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Luxury's Most Interesting Exception

Oct 6
1 min read

Growth can be a remarkably effective blindfold.


The stronger the numbers become, the easier it is to mistake market momentum for business strength.


I rarely publish at this length on LinkedIn, but sometimes content only becomes truly useful when the evidence is allowed to accumulate.


It is grounded in work we are doing now with a historic jewelry maison ready to question the conventions of the high jewelry experience itself.


It examines what may be taking shape beneath one of luxury’s strongest growth stories, why the most obvious reading of that success is incomplete, and where the real competitive danger may now sit.


The uncomfortable possibility is that an entire category can be right about the opportunity and wrong about what that success is actually proving (link below).


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