The world’s biggest fashion houses are learning to live with slower growth. LVMH’s Q3 rebound and Kering’s cautious recovery signal that the luxury cycle may be bottoming out, but not evenly.

Dan Koh and Audrey Siek dives into how beauty, travel, and Chinese demand are driving the comeback, and why the battle between brand power and consumer fatigue could define 2026.

The world&rsquo;s biggest fashion houses are learning to live with slower growth. LVMH&rsquo;s Q3 rebound and Kering&rsquo;s cautious recovery signal that the luxury cycle may be bottoming out, but not evenly.
Dan Koh and Audrey Siek dives into how beauty, travel, and Chinese demand are driving the comeback, and why the battle between brand power and consumer fatigue could define 2026.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

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