Brilliant Cut

Knowing is a luxury | 8.03.26

Aug 03, 2026

Just the right amount of hand-picked luxury marketing news and market intelligence

:: FACETS ::

→ (WSJ) Cartier’s Love Bracelet Has the Hype. The Birkin Still Has the Upper Hand: Hermès continues to be the most reliable luxury stock, even if Cartier’s owner Richemont is catching up. Read more

Kylie Jenner's hand with multiple bracelets, a ring, and a black clutch.

→ (Semafor) How Patrice Louvet blends ‘magic and logic’ at Ralph Lauren: After Patrice Louvet left a 29-year career with Procter & Gamble to become CEO of Ralph Lauren in 2017, he found himself flying blind. Read more

→ (NYT) Philippe Stern Took Risks. Patek Philippe Shows They Paid Off: As president of the Swiss brand until 2009, he put his faith in preserving mechanical watchmaking, a decision now seen as key to the company’s current success. Read more

A man, staring into the camera, wearing a dark pinstriped suit and standing next to a wooden desk

→ (Wallpaper) Loewe Perfume’s pistachio-themed ice cream-bar takeover is deliciously whimsical: The Spanish maison’s takeover of The Dreamery in north London is the perfect place to get a summer scoop. Read more

→ (Fashion Network) Can AI riches supplant crypto to fill the luxury gap?: But if a broad swath of workers in AI companies benefit, that could boost demand for everything from Gucci mini-bags to Louis Vuitton lipsticks. Read more

→ (Reuters) As fashion stumbles, jewellery will help shape luxury’s winners: As luxury ⁠groups grapple with weak fashion sales and a hit to spending from the Middle East conflict, investors are increasingly focused on one question: who sells enough jewels? Read more

→ (Observer) Why More Billionaires Are Chartering Superyachts Instead of Buying: Even as ownership remains strong, more billionaires and celebrities are choosing temporary access to the world’s most extravagant vessels. Read more

Lauren Sanchez and Jeff Bezos are seen on Jeff Bezos' yacht on June 12, 2023 in Portofino, Italy.

→ (WWD) Luxury Looks to Bring Its Newfound Resilience Into the Second Half: Results across Europe’s leading luxury groups pointed to the power of VICs and newness, while a fragile China still complicates the rebound story for much of the sector. Read more

Art gallery and fashion retailers flags on Bond Street in London, United Kingdom. Bond Street is one of the principal streets in the West End shopping district and is very upmarket. It has been a fashionable shopping street since the 18th century.

Flash Stats: Figures from Vercel and the World Retail Congress found in Southern Europe, 27% of consumers now begin their shopping journeys using AI-powered search platforms, while adoption has already reached 24% in Germany and 20% in the UK. Perhaps the most significant finding is how rapidly consumers are acting on AI guidance. 58% of Southern European consumers have purchased a product recommended by AI, 55% of UK consumers have done the same, and more than 80% of AI users across Europe describe AI recommendations as helpful. - “The Agent Era: How 4,000 European Shoppers Are Shopping Differently”, Vercel and the World Retail Congress, 2026

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Thanks for reading Brilliant Cut! - Scott

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