:52 GMT A ground-level walkthrough of six luxury stores in Barcelona reveals a quiet slowdown: empty floors, absent sales associates, current-season markdowns, and pulled-back tourist spending. Burberry still hasn't moved trench coats to the front, Cucinelli's blends feel different,... Liberty Media ($FWONK) Circular Revenue How the F1 Owner Started Paying Itself https://www.internpierre.com/news/liberty-media-fwonk-circular-revenue-f1-quint https://www.internpierre.com/news/liberty-media-fwonk-circular-revenue-f1-quint news Mon, 15 Jun 2026 13:50:34 GMT Several readers asked for my view on Liberty Media, the company that owns Formula 1. A cable-television vehicle has financial-engineered itself into a pure-play motorsport empire that now controls both F1 and MotoGP. The turnaround was real, but the easy levers have been pulled,... Ferrari ($RACE) 12Cilindri MM Manual Reveal https://www.internpierre.com/news/ferrari-race-12cilindri-mm-manual-reveal https://www.internpierre.com/news/ferrari-race-12cilindri-mm-manual-reveal news Mon, 15 Jun 2026 13:47:01 GMT Ferrari is set to unveil the 12Cilindri MM (manual) at Le Mans, a shift-by-wire gated manual built on Koenigsegg's transmission architecture and limited to roughly 500 examples, with one catch: buyers must also purchase a Luce, the model dealers are struggling to move. A primary... Patience, Discipline, Integrity: A Conversation with Francisco Garcia https://www.internpierre.com/interviews/francisco-garcia-maybourne-riviera-luxury-hospitality https://www.internpierre.com/interviews/francisco-garcia-maybourne-riviera-luxury-hospitality interviews Mon, 15 Jun 2026 13:44:16 GMT Continuing the interview series, this conversation stays close to home, in every sense. Francisco Garcia is the Managing Director of The Maybourne Riviera, the clifftop hotel perched on Cap Martin between Monaco and the Italian border, and a place my wife and I keep finding... Condition, Provenance, Patience - A Conversation with Pom Harrington https://www.internpierre.com/interviews/pom-harrington-peter-harrington-rare-books https://www.internpierre.com/interviews/pom-harrington-peter-harrington-rare-books interviews Mon, 15 Jun 2026 13:41:26 GMT Continuing the interview series, this conversation moves out of finance and into a corner of the luxury world I have always loved: rare books. Pom Harrington is the owner of Peter Harrington, the London rare book dealer his father started from a single shelf in a Chelsea... Brunello Cucinelli ($BC.MI) Outlet Channel Check: The Same Shoe, Full-Price Online & 40% Off at the Outlet https://www.internpierre.com/news/brunello-cucinelli-outlet-channel-check https://www.internpierre.com/news/brunello-cucinelli-outlet-channel-check news Mon, 15 Jun 2026 13:37:03 GMT A primary-research channel check on Brunello Cucinelli's scarcity narrative. The brand has overtaken the Zegna label on revenue and margin while guiding to a metronomic 10% growth year after year. To test whether that growth is genuinely full-price and demand-led, I visited a... Bernard Arnault, His Ruthless World https://www.internpierre.com/books/bernard-arnault-son-univers-impitoyable-audrey-millet https://www.internpierre.com/books/bernard-arnault-son-univers-impitoyable-audrey-millet books Thu, 11 Jun 2026 09:49:12 GMT An unprecedented investigation into the rise of Bernard Arnault, the richest Frenchman in the world and head of the LVMH empire. Millet traces his path from son of a construction entrepreneur in Roubaix to a conglomerate of more than 200,000 employees and 75 luxury houses... The First Wave: The D-Day Warriors Who Led the Way to Victory in World War II https://www.internpierre.com/books/the-first-wave-alex-kershaw https://www.internpierre.com/books/the-first-wave-alex-kershaw books Thu, 04 Jun 2026 19:48:13 GMT Alex Kershaw's account of D-Day follows the soldiers, paratroopers, and commandos who were first into the fight on June 6, 1944, from the men who jumped into the dark over Normandy to those who stormed the beaches under fire. Drawing on first-person testimony, it traces a... The Intern Pierre Beach Club Power Rankings: Summer 2026 Edition https://www.internpierre.com/travel/the-intern-pierre-beach-club-power-rankings-summer-2026-edition https://www.internpierre.com/travel/the-intern-pierre-beach-club-power-rankings-summer-2026-edition travel Wed, 27 May 2026 17:05:02 GMT A ranked guide to the top 5 Mediterranean luxury beach clubs for summer 2026, from La Môme Riviera to Kiki's in Mykonos, with what to order at each. Ferrari ($RACE) Luce Launch: The €560,000 Mistake Maranello Can't Walk Back https://www.internpierre.com/news/ferrari-race-luce-launch-560000-mistake-maranello https://www.internpierre.com/news/ferrari-race-luce-launch-560000-mistake-maranello news Tue, 26 May 2026 17:33:17 GMT Ferrari officially unveiled the Luce Elettrica in Rome on May 25, 2026. Its first fully electric vehicle, priced at €560,000, designed by Jony Ive's LoveFrom studio, and built at a €200M facility in Maranello. Within hours, the internet labeled it a "pool vacuum," compared it to... Brunello Cucinelli ($BC.MI) Accounting & Inventory Investigation: When Humanistic Capitalism Meets PwC Italy https://www.internpierre.com/news/brunello-cucinelli-bc-mi-accounting-inventory-investigation https://www.internpierre.com/news/brunello-cucinelli-bc-mi-accounting-inventory-investigation news Tue, 26 May 2026 07:20:12 GMT Primary research investigation into Brunello Cucinelli ($BC.MI) reveals 18,029 pieces listed as "new with tags" across major resale platforms, a 12.4x disparity versus LVMH-owned Loro Piana on The RealReal, a contracted disposal channel, and an Italy-controlled inventory ledger... Tiffany ($MC.PA) in Moscow: A Former Employee Confirms What Everyone Suspected https://www.internpierre.com/news/tiffany-mc-moscow-former-employee-russia-china-laopu https://www.internpierre.com/news/tiffany-mc-moscow-former-employee-russia-china-laopu news Fri, 22 May 2026 12:56:11 GMT A former Tiffany & Co. Professional confirms on a primary research call that senior client-facing staff, grands vendeurs, have continued traveling into Russia throughout the Ukraine conflict to maintain top-tier client relationships. Combined with Laopu Gold's structural advance... Burberry Group - Inside the Turnaround: A Primary Research Call With a Former Burberry Insider https://www.internpierre.com/news/burberry-primary-research-call-former-insider-costco https://www.internpierre.com/news/burberry-primary-research-call-former-insider-costco news Tue, 19 May 2026 13:56:51 GMT An hour-long primary research call with a former Burberry senior staffer reveals the gap between the corporate turnaround narrative and reality on the floor. The source confidently articulates heritage refocus, pricing-by-authority, and cultural-relevance marketing as evidence... Bombardier ($BBD.B) Long: Business Jet Cycle, CDPQ Conviction & Why Private Aviation Is the Real Luxury Trade https://www.internpierre.com/news/bombardier-bbd-b-long-business-jet-cycle-private-aviation-thesis https://www.internpierre.com/news/bombardier-bbd-b-long-business-jet-cycle-private-aviation-thesis news Mon, 18 May 2026 16:12:08 GMT While the world fought over a €400 plastic pocket watch from the Audemars Piguet x Swatch Royal Pop collab, the real luxury trade was sitting in plain sight: private aviation. Intern Pierre initiates a long position in Bombardier ($BBD.B), the world's #2 business jet... Brunello Cucinelli, Kering and Bentley Naples Channel Check: When Luxury Brands Hire The Gstaad Guy, The Top Is In https://www.internpierre.com/news/brunello-cucinelli-kering-bentley-naples-channel-check-gstaad-guy-top-is-in https://www.internpierre.com/news/brunello-cucinelli-kering-bentley-naples-channel-check-gstaad-guy-top-is-in news Fri, 15 May 2026 09:24:41 GMT Naples, Florida channel check covering Brunello Cucinelli, Gucci, Louis Vuitton, Hermès, and Ferragamo, framed by Bentley's marketing collaboration with the Gstaad Guy and the broader collapse of authenticity in the luxury category. Cucinelli's Naples location is three times the... Data Informs, Story Persuades: A Conversation with Turney Duff, Author of "The Buy Side" https://www.internpierre.com/interviews/turney-duff-interview-buy-side-wall-street-career-advice https://www.internpierre.com/interviews/turney-duff-interview-buy-side-wall-street-career-advice interviews Sun, 10 May 2026 09:45:08 GMT Turney Duff's path to Wall Street was anything but traditional. He arrived in New York City in 1994 with a journalism degree from Ohio University, an LL Bean wardrobe, and a U-Haul painted with a giant Maine lobster. After striking out with magazines and PR firms, a phone call... Ferrari (RACE) Q1FY2026, LVMH(RACE) Q1 FY2026, LVMH ( RACE) Q1FY2026, LVMH (MC) Brand Disposals & Goyard's Pivot to Loud Luxury https://www.internpierre.com/news/ferrari-q1-2026-lvmh-disposals-goyard-loud-luxury https://www.internpierre.com/news/ferrari-q1-2026-lvmh-disposals-goyard-loud-luxury news Sun, 10 May 2026 09:42:07 GMT Ferrari's Q1 FY2026 looked like a beat until CFO Antonio Picca Piccon flattened the H2 step-up that anchored the bull case on operating leverage, guidance held, but the cadence shifted and the stock closed -4%. LVMH, the conglomerate that defined luxury consolidation, is now... It's Just a $60,000 Deposit Intern Pierre https://www.internpierre.com/news/ferrari-of-naples-channel-check-296-gtb-sf90-depreciation https://www.internpierre.com/news/ferrari-of-naples-channel-check-296-gtb-sf90-depreciation news Sat, 02 May 2026 01:45:17 GMT A channel check at Ferrari of Naples, the marque's largest US dealership, with 87 used Ferraris on the lot, an average client age over 70, and a sales associate who let slip what a new 12Cilindri allocation actually costs. What's happening on the floor is a real-time read on... Once Upon A Farm ($OFRM) Naples Store Checks: Missing Expiration Dates, Empty Shelves & a Walmart Problem https://www.internpierre.com/news/once-upon-a-farm-ofrm-naples-store-checks-expiration-dates-walmart https://www.internpierre.com/news/once-upon-a-farm-ofrm-naples-store-checks-expiration-dates-walmart news Fri, 01 May 2026 15:33:00 GMT OFRM is -37.3% since the February 23rd short call. A Naples, Florida channel check across Walmart, Whole Foods, Publix, Sprouts, and CVS surfaced pouches missing expiration dates entirely (FDA Report ID 505176-I filed), empty shelves, discounted near-expiry inventory at Sprouts,... LVMH ($MC.PA) 2026 AGM Recap: Alexandre Arnault's Africa Pitch & the Currency Excuse https://www.internpierre.com/news/lvmh-2026-agm-alexandre-arnault-africa-hennessy-currency-excuse https://www.internpierre.com/news/lvmh-2026-agm-alexandre-arnault-africa-hennessy-currency-excuse news Fri, 01 May 2026 15:20:52 GMT LVMH's 2026 AGM at the Carrousel du Louvre saw revenue fall 5% to €80.8bn and profit drop 9%, with Bernard Arnault deflecting succession questions while Alexandre Arnault pitched Africa as Moët Hennessy's next growth engine. Why the FX excuse doesn't hold, why Africa can't... Ferrari ($RACE) Russia Sanctions Evasion: Poland's $5.5M Case & the Cottage Industry Smuggling Supercars https://www.internpierre.com/news/ferrari-russia-sanctions-evasion-poland-smuggling https://www.internpierre.com/news/ferrari-russia-sanctions-evasion-poland-smuggling news Thu, 23 Apr 2026 14:28:00 GMT Poland has fined a Kraków-based company 20M PLN (~$5.5M) for running more than 100 luxury vehicles into Russia in violation of EU sanctions between 2022 and 2023. Cars purchased from Western European dealers, papered for alternative destinations, and routed through Lithuania and... LVMH ($MC) Marketing Missteps — America's Cup, AI Ads & the Gulf Watch Collapse(Full published title — keyword-dense with "LVMH," "America's Cup," and "Gulf Watch Collapse." Three distinct news-hook searches rolled into one line.) https://www.internpierre.com/news/lvmh-marketing-missteps-americas-cup-gulf-watch-collapse https://www.internpierre.com/news/lvmh-marketing-missteps-americas-cup-gulf-watch-collapse news Thu, 23 Apr 2026 14:22:45 GMT Swiss watch exports fell 1% in March, with Saudi Arabia down 16.8% and Qatar down 24.7%, and Vontobel's Manuel Lang notes luxury sell-out in the Middle East is running closer to -50%. The Gulf, which carried watchmakers through 2025 at 2.21B CHF, is quietly imploding. Article... LVMH ($MC) Passeig de Gràcia Site Visits - Tapas or TAG Heuer: Where Barcelona's 26 Million Tourists Are Actually Spending https://www.internpierre.com/news/lvmh-passeig-de-gracia-barcelona-site-visits https://www.internpierre.com/news/lvmh-passeig-de-gracia-barcelona-site-visits news Thu, 23 Apr 2026 14:19:20 GMT Barcelona closed 2025 with 26.1 million visitors and €14 billion in tourist spending. Most of which, on Passeig de Gràcia, is flowing through a handful of luxury storefronts. Article #242 is a day of site visits across Loewe, TAG Heuer, Louis Vuitton, Brunello Cucinelli, and... Contracted ARR, ASC 606 & the Enterprise AI Reconciliation: Why This Cycle's Valuations Will Not Survive the Cash https://www.internpierre.com/news/contracted-arr-asc-606-enterprise-ai-reconciliation https://www.internpierre.com/news/contracted-arr-asc-606-enterprise-ai-reconciliation news Thu, 23 Apr 2026 14:12:20 GMT Every cycle has its signature accounting indignity. In the 1990s it was pro-forma earnings. In the mid-2010s it was community-adjusted EBITDA. In 2026, it is contracted ARR. Three-year ramped deals reported at their terminal value, with twelve-month opt-outs that make the... Kering ($KER) Capital Markets Day & "House of Wonders": Buying Cultural Relevance Gucci Can't Rebuild https://www.internpierre.com/news/kering-capital-markets-day-house-of-wonders-icicle-china