[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@internpierre](/creator/twitter/internpierre) "Maybe for Tissot 🤷🏻♂ But Swatch AG said it had seen the first signs of improvement in China with a pickup in online sales and a reduction in stocks of watches at third party retailers"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947766086906352093) 2025-07-22 21:09:57 UTC 1175 followers, XXX engagements "Vuoris aggressive international expansion highlights just how vulnerable Lululemons dominance in premium activewear has become. While $LULU struggles with slowing sales and inventory piling up at outlets Vuori is rapidly opening flagship stores in high-potential markets like Seoul and Beijing and simultaneously scaling its digital presence across XX additional countries in Europe and Asia. Backed by an $XXX million funding round and now valued at $XXX billion Vuori is positioning itself as a direct competitor with a long-term community-driven strategy rather than chasing short-term gains. The"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947955031308722234) 2025-07-23 09:40:45 UTC 1172 followers, XXX engagements "Changes being introduced by the new management of Mot Hennessy its wine and spirits division would not yield any benefit for shareholders until next year. 😂 $LVMH"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948443154526732742) 2025-07-24 18:00:23 UTC 1179 followers, XXX engagements "This is the perfect illustration of why living in the Mediterranean is miserable in July and August. At least Monaco isnt as bad as Spain Greece France and Italy"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948304475237781588) 2025-07-24 08:49:19 UTC 1175 followers, XXX engagements "Imagine paying $27m to live in Tampa Florida 🤦🏻♂"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947920491462988209) 2025-07-23 07:23:30 UTC 1181 followers, XX engagements "As the U.S. athleisure market shows signs of saturation Lululemon is turning to category expansion and global growth to attempt to sustain momentum. In Q1 FY25 the brand reported just X% comp sales growth and X% U.S. revenue growth. New lines like No Line Align Daydrift and BeCalm are broadening its reach across yoga run train golf and tennis. By shifting away from seasonal colors toward more technical silhouettes and franchise style product drops Lululemon is creating demand even as U.S. store traffic softens. International markets are providing a much needed boost with China sales up 22%"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1946058842875507156) 2025-07-18 04:05:58 UTC 1171 followers, XXX engagements "Interesting and I would question how this is looked at from a legal perspective in the US with The RealReal marking certain bags as Smart Investments. Do they have Mrs. Dow Jones doing their marketing now $REAL @therealreal"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1935682410290831391) 2025-06-19 12:53:44 UTC 1175 followers, XXX engagements "Im starting to wonder if Bernard Arnault enjoys being kicked in the balls on a daily basis. When LVMH acquired Tiffany & Co. for $XX billion in 2021 the aim was to reinvigorate the storied jeweler and push it upmarket. The launch of the ultra-limited Patek Philippe Nautilus Blue Dial (with just XXX made) was meant to signal that transformation. But instead of prestige the watch triggered chaos. Tiffany sales staff were instructed to guide wealthy clients into spending $XX million on jewelry to be considered for the $52635 watch with no formal waitlist and no guarantees. These clients were"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1945926623917949146) 2025-07-17 19:20:35 UTC 1176 followers, 1279 engagements "Diageo CEO Debra Crew has stepped down after a tumultuous 13-month tenure marked by share price declines and repeated operational missteps. Since Crew took over in June 2023 Diageo shares have fallen 43%. Markets have responded positively to her exit shares gaining as much as 4.5%. If youre interested in how this may impact the space I have a few call transcripts from industry executives linked below and others on my page: $DEO $STZ"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1945529153123749901) 2025-07-16 17:01:10 UTC 1167 followers, XXX engagements "Moncler reported growth in its Q2 2025 earnings call with group revenues increasing by X% at constant exchange rates. The company highlighted resilience in the Americas and China counterbalancing weaknesses in tourism dependent markets like Europe and Japan. Keep in mind that while using constant exchange rates is common it is not GAAP Compliant. Constant currency figures are considered non GAAP measures and cannot be presented as such in official financial statements or SEC filings. They should be presented separately and accompanied by appropriate disclosures. Additionally there is