The hottest Luxury goods Substack posts right now

Jaguar is undergoing a major rebranding and switching to an all-electric vehicle lineup, but they won't have new cars to sell until 2026. This means they are promoting themselves as a brand without tangible products.
The new branding has sparked a lot of negative reactions, suggesting that their attempt to modernize may be seen as losing their identity rather than revitalizing it.
Jaguar is aiming to target wealthier consumers with fewer, more expensive vehicles, moving towards a luxury market rather than competing with mainstream car brands.

Luxury bunkers for the super-rich are designed to withstand disasters, but they depend on social interaction to keep the inhabitants sane. Without community, even the best bunkers can feel isolating and scary.
The trend of building elaborate bunkers has turned into a big business, showing that wealth can create very extravagant survival plans. These bunkers can include features like moats and security systems, but they also serve as places for the rich to show off their preparations.
Despite all the money spent on bunkers, experts question if they would truly protect the wealthy in case of a real disaster. Having a bunker doesn't guarantee survival; it also requires planning and cooperation among residents.

Investing in yourself is always valuable and pays off in the long run
The people you surround yourself with play a big role in your success and growth
Learning from successful individuals who are humble and constantly seeking knowledge is key to personal and professional development

LVMH reported great financial results in 2023, showing growth in revenue and profits.
The company's global presence with a diverse portfolio of luxury brands contributes to its success.
LVMH proposed a dividend of €13 per share, showcasing positive financial performance.

Luxury goods have enduring appeal and never go out of fashion
The company being highlighted is a strong player in the luxury industry with a diverse portfolio of brands and global presence
The company has shown strong financial performance with consistent revenue and cash flow growth, making it an attractive investment option

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Ponant's Commandant Charcot is the first luxury icebreaker cruise ship. It's specially designed to break through thick ice, making it unique in the cruise market.
Operating an icebreaker is very costly. Charcot's building and running expenses are much higher than typical cruise ships, but it tries to offer special experiences to justify the price.
Ponant has created unique itineraries for Charcot that go to places and times other ships can't reach, making each cruise a special adventure for wealthy travelers.

Birkenstock is planning a $10B IPO on the NYSE, generating excitement in the market.
The brand's long history and quality make it a potential investment based on the Lindy Effect.
CEO Oliver Reichert played a key role in Birkenstock's success, increasing revenue and margins significantly.

Housing shortages are common in desirable areas like Lake Tahoe due to a surplus of people and limited housing supply.
The demand for housing in luxury tourist destinations can outstrip supply, turning basic human needs into luxury goods.
There is a growing need to balance market forces with regulatory incentives to ensure fair resource allocation in areas like Lake Tahoe.

Value and price are not the same. People often pay more for brands or status rather than for actual utility.
It's easy to set prices based on user value for certain products, like software, but it’s trickier for physical goods like cars and clothes.
Luxury products have high prices because of the status they carry, not necessarily because they offer more utility compared to cheaper options.

Ferrari sells very few cars each year, making it exclusive and a status symbol for the super-rich. This scarcity helps keep its prices high.
The company is different from most car makers because it focuses on high margins and limited production, rather than just selling more cars.
Ferrari's brand is worth a lot and helps it make more profit compared to other car companies, but investors should be careful about how much extra value they place on the brand when estimating its worth.