https://www.internpierre.com/news/kering-capital-markets-day-house-of-wonders-icicle-china news Fri, 17 Apr 2026 10:53:55 GMT At a Capital Markets Day meant to validate Luca de Meo's "ReconKering" turnaround, the most revealing announcement had nothing to do with Gucci. Kering's minority stake in Icicle, parent ICCF, under a new "House of Wonders" vehicle is a tacit admission the old luxury playbook no... Ferrari ($RACE) London Flagship Store Visit: Inside the Bond Street "Brand Temple" and What It Reveals About Strategy https://www.internpierre.com/news/ferrari-race-london-bond-street-store-visit https://www.internpierre.com/news/ferrari-race-london-bond-street-store-visit news Thu, 16 Apr 2026 10:13:51 GMT Ferrari ($RACE) is at 52-week lows with soft demand, a struggling F1 team, and a new lifestyle retail push on Bond Street. I flew to London to visit the 9,150 sq ft flagship in the old De Beers space and found an empty store, €700 moccasins stored without shoe trees, and a brand... LVMH ($MC.PA) Q1 2026 Earnings Miss Every Division Declined on a Reported Basis https://www.internpierre.com/news/lvmh-q1-2026-earnings-miss-every-division-declined https://www.internpierre.com/news/lvmh-q1-2026-earnings-miss-every-division-declined news Wed, 15 Apr 2026 10:50:32 GMT LVMH reported Q1 2026 revenue of €19.12 billion, missing consensus by €370 million. Every division declined on a reported basis. Fashion & Leather Goods down 9%, Perfumes & Cosmetics down 6%, Selective Retailing down 3%. Middle East demand collapsed 30-70% in March, but strip... Ferrari Luce ($RACE): What the Exterior Looks Like and Why It's Going to Be a Disaster https://www.internpierre.com/news/ferrari-luce-race-exterior-design-ev-bear-case https://www.internpierre.com/news/ferrari-luce-race-exterior-design-ev-bear-case news Sun, 12 Apr 2026 14:03:49 GMT A primary research deep dive into Ferrari's first electric vehicle, the $535K+ Luce. Based on expert interviews with former dealership executives, dealer channel checks, spy shot analysis, and collector surveys, this article breaks down what the exterior looks like ahead of the... Ferrari Dealership Insider Interview: Clients Refusing Delivery, F80 Flipped, Hybrid Depreciation Accelerating https://www.internpierre.com/interviews/ferrari-dealership-insider-interview-allocation-f80-hybrid-depreciation https://www.internpierre.com/interviews/ferrari-dealership-insider-interview-allocation-f80-hybrid-depreciation interviews Thu, 09 Apr 2026 10:44:05 GMT A former sales executive from one of the largest Ferrari dealerships in the United States discusses how Ferrari's allocation system actually works, why brand-new Ferraris are sitting unsold on dealer floors for the first time, the accelerating depreciation of hybrid models like... LVMH Q1 2026 Earnings Preview: Every Growth Lever Is Broken https://www.internpierre.com/news/lvmh-q1-2026-earnings-preview https://www.internpierre.com/news/lvmh-q1-2026-earnings-preview news Mon, 06 Apr 2026 13:11:02 GMT LVMH reports Q1 2026 revenue on Friday after its worst first-quarter stock performance in history. The Middle East growth story is dead, US tariffs are escalating, China remains fragile, and Italian regulators just raided Sephora. A breakdown of why consensus estimates are still... RH ($RH) Earnings Miss & Short Thesis Update: Q4 2026 Results, Guidance Cut & Why the Bull Case Is Broken https://www.internpierre.com/news/rh-earnings-miss-short-thesis-q4-2026-guidance-cut-bull-case-broken https://www.internpierre.com/news/rh-earnings-miss-short-thesis-q4-2026-guidance-cut-bull-case-broken news Wed, 01 Apr 2026 17:32:26 GMT RH missed Q4 on both lines, adjusted EPS of $1.53 vs. Street's $2.22, revenue $30M short of consensus. Management blames tariffs and weather, but the real story is record capex into a frozen housing market, a guidance cut, key executive departures, and 2030 targets that require... LVMH Regulatory and Legal Risk: €90 Billion Gone, Italian Police at the Door, and Sell-Side Analysts Asleep at the Wheel https://www.internpierre.com/news/lvmh-sephora-italy-investigation-regulatory-risk-2026 https://www.internpierre.com/news/lvmh-sephora-italy-investigation-regulatory-risk-2026 news Tue, 31 Mar 2026 10:33:47 GMT Italian police raided Sephora's headquarters over allegations of marketing anti-aging skincare to children under 10. It's the third LVMH brand investigated by Italian authorities in two years, following Dior's sweatshop settlement and Loro Piana's judicial administration.... Donut Lab A Hole in the Story Article #231: All Glaze No Substance - Solid-State Battery Claims, VTT Test Data & Why the Numbers Don't Add Up - A Special Situation Investigation https://www.internpierre.com/news/donut-lab-all-glaze-no-substance-solid-state-battery-investigation https://www.internpierre.com/news/donut-lab-all-glaze-no-substance-solid-state-battery-investigation news Mon, 30 Mar 2026 10:29:12 GMT Finnish startup Donut Lab claims to have built the world's first production-ready solid-state battery with 400 Wh/kg energy density and 100,000-cycle life. After reading the VTT test reports, examining the corporate structure, and speaking with a former employee, the numbers... JFrog: Lipstick on a Frog - Fortune 100 Logos, Procurement-Level Relationships & ARR That Might Be Inflation https://www.internpierre.com/news/internpierre-231-jfrog-frog-fortune100-logos-procurement-arr-inflation https://www.internpierre.com/news/internpierre-231-jfrog-frog-fortune100-logos-procurement-arr-inflation news Fri, 27 Mar 2026 14:45:35 GMT JFrog claims to serve 80% of the Fortune 100, but a primary research investigation, including customer verification calls and an interview with a former JFrog sales executive, suggests these enterprise logos mask shallow, procurement-level relationships confined to single... Once Upon A Farm OFRM Lockup Expiration - Are Insiders About to Dump on Retail https://www.internpierre.com/news/once-upon-a-farm-ofrm-lockup-expiration-insider-selling-short-thesis https://www.internpierre.com/news/once-upon-a-farm-ofrm-lockup-expiration-insider-selling-short-thesis news Thu, 26 Mar 2026 12:45:44 GMT Once Upon A Farm is down 34.5% since I recommended it as a short, and the 180-day lockup doesn't expire until August 4th. Insiders hold roughly half the outstanding shares. The company lost $17.2 million in 2025 while the CEO and CFO took home $5.5 million in compensation.... Luxury's Middle East Crisis Deepens Ferrari Pauses Deliveries, Dubai Tourism Collapses & Once Upon A Farm Update https://www.internpierre.com/news/ferrari-pauses-middle-east-deliveries-luxury-stocks-lvmh-hermes-dubai-tourism-collapse https://www.internpierre.com/news/ferrari-pauses-middle-east-deliveries-luxury-stocks-lvmh-hermes-dubai-tourism-collapse news Fri, 20 Mar 2026 13:58:33 GMT Ferrari has officially paused deliveries to