the"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948101551681401088) 2025-07-23 19:22:58 UTC 1180 followers, XXX engagements "@SpencerKlavan Bryan Johnson also still has microplastics in his ejaculate"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948278225895129570) 2025-07-24 07:05:00 UTC 1175 followers, XXX engagements "Debra Crews departure from Diageo is a crazy story. Unbelievable how Diageo wasnt prepared Manzoni frantically tried to convene the board for an emergency WhatsApp call Diageo which had not yet drawn up a detailed succession plan Imagine being a multi-billion dollar company and not having a succession plan in place if something were to happen to your management team It also seems like Crew was distracted and couldnt handle the fact that she was in the hot seat. I have news everybody even the CEO of a company is replaceable and no matter what role youre in the unfortunate reality is that youre"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1946471032946303078) 2025-07-19 07:23:52 UTC 1168 followers, XXX engagements "Wow another one New York Times article from @el72champs that came out this afternoon "Louis Vuitton Netherlands Entangled in Money-Laundering Case". Prosecutor's say that a customer's cash purchase totaling millions of euros in value should have been flagged. Im now convinced negative news is being pushed to buffer bad numbers tomorrow. Heres my write up from a few hours ago if you missed it:"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947989549549817957) 2025-07-23 11:57:55 UTC 1169 followers, XXX engagements "I am convinced that all of the negative articles about LVMH and other luxury brands coming out of Bloomberg FT Business of Fashion (LVMH is an investor) etc. are to get investors ready for an LVMH miss on Thursday. Examples below: $LVMH"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947768731410809082) 2025-07-22 21:20:28 UTC 1175 followers, XXX engagements "Thailand launched F-16 airstrikes on Cambodian military positions after accusing Phnom Penh of rocket attacks that killed nine civilians and damaged a hospital escalating a long running border dispute. Cambodia countered that Thai forces initiated the clash saying it had no choice but to respond militarily. The violence the worst in years centers on contested temple sites and follows recent landmine incidents and the recalling of both countries ambassadors. China has urged dialogue while political tensions in both nations and strained ties between their ruling families have fueled nationalist"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948324338504982936) 2025-07-24 10:08:15 UTC 1176 followers, XXX engagements "This makes sense because Italians (and people in Milan) wear a lot of athleisure when they go out 🤦🏻♂🤷🏻♂ $LULU"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1946594460068131130) 2025-07-19 15:34:19 UTC 1169 followers, XXX engagements "@mamboitaliano__ Unfortunately this is the worst time of year to be in Italy France Spain Greece etc"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948129803678437499) 2025-07-23 21:15:14 UTC 1175 followers, 2681 engagements "The ugliest building in Italy is still more beautiful than the nicest building in Spain"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1946509626486444452) 2025-07-19 09:57:14 UTC 1174 followers, 6462 engagements "Chanel should XXX% not be known for watches look what is happening with other brands Louis Vuitton Burberry Tiffany etc. Not sure why @LukeBenedictus is even trying to make this a thing"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948058729657872387) 2025-07-23 16:32:48 UTC 1173 followers, XXX engagements "@Borgz_TDC @IsaacDeSnu49933 @GamesEarlPwns CBS is owned by Paramount look at the earnings reports. Again this isnt political as I dont care about American politics since Im European however its hard to argue with the numbers. Late night shows USED to be popular now not so much and stock price is reflective of it"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947913499604336805) 2025-07-23 06:55:43 UTC 1167 followers, XX engagements "Richemont reported an XX% increase in jewelry division sales for the quarter ending in June beating analyst expectations of 8.6%. The strong performance driven by Cartier and Van Cleef & Arpels. Richemont shares are up XX% YTD. If youre interested in more context here is a transcript from a call with the former CEO of Van Cleef:"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1945370134388072938) 2025-07-16 06:29:17 UTC 1174 followers, XXX engagements "@BoF If only somebody had been saying there were problems"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948455231265931507) 2025-07-24 18:48:22 UTC 1177 followers, XX engagements "The United States White House confirmed a new trade framework with Indonesia imposing a XX% tariff on its shoe imports to the US while granting American exports