When Pricing Power Backfires:
Chanel’s Luxury Dilemma
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
Chanel’s 2024 results—marked by a 30% profit fall and revenue decline—highlight fundamental challenges in valuing luxury brands. Despite record capital expenditures and supply chain integration, Chanel’s aggressive price hikes and leadership changes have sparked investor concerns.
This video explores how brand equity, creative volatility, and macroeconomic risk complicate traditional valuation techniques in the luxury sector. Using Chanel as a case study, it contrasts performance with Hermès and Brunello Cucinelli to reframe how analysts should interpret pricing power, CapEx, and narrative-led fundamentals in high-end discretionary investing.
This video explores how brand equity, creative volatility, and macroeconomic risk complicate traditional valuation techniques in the luxury sector. Using Chanel as a case study, it contrasts performance with Hermès and Brunello Cucinelli to reframe how analysts should interpret pricing power, CapEx, and narrative-led fundamentals in high-end discretionary investing.
What's included?
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1 video
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When luxury legends stumble, it’s time to rethink how we value brand equity and pricing power.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This essay is for investment analysts, luxury sector portfolio managers, and equity researchers seeking to understand how intangible assets, brand power, and creative leadership affect valuation in the high-end fashion sector. If you’ve ever struggled to reconcile CapEx with cash flow or model consumer sentiment, this is your guide.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.