the Middle East, the same region the company told investors would absorb increased capacity to offset slowdowns in Europe and China. Dubai, the most important hub for global luxury spending, is seeing tourist traffic collapse as the... Swiss Watch Industry: LVMH's Leadership Shake-Up, Rolex's $20B Dominance & the Independent Watchmaking Boom https://www.internpierre.com/interviews/swiss-watch-industry-lvmh-rolex-independent-watchmakers https://www.internpierre.com/interviews/swiss-watch-industry-lvmh-rolex-independent-watchmakers interviews Thu, 19 Mar 2026 10:50:46 GMT I had a great conversation with a watch industry professional with 7+ years of experience spanning media, editorial, and the commercial side of the secondary market. The conversation covered LVMH’s watch division leadership changes, TAG Heuer’s impossible brand positioning... Hublot - Inside the Brand That Wants to Be Taken Seriously https://www.internpierre.com/interviews/hublot-former-brand-ceo-interview-lvmh-watches-pricing-distribution https://www.internpierre.com/interviews/hublot-former-brand-ceo-interview-lvmh-watches-pricing-distribution interviews Mon, 16 Mar 2026 16:19:18 GMT Hublot: Inside the BrandA former Brand CEO of Hublot North America & Caribbean who left LVMH in July 2025 breaks down pricing strategy, cruise ship retail, the resale problem, and why the next chapter hinges on cracking the American consumer. This primary research interview... The F80 Problem - Ferrari's €3.6M Hypercar Is Already Being Flipped https://www.internpierre.com/news/ferrari-f80-problem-hypercar-already-being-flipped https://www.internpierre.com/news/ferrari-f80-problem-hypercar-already-being-flipped news Sat, 14 Mar 2026 15:39:42 GMT Ferrari's $3.9M F80 has an anti-flip clause banning resales for up to 18 months. Owners are already selling before taking delivery. I contacted a dealer listing an F80, the original owner just doesn't want it. Clients in Saudi Arabia are passing on allocations entirely. The... Inside Brunello Cucinelli’s Retail Machine https://www.internpierre.com/interviews/brunello-cucinelli-insider-interview-markdowns-outlets-quiet-luxury https://www.internpierre.com/interviews/brunello-cucinelli-insider-interview-markdowns-outlets-quiet-luxury interviews Fri, 13 Mar 2026 11:31:50 GMT I sat down with a former Brunello Cucinelli retail executive with over 20 years of luxury industry experience across Prada, Celine, Tiffany, and Cucinelli to understand how the quiet luxury business actually operates from the inside. This is the type of primary research that... What Rolex is To China's Wealthy & Why LVMH Should Be Worried https://www.internpierre.com/interviews/Slug%3A%20rolex-china-wealthy-lvmh-worried-primary-research https://www.internpierre.com/interviews/Slug%3A%20rolex-china-wealthy-lvmh-worried-primary-research interviews Wed, 11 Mar 2026 20:12:03 GMT We recently sat down with a luxury industry consultant with direct experience in China's watch market, someone who worked at Rolex and advises on Chinese macro and geopolitical issues across the consumer and luxury sectors. The picture they paint is sobering for anyone modeling... Goldman Built a Ferrari "Tracker" That Only Tracks What Ferrari Wants You to See https://www.internpierre.com/news/goldman-ferrari-residual-value-tracker-race https://www.internpierre.com/news/goldman-ferrari-residual-value-tracker-race news Tue, 10 Mar 2026 11:55:05 GMT Goldman Sachs launched its Ferrari Residual Value Index, a proprietary tracker monitoring used Ferrari listing prices across five markets to support their Buy rating on RACE stock. The index has declined roughly 12% year over year as of February 2026, though Goldman argues that... The Watch LVMH Doesn't Want You to Look At https://www.internpierre.com/interviews/The%20Watch%20LVMH%20Doesn't%20Want%20You%20to%20Look%20At https://www.internpierre.com/interviews/The%20Watch%20LVMH%20Doesn't%20Want%20You%20to%20Look%20At interviews Thu, 05 Mar 2026 13:50:47 GMT A former LVMH executive tells us what went wrong inside Tag Heuer, and why Bernard Arnault may be ready to let it go. There's a rumor circulating in Swiss watchmaking circles that LVMH wants to sell Tag Heuer. We sat down with a former senior LVMH watch executive, someone who... If They Don't Have a Strategy Now, They Probably Don't Have One at All https://www.internpierre.com/interviews/If%20They%20Don't%20Have%20a%20Strategy%20Now%2C%20They%20Probably%20Don't%20Have%20One%20at%20All https://www.internpierre.com/interviews/If%20They%20Don't%20Have%20a%20Strategy%20Now%2C%20They%20Probably%20Don't%20Have%20One%20at%20All interviews Tue, 03 Mar 2026 08:04:32 GMT Luxury's Middle East Growth Story Just Met Iranian Missiles https://www.internpierre.com/news/luxury-s-middle-east-growth-story-just-met-iranian-missiles https://www.internpierre.com/news/luxury-s-middle-east-growth-story-just-met-iranian-missiles news Mon, 02 Mar 2026 19:49:32 GMT Ferrari, LVMH, and Kering all pointed to the Middle East as a luxury growth engine on their most recent earnings calls, confirming hypercar deliveries to Dubai, flagging "significant growth" in the Gulf, and opening new boutiques across Abu Dhabi. Eighteen days later, Iranian... Page 401: The Russian Asset LVMH Buried in Its Universal Registration Document https://www.internpierre.com/news/page-401-the-russian-asset-lvmh-buried-in-its-universal-registration-document https://www.internpierre.com/news/page-401-the-russian-asset-lvmh-buried-in-its-universal-registration-document news Sun, 01 Mar 2026 11:51:44 GMT LVMH said it left Russia in 2022. It didn't, and the five-star hotel it kept open on Nevsky Prospekt is now serving sanctioned arms manufacturers, state banks, and the Kremlin itself. The AI Lie What Companies Don’t Want You to Notice https://www.internpierre.com/news/the-ai-lie-what-companies-don-t-want-you-to-notice https://www.internpierre.com/news/the-ai-lie-what-companies-don-t-want-you-to-notice news Fri, 27 Feb 2026 16:35:19 GMT AI isn’t replacing your job. It’s replacing accountability. The AI Lie – What Companies Don’t Want You to Notice 108,000+ layoffs in January. Stocks jumping after mass headcount cuts. BNPL delinquencies rising. “AI-powered” companies quietly using humans behind the curtain. From... Six Figure Americans Are Broke & And the Data Proves It (Survey) https://www.internpierre.com/news/six-figure-americans-are-broke-and-the-data-proves-it-survey https://www.internpierre.com/news/six-figure-americans-are-broke-and-the-data-proves-it-survey news Thu, 26 Feb 2026 12:03:09 GMT Six figures used to mean financial security. The data says otherwise. A new survey of US households earning over $100,000 shows rising pressure from rent, food costs, debt, and job uncertainty, despite steady employment and wage increases. As affordability tightens,... Gucci’s AI Experiment Is What Happens When Luxury