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"Point here isnt this is a new great big luxury boom. Its a classic case of sell-side press & even most investors consensually going short with bling is dead etc. Dangerous given these really are special franchises. $LVMUY $CFRUY $HESAY"
X Link @Retail_Guru 2025-10-15T13:21Z 13.5K followers, 3001 engagements
"LVMH improvement foreshadowed by Cucinelli which pre-announced accelerating Q3 led by upside in US & Asia while Europe slowed. Even into improvement top tier luxury & brands with heat leading peers despite so much stacked outperformance. $LVMUY $HESAY $CFRUY $BURBY"
X Link @Retail_Guru 2025-10-14T20:52Z 13.5K followers, 1896 engagements
"Trump's tariffs & FX moves have led to folks buying lmore at home. Luxury demand by locals strong everywhere at LVMH; US & China improved most in Q3. Europe softer as it bore brunt of strength. Sephora another call-out. $ULTA $LVMUY $HESAY $CFRUY $EL"
X Link @Retail_Guru 2025-10-14T20:41Z 13.5K followers, 1771 engagements
"Amid constant sell-side & press gloom on luxury shows you can never count it out. LVMH reports sharp Q3 improvement with all business lines better & fashion showing strongest improvement despite fatigue at both LV & Dior. 💪 $LVMUY $HESAY $CFRUY $PPRUY $EL $ULTA"
X Link @Retail_Guru 2025-10-14T20:38Z 13.5K followers, 5646 engagements