duty free access. Similar agreements have been reached with the Philippines (19% tariff) and Japan (15% tariff) all replacing higher proposed rates and aimed at strengthening supply chain resilience and preventing tariff evasion. India is reportedly close to a deal while negotiations with the EU and Cambodia remain ongoing and Chinas status is uncertain despite a recent minerals trade pact. These deals follow a common pattern of"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948320546959049018) 2025-07-24 09:53:11 UTC 1175 followers, XXX engagements "American Eagle Outfitters stock is up 22%+ after hours given that they announced a new campaign with Sydney Sweeney. Would not want to be short this name since it looks like the retail army has picked it up and is piling into $AEO"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948239779910603085) 2025-07-24 04:32:14 UTC 1181 followers, 2682 engagements "Vuori has appointed Ashley Kechter former global brand president of Fabletics as its new global president to oversee retail e-commerce supply chain and wholesale operations worldwide. With over XX years of experience at companies like Gap Inc. Banana Republic and Restoration Hardware Kechter joins as the brand marks its 10th anniversary and accelerates international expansion. Vuori also named Ed Lee former chief legal officer at Restoration Hardware as its chief legal officer. Founded in 2015 Vuori now operates in over XX countries plans to open XXX stores by 2026 and was recently valued at"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1943294383417111026) 2025-07-10 13:01:00 UTC 1176 followers, XXX engagements "Too bad @BillAckman no longer shorts companies. $UHC would be relatively straightforward to do work on especially just speaking to formers who are a year-ish removed UnitedHealth says it is facing DOJ investigation over Medicare billing practices"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1948362775907934662) 2025-07-24 12:40:59 UTC 1176 followers, XXX engagements "Interesting article from The Economist on Ferrari $RACE"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1940476169134202943) 2025-07-02 18:22:25 UTC 1176 followers, XXX engagements "Bernard Arnault has lost his title as Frances richest individual for the first time since 2017 according to Challenges magazines annual ranking. The top spot now belongs to the Herms founding family whose fortune rose X% to XXXXX billion. Arnaults net worth dropped XX% over the past year to XXXXX billion reflecting LVMHs weakened stock performance amid slowing Chinese demand Trump-era tariff concerns and broader luxury market volatility. Despite the shakeup Frances richest still largely hail from its luxury giants with Chanels Wertheimer family ranked third. Overall the combined wealth of the"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1943281371301965913) 2025-07-10 12:09:17 UTC 1168 followers, XXX engagements "Wow $OPEN up 90%+ today. This is why shorting stocks is almost impossible these days the Reddit people are out there again. This company is total garbage but I wouldnt touch it"  [@internpierre](/creator/x/internpierre) on [X](/post/tweet/1947348527761510467) 2025-07-21 17:30:43 UTC 1167 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@internpierre
"Maybe for Tissot 🤷🏻♂ But Swatch AG said it had seen the first signs of improvement in China with a pickup in online sales and a reduction in stocks of watches at third party retailers"
@internpierre on X 2025-07-22 21:09:57 UTC 1175 followers, XXX engagements
"Vuoris aggressive international expansion highlights just how vulnerable Lululemons dominance in premium activewear has become. While $LULU struggles with slowing sales and inventory piling up at outlets Vuori is rapidly opening flagship stores in high-potential markets like Seoul and Beijing and simultaneously scaling its digital presence across XX additional countries in Europe and Asia. Backed by an $XXX million funding round and now valued at $XXX billion Vuori is positioning itself as a direct competitor with a long-term community-driven strategy rather than chasing short-term gains. The" @internpierre on X 2025-07-23 09:40:45 UTC 1172 followers, XXX engagements
"Changes being introduced by the new management of Mot Hennessy its wine and spirits division would not yield any benefit for shareholders until next year. 😂 $LVMH" @internpierre on X 2025-07-24 18:00:23 UTC 1179 followers, XXX engagements
"This is the perfect illustration of why living in the Mediterranean is miserable in July and August. At least Monaco isnt as bad as Spain Greece France and Italy" @internpierre on X 2025-07-24 08:49:19 UTC 1175 followers, XXX engagements
"Imagine paying $27m to live in Tampa Florida 🤦🏻♂" @internpierre on X 2025-07-23 07:23:30 UTC 1181 followers, XX engagements