Forgets It’s Luxury https://www.internpierre.com/news/gucci-s-ai-experiment-is-what-happens-when-luxury-forgets-it-s-luxury https://www.internpierre.com/news/gucci-s-ai-experiment-is-what-happens-when-luxury-forgets-it-s-luxury news Tue, 24 Feb 2026 12:38:13 GMT Luxury isn’t scalable through prompts. Gucci’s recent use of AI-generated content shows what happens when efficiency starts replacing taste, craft, and human judgment. As consultants and platforms push brands toward automation, the real risk isn’t technology, it’s eroding the... Jennifer Garner, $75 Juice Boxes & A Consumer That’s Tapped Out https://www.internpierre.com/news/jennifer-garner-75-juice-boxes-a-consumer-that-s-tapped-out https://www.internpierre.com/news/jennifer-garner-75-juice-boxes-a-consumer-that-s-tapped-out news Mon, 23 Feb 2026 16:09:15 GMT Would you pay $3.49 for a single organic baby food pouch, or $75 a month for juice boxes, in an economy where over half of Americans live paycheck to paycheck? Once Upon a Farm just went public, riding the clean-label, organic food narrative and celebrity backing from Jennifer... Cognac’s Reckoning in the US - A Big Box Liquor Executive on Pricing, Private Label, & the Moët Hennessy Problem (Transcript) https://www.internpierre.com/news/cognac-s-reckoning-in-the-us-a-big-box-liquor-executive-on-pricing-private-label-the-moe-t-hennessy-problem-transcript https://www.internpierre.com/news/cognac-s-reckoning-in-the-us-a-big-box-liquor-executive-on-pricing-private-label-the-moe-t-hennessy-problem-transcript news Sat, 21 Feb 2026 09:32:39 GMT Cognac is hitting a wall in the US. After years of aggressive price hikes, the category is running into reality: falling unit volumes, heavy discounting, rising theft, and rapid consumer trade-down to private label and tequila. Pernod Ricard’s latest results only reinforce... Ferrari’s Middle East Mirage - Hybrids, Gray Dealers & Quiet Allocation Declines (Transcript) https://www.internpierre.com/news/ferrari-s-middle-east-mirage-hybrids-gray-dealers-quiet-allocation-declines-transcript https://www.internpierre.com/news/ferrari-s-middle-east-mirage-hybrids-gray-dealers-quiet-allocation-declines-transcript news Mon, 16 Feb 2026 18:30:48 GMT Ferrari’s management insists the Middle East can absorb more volume without diluting the brand. On paper, it sounds reassuring. On the ground, the reality looks far messier. In this interview, I speak with a current Ferrari dealer who works directly with high-net-worth... What Dealer Conversations Suggest About Ferrari’s EV Strategy & The F80 https://www.internpierre.com/news/what-dealer-conversations-suggest-about-ferrari-s-ev-strategy-the-f80 https://www.internpierre.com/news/what-dealer-conversations-suggest-about-ferrari-s-ev-strategy-the-f80 news Thu, 12 Feb 2026 18:24:07 GMT What dealer conversations suggest about Ferrari’s EV strategy After Ferrari’s earnings call, I spoke directly with certified dealers across multiple regions to understand what clients are actually saying about EVs, hybrids, depreciation, and allocations. The feedback diverges... Trading Up: Why Consumers Want New Luxury Goods--and How Companies Create Them https://www.internpierre.com/books/trading-up-why-consumers-want-new-luxury-goods-and-how-companies-create-them https://www.internpierre.com/books/trading-up-why-consumers-want-new-luxury-goods-and-how-companies-create-them books Thu, 12 Feb 2026 08:53:31 GMT Trading up isn't just for the wealthy anymore. These days no one is shocked when an administrative assistant buys silk pajamas at Victoria's Secret. Or a young professional buys only Kendall-Jackson premium wines. Or a construction worker splurges on a $3,000 set of Callaway... LVMH Marketing Failure https://www.internpierre.com/news/lvmh-marketing-failure https://www.internpierre.com/news/lvmh-marketing-failure news Mon, 09 Feb 2026 15:26:35 GMT LVMH’s Marketing Failure Before the Australian GP & Ferrari’s Fashion Delusion Formula 1 is supposed to be the ultimate global branding machine. Instead, ahead of the Australian Grand Prix, LVMH is paying €1bn for an F1 partnership that’s actively promoting a competitor to... Ferrari, Sanctions & the Georgia Loophole - Plus What London Store Visits Reveal About Luxury’s Reality https://www.internpierre.com/news/209%3A%20Ferrari%2C%20Sanctions%20%26%20the%20Georgia%20Loophole%20-%20Plus%20What%20London%20Store%20Visits%20Reveal%20About%20Luxury%E2%80%99s%20Reality https://www.internpierre.com/news/209%3A%20Ferrari%2C%20Sanctions%20%26%20the%20Georgia%20Loophole%20-%20Plus%20What%20London%20Store%20Visits%20Reveal%20About%20Luxury%E2%80%99s%20Reality news Sat, 07 Feb 2026 16:32:21 GMT In this deep-dive, I trace how Ferraris continue to surface in Russia, why Georgia has quietly become a critical transit point, and what that means for sanctions compliance. I also share on-the-ground store visits across London, Tiffany, Dior, Louis Vuitton, Burberry, Chanel,... Luxury Under Stress - What Milan Store Visits Revealed https://www.internpierre.com/news/luxury-under-stress-what-milan-store-visits-revealed https://www.internpierre.com/news/luxury-under-stress-what-milan-store-visits-revealed news Sun, 01 Feb 2026 14:43:34 GMT Luxury Under Stress - What Milan Store Visits Revealed I spent time doing store checks across Milan, Dior, Louis Vuitton, Tiffany & Co., Dolce & Gabbana Casa, TAG Heuer, Brunello Cucinelli, Cartier, Goyard, and the gap between luxury narratives and store reality has never been... Place Vendôme Reality Check - What “Luxury” Looks Like When LVMH Is Down 9% on Earnings https://www.internpierre.com/news/place-vendo-me-reality-check-what-luxury-looks-like-when-lvmh-is-down-9-on-earnings https://www.internpierre.com/news/place-vendo-me-reality-check-what-luxury-looks-like-when-lvmh-is-down-9-on-earnings news Wed, 28 Jan 2026 15:09:32 GMT While headlines screamed “LVMH shares plummet”, I spent time at Maison Corthay on Place Vendôme, a reminder of what real luxury actually looks like in 2026. No logos. No shortcuts. 