Luxury in turmoil: how to survive the crisis
In this third episode of the Luxury Society Podcast, Robin Swithinbank and David Sadigh discuss the ever-evolving world of luxury following Trump’s tariff announcements.
Key topics include:
LVMH’s Q1 Performance: Sales missed expectations with a 5% shortfall. Fashion & leather goods saw a 5% dip, and issues at their Texas site raise quality concerns.Hermès on the Rise: Surpasses LVMH’s market cap (briefly). Touted as a “tech stock in disguise” due to tight supply control, no discounting, and high investor confidence.The China Question: Is China luxury’s comeback kid in 2025? Max Peiro from DLG’s Re-Hub dives into the Q4 Compass Index to assess digital and e-commerce performance across 150+ brands in China.Brought to you by https://digitalluxurygroup.com/
Follow us @digitalluxurygroup & @robin_swithinbank on Instagram
Produced by Juliet Fallowfield, 2025 www.fallowfieldmason.com
The Luxury Society Podcast
The Luxury Society Podcast, brought to you by DLG (Digital Luxury Group), brings exclusive insider conversations on the transformation of the luxury industry as it expands its influence across sports, entertainment and culture. Blending data-driven insights, expert analysis and engaging storytelling, it connects executives, visionaries and emerging trends in a dynamic mix of fact, expertise and entertainment.
Hosted by Robin Swithinbank and David Sadigh.
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