"As the U.S. athleisure market shows signs of saturation Lululemon is turning to category expansion and global growth to attempt to sustain momentum. In Q1 FY25 the brand reported just X% comp sales growth and X% U.S. revenue growth. New lines like No Line Align Daydrift and BeCalm are broadening its reach across yoga run train golf and tennis. By shifting away from seasonal colors toward more technical silhouettes and franchise style product drops Lululemon is creating demand even as U.S. store traffic softens. International markets are providing a much needed boost with China sales up 22%" @internpierre on X 2025-07-18 04:05:58 UTC 1171 followers, XXX engagements
"Interesting and I would question how this is looked at from a legal perspective in the US with The RealReal marking certain bags as Smart Investments. Do they have Mrs. Dow Jones doing their marketing now $REAL @therealreal" @internpierre on X 2025-06-19 12:53:44 UTC 1175 followers, XXX engagements
"Im starting to wonder if Bernard Arnault enjoys being kicked in the balls on a daily basis. When LVMH acquired Tiffany & Co. for $XX billion in 2021 the aim was to reinvigorate the storied jeweler and push it upmarket. The launch of the ultra-limited Patek Philippe Nautilus Blue Dial (with just XXX made) was meant to signal that transformation. But instead of prestige the watch triggered chaos. Tiffany sales staff were instructed to guide wealthy clients into spending $XX million on jewelry to be considered for the $52635 watch with no formal waitlist and no guarantees. These clients were" @internpierre on X 2025-07-17 19:20:35 UTC 1176 followers, 1279 engagements
"Diageo CEO Debra Crew has stepped down after a tumultuous 13-month tenure marked by share price declines and repeated operational missteps. Since Crew took over in June 2023 Diageo shares have fallen 43%. Markets have responded positively to her exit shares gaining as much as 4.5%. If youre interested in how this may impact the space I have a few call transcripts from industry executives linked below and others on my page: $DEO $STZ" @internpierre on X 2025-07-16 17:01:10 UTC 1167 followers, XXX engagements
"Moncler reported growth in its Q2 2025 earnings call with group revenues increasing by X% at constant exchange rates. The company highlighted resilience in the Americas and China counterbalancing weaknesses in tourism dependent markets like Europe and Japan. Keep in mind that while using constant exchange rates is common it is not GAAP Compliant. Constant currency figures are considered non GAAP measures and cannot be presented as such in official financial statements or SEC filings. They should be presented separately and accompanied by appropriate disclosures. Additionally there is the" @internpierre on X 2025-07-23 19:22:58 UTC 1180 followers, XXX engagements
"@SpencerKlavan Bryan Johnson also still has microplastics in his ejaculate" @internpierre on X 2025-07-24 07:05:00 UTC 1175 followers, XXX engagements
"Debra Crews departure from Diageo is a crazy story. Unbelievable how Diageo wasnt prepared Manzoni frantically tried to convene the board for an emergency WhatsApp call Diageo which had not yet drawn up a detailed succession plan Imagine being a multi-billion dollar company and not having a succession plan in place if something were to happen to your management team It also seems like Crew was distracted and couldnt handle the fact that she was in the hot seat. I have news everybody even the CEO of a company is replaceable and no matter what role youre in the unfortunate reality is that youre" @internpierre on X 2025-07-19 07:23:52 UTC 1168 followers, XXX engagements
"Wow another one New York Times article from @el72champs that came out this afternoon "Louis Vuitton Netherlands Entangled in Money-Laundering Case". Prosecutor's say that a customer's cash purchase totaling millions of euros in value should have been flagged. Im now convinced negative news is being pushed to buffer bad numbers tomorrow. Heres my write up from a few hours ago if you missed it:" @internpierre on X 2025-07-23 11:57:55 UTC 1169 followers, XXX engagements
"I am convinced that all of the negative articles about LVMH and other luxury brands coming out of Bloomberg FT Business of Fashion (LVMH is an investor) etc. are to get investors ready for an LVMH miss on Thursday. Examples below: $LVMH" @internpierre on X 2025-07-22 21:20:28 UTC 1175 followers, XXX engagements
"Thailand launched F-16 airstrikes on Cambodian military positions after accusing Phnom Penh of rocket attacks that killed nine civilians and damaged a hospital escalating a long running border dispute. Cambodia countered that Thai forces initiated the clash saying it had no choice but to respond militarily. The violence the worst in years centers on contested temple sites and follows recent landmine incidents and the recalling of both countries ambassadors. China has urged dialogue while political tensions in both nations and strained ties between their ruling families have fueled nationalist" @internpierre on X 2025-07-24 10:08:15 UTC 1176 followers, XXX engagements