70+ hours of handwork. €8,000+ bespoke shoes that aren’t meant to scale, aren’t meant for... LVMH Earnings Eve Alexandre Arnault Has Time to DM - But Not Time to Fix Moët Hennessy & The Questions the Sell Side Won't Ask https://www.internpierre.com/news/lvmh-earnings-eve-alexandre-arnault-has-time-to-dm-but-not-time-to-fix-moe-t-hennessy-the-questions-the-sell-side-won-t-ask https://www.internpierre.com/news/lvmh-earnings-eve-alexandre-arnault-has-time-to-dm-but-not-time-to-fix-moe-t-hennessy-the-questions-the-sell-side-won-t-ask news Mon, 26 Jan 2026 19:50:27 GMT LVMH earnings are tomorrow... So I did what the sell-side won’t: I wrote the questions LVMH management needs to address across Moët & Hennessy, watches & jewelry, leather goods, and the bigger issue everyone tiptoes around: succession risk. Inside the article: 🥂 Why Moët’s... 88% of People Want Authenticity - And Yet We Keep Rewarding Fake Hype https://www.internpierre.com/news/88-of-people-want-authenticity-and-yet-we-keep-rewarding-fake-hype https://www.internpierre.com/news/88-of-people-want-authenticity-and-yet-we-keep-rewarding-fake-hype news Sat, 24 Jan 2026 11:12:21 GMT TripAdvisor’s 2025 “best food cities” list reads like engagement bait, not a guide for anyone who actually eats well: inflated rankings, review manipulation, bots, influencer campaigns, and PR budgets doing the heavy lifting. And it’s not just TripAdvisor, the same dynamic shows... From DROPHAUS to Dogshit - Tiffany’s €50k Timer, LVMH’s Rot, Ferrari’s V6 Letdown & Ukraine’s Luxury Circus https://www.internpierre.com/news/from-drophaus-to-dogshit-tiffany-s-50k-timer-lvmh-s-rot-ferrari-s-v6-letdown-ukraine-s-luxury-circus https://www.internpierre.com/news/from-drophaus-to-dogshit-tiffany-s-50k-timer-lvmh-s-rot-ferrari-s-v6-letdown-ukraine-s-luxury-circus news Wed, 21 Jan 2026 18:01:49 GMT The Death of Expertise: The Campaign against Established Knowledge and Why it Matters https://www.internpierre.com/books/The%20Death%20of%20Expertise https://www.internpierre.com/books/The%20Death%20of%20Expertise books Mon, 19 Jan 2026 16:09:54 GMT Fully updated chapters continue to address how technology and increasing levels of education have exposed people to more information than ever before. These societal gains, however, have also helped fuel a surge in narcissistic and misguided intellectual egalitarianism that has... The Broccoli Haircut to Boiler Room Pipeline - Inside Globe Life’s “Wolf of Wall Street” Insurance Machine https://www.internpierre.com/news/the-broccoli-haircut-to-boiler-room-pipeline-inside-globe-life-s-wolf-of-wall-street-insurance-machine https://www.internpierre.com/news/the-broccoli-haircut-to-boiler-room-pipeline-inside-globe-life-s-wolf-of-wall-street-insurance-machine news Mon, 19 Jan 2026 14:12:27 GMT Globe Life ($GL) is back near highs… but American Income Life (AIL) is still raising eyebrows. A TikTok “day in the life” flex sent me digging back into the 2024 short reports, where AIL sits at the center of allegations around fraud risk, aggressive recruiting, and a ‘Wolf of... Ferrari Elettrica UBS Says Demand Is Weak… So Charge $500k Anyway https://www.internpierre.com/news/ferrari-elettrica-ubs-says-demand-is-weak-so-charge-500k-anyway https://www.internpierre.com/news/ferrari-elettrica-ubs-says-demand-is-weak-so-charge-500k-anyway news Thu, 15 Jan 2026 15:57:03 GMT Premium EV demand is cooling fast, and the data is getting ugly. BMW’s i8 proved you can’t sell “supercar energy” with hybrid compromises forever. Porsche’s Taycan surged, then rolled over. Mercedes’ EQS faded as depreciation and value perception hit. Audi’s original e-tron got... Inside Abu Dhabi & Dubai: Where I Stay, Eat, & Spend My Time https://www.internpierre.com/travel/201-inside-abu-dhabi-dubai-where-i-stay-eat-spend-my-time https://www.internpierre.com/travel/201-inside-abu-dhabi-dubai-where-i-stay-eat-spend-my-time travel Mon, 12 Jan 2026 02:20:22 GMT Behind the Gloss Executive Turnover HR Red Flags What LVMH Doesn't Address https://www.internpierre.com/news/behind-the-gloss-executive-turnover-hr-red-flags-what-lvmh-doesn-t-address https://www.internpierre.com/news/behind-the-gloss-executive-turnover-hr-red-flags-what-lvmh-doesn-t-address news Fri, 09 Jan 2026 17:45:50 GMT Inside Burberry - Product Focus, Outlet Reality & the Long Road Back to Exclusivity https://www.internpierre.com/interviews/199%3A%20Inside%20Burberry%20-%20Product%20Focus%2C%20Outlet%20Reality%20%26%20the%20Long%20Road%20Back%20to%20Exclusivity https://www.internpierre.com/interviews/199%3A%20Inside%20Burberry%20-%20Product%20Focus%2C%20Outlet%20Reality%20%26%20the%20Long%20Road%20Back%20to%20Exclusivity interviews Wed, 07 Jan 2026 16:38:09 GMT The Collector’s Market Exposed - Transcript of a Discussion on Ferrari & Aston Martin https://www.internpierre.com/interviews/The%20Collector%E2%80%99s%20Market%20Exposed%20-%20Transcript%20of%20a%20Discussion%20on%20Ferrari%20%26%20Aston%20Martin https://www.internpierre.com/interviews/The%20Collector%E2%80%99s%20Market%20Exposed%20-%20Transcript%20of%20a%20Discussion%20on%20Ferrari%20%26%20Aston%20Martin interviews Wed, 07 Jan 2026 16:37:43 GMT Luxury Discounting Surges as Pricing Power Breaks - Dior’s Reset, LVMH Margin Pressure, Bain’s Blind Spots & Ferrari in Paris https://www.internpierre.com/news/Luxury%20Discounting%20Surges%20as%20Pricing%20Power%20Breaks%20-%20Dior%E2%80%99s%20Reset%2C%20LVMH%20Margin%20Pressure%2C%20Bain%E2%80%99s%20Blind%20Spots%20%26%20Ferrari%20in%20Paris https://www.internpierre.com/news/Luxury%20Discounting%20Surges%20as%20Pricing%20Power%20Breaks%20-%20Dior%E2%80%99s%20Reset%2C%20LVMH%20Margin%20Pressure%2C%20Bain%E2%80%99s%20Blind%20Spots%20%26%20Ferrari%20in%20Paris news Sun, 04 Jan 2026 13:32:38 GMT Luxury’s pricing power is cracking, with 35–40% of goods now sold at discounts and margins under pressure after years of price hikes. While Bain frames the slowdown as cyclical, signals from wine & spirits, secondary markets, and Ferrari’s weakening collector demand for newer... Deluxe: How Luxury Lost Its Luster https://www.internpierre.com/books/Deluxe%3A%20How%20Luxury%20Lost%20Its%20Luster https://www.internpierre.com/books/Deluxe%3A%20How%20Luxury%20Lost%20Its%20Luster books Thu, 01 Jan 2026 20:15:34 GMT Luxury was once available only to the rarefied, aristocratic world of old money. It offered a history of tradition, superior quality, and a pampered buying experience. Today, however, luxury is simply a product packaged and sold by multibillion-dollar global corporations like... The Story of Ferrari: A Tribute to Automotive Excellence https://www.internpierre.com/books/The%20Story%20of%20Ferrari%3A%20A%20Tribute%20to%20Automotive%20Excellence https://www.internpierre.com/books/The%20Story%20of%20Ferrari%3A%20A%20Tribute%20to%20Automotive%20Excellence books Thu, 01 Jan 2026 20:13:28 GMT Speed, luxury, excellence and innovation have defined Ferrari as the world's most revered car manufacturer for more than 70 years. In The Story of Ferrari, every key aspect of the Prancing Horse's history is explored and showcased, from the first car built under the Ferrari name... How Countries Go Broke: The Big Cycle https://www.internpierre.com/books/How%20Countries%20Go%20Broke%3A%20The%20Big%20Cycle https://www.internpierre.com/books/How%20Countries%20Go%20Broke%3A%20The%20Big%20Cycle books Thu, 01 Jan 2026 20:11:05 GMT For decades, politicians, policymakers, and investors have debated these questions, but the answers have eluded them. In this groundbreaking book, Ray Dalio, one of the greatest investors of our time who anticipated the 2008 global financial crisis and the 2010–12 European debt... More Money Than God: Hedge Funds and the Making of a New Elite https://www.internpierre.com/books/More%20Money%20Than%20God%3A%20Hedge%20Funds%20and%20the%20Making%20of%20a%20New%20Elite https://www.internpierre.com/books/More%20Money%20Than%20God%3A%20Hedge%20Funds%20and%20the%20Making%20of%20a%20New%20Elite books Thu, 01 Jan 2026 20:08:09 GMT Wealthy, powerful, and potentially dangerous, hedge fund moguls have become the It Boys of twenty-first-century capitalism. Beating the market was long thought to be impossible, but hedge funds cracked its mysteries and made fortunes in the process. Drawing on his unprecedented... Putin https://www.internpierre.com/books/Putin https://www.internpierre.com/books/Putin books Thu, 01 Jan 2026 20:06:11 GMT The first comprehensive, fully up-to-date biography of Vladimir Putin, woven into the tumultuous saga of Russia over the last sixty years Vladimir Putin is the world’s most dangerous man. Alone among world leaders, he has the power to reduce the United States and Europe to ashes... Fooling Some of the People All of the Time, A Long Short (and Now Complete) Story https://www.internpierre.com/books/Fooling%20Some%20of%20the%20People%20All%20of%20the%20Time%2C%20A%20Long%20Short%20(and%20Now%20Complete)%20Story https://www.internpierre.com/books/Fooling%20Some%20of%20the%20People%20All%20of%20the%20Time%2C%20A%20Long%20Short%20(and%20Now%20Complete)%20Story books Thu, 01 Jan 2026 20:03:16 GMT Could 2008's credit crisis have been minimized or even avoided? In 2002, David Einhorn-one of the country's top investors-was asked at a charity investment conference to share his best investment advice. Short sell Allied Capital. At the time, Allied was a leader in the private... Uneven Justice: The Plot to Sink Galleon https://www.internpierre.com/books/Uneven%20Justice%3A%20The%20Plot%20to%20Sink%20Galleon https://www.internpierre.com/books/Uneven%20Justice%3A%20The%20Plot%20to%20Sink%20Galleon books Thu, 01 Jan 2026 20:01:07 GMT Raj Rajaratnam, the respected founder of the iconic hedge fund Galleon Group, which managed $7 billion and employed 180 people in its heyday, chose to go to trial rather than concede to a false narrative concocted by ambitious prosecutors looking for a scapegoat for the 2008... Gulliver's Travels https://www.internpierre.com/books/Gulliver's%20Travels https://www.internpierre.com/books/Gulliver's%20Travels books Thu, 01 Jan 2026 19:58:25 GMT Gulliver's Travels describes the four voyages of Lemuel Gulliver, a ship's surgeon. In Lilliput he discovers a world in miniature; towering over the people and their city, he is able to view their society from the viewpoint of a god. However, in Brobdingnag, a land of giants,... Moby Dick https://www.internpierre.com/books/Moby%20Dick https://www.internpierre.com/books/Moby%20Dick books Thu, 01 Jan 2026 19:56:17 GMT Moby Dick by Herman Melville is the story of Captain Ahab's quest to avenge the whale that 'reaped' his leg. The quest is an obsession and the novel is a diabolical study of how a man becomes a fanatic. But it is also a hymn to democracy. Bent as the crew is on Ahab's appalling... The Taste of Luxury: Bernard Arnault and the Moet-Hennessy Louis Vuitton Story https://www.internpierre.com/books/The%20Taste%20of%20Luxury%3A%20Bernard%20Arnault%20and%20the%20Moet-Hennessy%20Louis%20Vuitton%20Story https://www.internpierre.com/books/The%20Taste%20of%20Luxury%3A%20Bernard%20Arnault%20and%20the%20Moet-Hennessy%20Louis%20Vuitton%20Story books Thu, 01 Jan 2026 19:54:19 GMT A biography of Bernard Arnault and a history of the LVMH luxury conglomerate: from his early career to his acquisition strategy and takeover of Louis Vuitton Moet Hennessy, France's leading luxury group of champagne, cognac and haute couture houses. Alone at Dawn https://www.internpierre.com/books/Alone%20at%20Dawn https://www.internpierre.com/books/Alone%20at%20Dawn books Thu, 01 Jan 2026 19:51:07 GMT In the predawn hours of March 4, 2002, just below the 10,469-foot peak of a mountain in eastern Afghanistan, a fierce battle raged. Outnumbered by Al Qaeda fighters, Air Force Combat Controller John Chapman and a handful of Navy SEALs struggled to take the summit in a desperate... Taking Fire - The True Story of a Decorated Chopper Pilot https://www.internpierre.com/books/Taking%20Fire https://www.internpierre.com/books/Taking%20Fire books Thu, 01 Jan 2026 19:48:53 GMT Nicknamed "Mini-Man" for his diminutive stature, a mere five-foot-three and 125 pounds in his flight boots, chopper pilot Ron Alexander proved to be a giant in the eyes of the men he rescued from the jungles and paddies of Vietnam. With unswerving concern for every American... Captains Courageous https://www.internpierre.com/books/Captains%20Courageous https://www.internpierre.com/books/Captains%20Courageous books Thu, 01 Jan 2026 19:44:26 GMT Captains Courageous, published in 1897, follows the adventures of fifteen-year-old Harvey Cheyne Jr., the spoiled son of a railroad tycoon. After being washed overboard from a transatlantic steamship, he is saved from drowning by a Portuguese fisherman in the north Atlantic. The... Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World https://www.internpierre.com/books/Billion%20Dollar%20Whale%3A%20The%20Man%20Who%20Fooled%20Wall%20Street%2C%20Hollywood%2C%20and%20the%20World https://www.internpierre.com/books/Billion%20Dollar%20Whale%3A%20The%20Man%20Who%20Fooled%20Wall%20Street%2C%20Hollywood%2C%20and%20the%20World books Thu, 01 Jan 2026 19:41:46 GMT In 2009, a chubby, mild-mannered graduate of the University of Pennsylvania's Wharton School of Business named Jho Low set in motion a fraud of unprecedented gall and magnitude--one that would come to symbolize the next great threat to the global financial system. Over a decade,... Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street https://www.internpierre.com/books/Black%20Edge%3A%20Inside%20Information%2C%20Dirty%20Money%2C%20and%20the%20Quest%20to%20Bring%20Down%20the%20Most%20Wanted%20Man%20on%20Wall%20Street https://www.internpierre.com/books/Black%20Edge%3A%20Inside%20Information%2C%20Dirty%20Money%2C%20and%20the%20Quest%20to%20Bring%20Down%20the%20Most%20Wanted%20Man%20on%20Wall%20Street books Thu, 01 Jan 2026 19:39:30 GMT The hedge fund industry changed Wall Street. Its pioneers didn’t lay railroads, build factories, or invent new technologies. Rather, they made their billions through financial speculation, by placing bets in the market that turned out to be right more often than not. In hedge... The Buy Side: A Wall Street Trader's Tale of Spectacular Excess https://www.internpierre.com/books/The%20Buy%20Side%3A%20A%20Wall%20Street%20Trader's%20Tale%20of%20Spectacular%20Excess https://www.internpierre.com/books/The%20Buy%20Side%3A%20A%20Wall%20Street%20Trader's%20Tale%20of%20Spectacular%20Excess books Thu, 01 Jan 2026 19:36:03 GMT A remarkable writing debut, filled with indelible moments, The Buy Side shows as