"This makes sense because Italians (and people in Milan) wear a lot of athleisure when they go out 🤦🏻♂🤷🏻♂ $LULU" @internpierre on X 2025-07-19 15:34:19 UTC 1169 followers, XXX engagements
"@mamboitaliano__ Unfortunately this is the worst time of year to be in Italy France Spain Greece etc" @internpierre on X 2025-07-23 21:15:14 UTC 1175 followers, 2681 engagements
"The ugliest building in Italy is still more beautiful than the nicest building in Spain" @internpierre on X 2025-07-19 09:57:14 UTC 1174 followers, 6462 engagements
"Chanel should XXX% not be known for watches look what is happening with other brands Louis Vuitton Burberry Tiffany etc. Not sure why @LukeBenedictus is even trying to make this a thing" @internpierre on X 2025-07-23 16:32:48 UTC 1173 followers, XXX engagements
"@Borgz_TDC @IsaacDeSnu49933 @GamesEarlPwns CBS is owned by Paramount look at the earnings reports. Again this isnt political as I dont care about American politics since Im European however its hard to argue with the numbers. Late night shows USED to be popular now not so much and stock price is reflective of it" @internpierre on X 2025-07-23 06:55:43 UTC 1167 followers, XX engagements
"Richemont reported an XX% increase in jewelry division sales for the quarter ending in June beating analyst expectations of 8.6%. The strong performance driven by Cartier and Van Cleef & Arpels. Richemont shares are up XX% YTD. If youre interested in more context here is a transcript from a call with the former CEO of Van Cleef:" @internpierre on X 2025-07-16 06:29:17 UTC 1174 followers, XXX engagements
"@BoF If only somebody had been saying there were problems" @internpierre on X 2025-07-24 18:48:22 UTC 1177 followers, XX engagements
"The United States White House confirmed a new trade framework with Indonesia imposing a XX% tariff on its shoe imports to the US while granting American exports duty free access. Similar agreements have been reached with the Philippines (19% tariff) and Japan (15% tariff) all replacing higher proposed rates and aimed at strengthening supply chain resilience and preventing tariff evasion. India is reportedly close to a deal while negotiations with the EU and Cambodia remain ongoing and Chinas status is uncertain despite a recent minerals trade pact. These deals follow a common pattern of" @internpierre on X 2025-07-24 09:53:11 UTC 1175 followers, XXX engagements
"American Eagle Outfitters stock is up 22%+ after hours given that they announced a new campaign with Sydney Sweeney. Would not want to be short this name since it looks like the retail army has picked it up and is piling into $AEO" @internpierre on X 2025-07-24 04:32:14 UTC 1181 followers, 2682 engagements
"Vuori has appointed Ashley Kechter former global brand president of Fabletics as its new global president to oversee retail e-commerce supply chain and wholesale operations worldwide. With over XX years of experience at companies like Gap Inc. Banana Republic and Restoration Hardware Kechter joins as the brand marks its 10th anniversary and accelerates international expansion. Vuori also named Ed Lee former chief legal officer at Restoration Hardware as its chief legal officer. Founded in 2015 Vuori now operates in over XX countries plans to open XXX stores by 2026 and was recently valued at" @internpierre on X 2025-07-10 13:01:00 UTC 1176 followers, XXX engagements
"Too bad @BillAckman no longer shorts companies. $UHC would be relatively straightforward to do work on especially just speaking to formers who are a year-ish removed UnitedHealth says it is facing DOJ investigation over Medicare billing practices" @internpierre on X 2025-07-24 12:40:59 UTC 1176 followers, XXX engagements
"Interesting article from The Economist on Ferrari $RACE" @internpierre on X 2025-07-02 18:22:25 UTC 1176 followers, XXX engagements
"Bernard Arnault has lost his title as Frances richest individual for the first time since 2017 according to Challenges magazines annual ranking. The top spot now belongs to the Herms founding family whose fortune rose X% to XXXXX billion. Arnaults net worth dropped XX% over the past year to XXXXX billion reflecting LVMHs weakened stock performance amid slowing Chinese demand Trump-era tariff concerns and broader luxury market volatility. Despite the shakeup Frances richest still largely hail from its luxury giants with Chanels Wertheimer family ranked third. Overall the combined wealth of the" @internpierre on X 2025-07-10 12:09:17 UTC 1168 followers, XXX engagements
"Wow $OPEN up 90%+ today. This is why shorting stocks is almost impossible these days the Reddit people are out there again. This company is total garbage but I wouldnt touch it" @internpierre on X 2025-07-21 17:30:43 UTC 1167 followers, XXX engagements