no book ever has the rewards—and dizzying temptations—of making a living on the Street. Growing up in the 1980’s Turney Duff was your average kid from Kennebunk, Maine, eager to expand his horizons.... The Big Oyster: History on the Half Shell https://www.internpierre.com/books/The%20Big%20Oyster%3A%20History%20on%20the%20Half%20Shell https://www.internpierre.com/books/The%20Big%20Oyster%3A%20History%20on%20the%20Half%20Shell books Thu, 01 Jan 2026 19:33:13 GMT Award-winning author Mark Kurlansky tells the remarkable story of New York by following the trajectory of one of its most fascinating inhabitants–the oyster. For centuries New York was famous for this particular shellfish, which until the early 1900s played such a dominant a... Butler to the World: The Book the Oligarchs Don't Want You to Read - How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything https://www.internpierre.com/books/Butler%20to%20the%20World%3A%20The%20Book%20the%20Oligarchs%20Don't%20Want%20You%20to%20Read%20-%20How%20Britain%20Helps%20the%20World's%20Worst%20People%20Launder%20Money%2C%20Commit%20Crimes%2C%20and%20Get%20Away%20with%20Anything https://www.internpierre.com/books/Butler%20to%20the%20World%3A%20The%20Book%20the%20Oligarchs%20Don't%20Want%20You%20to%20Read%20-%20How%20Britain%20Helps%20the%20World's%20Worst%20People%20Launder%20Money%2C%20Commit%20Crimes%2C%20and%20Get%20Away%20with%20Anything books Thu, 01 Jan 2026 19:30:46 GMT Named one of the Best Books of 2022 by the New Yorker and the Economist In his forceful follow-up to Moneyland, Oliver Bullough unravels the dark secret of how Britain placed itself at the center of the global offshore economy and at the service of the worst people in the world.... How Independent Journalists Are Exposing Stories Legacy Media Ignores https://www.internpierre.com/news/how-independent-journalists-are-exposing-stories-legacy-media-ignores https://www.internpierre.com/news/how-independent-journalists-are-exposing-stories-legacy-media-ignores news Thu, 01 Jan 2026 18:54:11 GMT Building Something Real in a Noisy Media World https://www.internpierre.com/news/building-something-real-in-a-noisy-media-world https://www.internpierre.com/news/building-something-real-in-a-noisy-media-world news Thu, 01 Jan 2026 18:50:43 GMT When Birkins Hit Macy’s The Warning Sign in Luxury Resale https://www.internpierre.com/news/when-birkins-hit-macy-s-the-warning-sign-in-luxury-resale https://www.internpierre.com/news/when-birkins-hit-macy-s-the-warning-sign-in-luxury-resale news Thu, 01 Jan 2026 18:47:55 GMT Buzzwords Aren’t Research Why Bloomberg Missed the Point on Sweetgreen & Chipotle https://www.internpierre.com/news/buzzwords-aren-t-research-why-bloomberg-missed-the-point-on-sweetgreen-chipotle https://www.internpierre.com/news/buzzwords-aren-t-research-why-bloomberg-missed-the-point-on-sweetgreen-chipotle news Thu, 01 Jan 2026 18:43:52 GMT London’s Double Standard Abramovich & London’s Dirty Money Problem https://www.internpierre.com/news/london-s-double-standard-abramovich-london-s-dirty-money-problem https://www.internpierre.com/news/london-s-double-standard-abramovich-london-s-dirty-money-problem news Thu, 01 Jan 2026 18:40:23 GMT The Moët Hennessy Mess & the Hermès Time Bomb Inside LVMH https://www.internpierre.com/news/the-moe-t-hennessy-mess-the-herme-s-time-bomb-inside-lvmh https://www.internpierre.com/news/the-moe-t-hennessy-mess-the-herme-s-time-bomb-inside-lvmh news Thu, 01 Jan 2026 18:36:00 GMT Ferrari Owners Are Quietly Panicking - Here’s What I Found at Collector’s Week https://www.internpierre.com/news/ferrari-owners-are-quietly-panicking-here-s-what-i-found-at-collector-s-week https://www.internpierre.com/news/ferrari-owners-are-quietly-panicking-here-s-what-i-found-at-collector-s-week news Thu, 01 Jan 2026 18:33:13 GMT Why the UAE’s Growth Story Is Now Impossible to Ignore https://www.internpierre.com/news/why-the-uae-s-growth-story-is-now-impossible-to-ignore https://www.internpierre.com/news/why-the-uae-s-growth-story-is-now-impossible-to-ignore news Thu, 01 Jan 2026 18:30:31 GMT This Is Why No One Takes Bloomberg Opinion Seriously Anymore https://www.internpierre.com/news/this-is-why-no-one-takes-bloomberg-opinion-seriously-anymore https://www.internpierre.com/news/this-is-why-no-one-takes-bloomberg-opinion-seriously-anymore news Thu, 01 Jan 2026 18:28:00 GMT How to Spot Bullshit Before Writing a Check https://www.internpierre.com/news/how-to-spot-bullshit-before-writing-a-check https://www.internpierre.com/news/how-to-spot-bullshit-before-writing-a-check news Thu, 01 Jan 2026 18:25:03 GMT Lululemon’s Next Chapter Can a New Look Save a Struggling Legacy? https://www.internpierre.com/news/lululemon-s-next-chapter-can-a-new-look-save-a-struggling-legacy https://www.internpierre.com/news/lululemon-s-next-chapter-can-a-new-look-save-a-struggling-legacy news Thu, 01 Jan 2026 18:21:52 GMT Luxury's Transactional Turn, AI Exit Liquidity & the Shame of Larry Summers https://www.internpierre.com/news/https-internpierre-substack-com-p-the-art-of-slowing-down-972 https://www.internpierre.com/news/https-internpierre-substack-com-p-the-art-of-slowing-down-972 news Thu, 01 Jan 2026 18:18:40 GMT Ferrari’s Dark Connection – Russia, More Shadow Dealers, Silent Profits & Selective Ethics https://www.internpierre.com/news/ferrari-s-dark-connection-more-shadow-dealers-silent-profits-selective-ethics https://www.internpierre.com/news/ferrari-s-dark-connection-more-shadow-dealers-silent-profits-selective-ethics news Wed, 31 Dec 2025 12:02:51 GMT The Third Generation Problem Inside LVMH’s Succession Risk, On the Ground Notes from New York & A Fresh Dose of Sell Side "Genius" https://www.internpierre.com/news/the-third-generation-problem-inside-lvmh-s-succession-risk-on-the-ground-notes-from-new-york-a-fresh-dose-of-sell-side-genius https://www.internpierre.com/news/the-third-generation-problem-inside-lvmh-s-succession-risk-on-the-ground-notes-from-new-york-a-fresh-dose-of-sell-side-genius news Wed, 31 Dec 2025 12:00:38 GMT The RealReal’s 30% Surge Doesn’t Change the Story https://www.internpierre.com/news/the-realreal-s-30-surge-doesn-t-change-the-story https://www.internpierre.com/news/the-realreal-s-30-surge-doesn-t-change-the-story news Wed, 31 Dec 2025 11:57:26 GMT The RealReal is Real Fucked https://www.internpierre.com/news/the-realreal-is-real-fucked https://www.internpierre.com/news/the-realreal-is-real-fucked news Wed, 31 Dec 2025 11:55:15 GMT The €300 Billion Company Suing Over €50.000 What LVMH Risks in Discovery https://www.internpierre.com/news/the-300-billion-company-suing-over-50-000-what-lvmh-risks-in-discovery https://www.internpierre.com/news/the-300-billion-company-suing-over-50-000-what-lvmh-risks-in-discovery news Wed, 31 Dec 2025 11:50:03 GMT Inside Ferrari’s Shadow Dealership Network - 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