Armando Zuccali
Luxury Retail Analytics / Founder & CEO at Gag London Equity Capital Ltd - Head of Facilities, Europe, Middle East & Africa /Thought Leader fashion / luxury business, Strategic Luxury Advisor / Retail & Brand Positioning
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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armandozuccali.substack.comLatest Issues
LIFE, DEATH AND MIRACLES (MAYBE)
On 26 September, in Milan, La Perla returns to the calendar with a collection called, not by accident, “Collection #00”. Not Collection One. Not a relaunch. A zero. The signal is not aesthetic, it is accounting: the Bologna-based luxury lin...
The Movement Moat
The Consensus Read
Every trade voice at Geneva Watch Days told the same story this month. Exports are down for a second consecutive period, but on the ground, at the level of brand executives and shop floors, a different narrative is d...
EXPORTING THE HAND
THE SIGNAL
For years luxury followed the customer wherever money appeared to move fastest. That logic is breaking down. Markets built on resident clients and markets built on transit are diverging. The Americas, led by local demand, are...
The Commons Hedge
VERDICT Cautious Bull on the model as strategy. Neutral on materiality for Richemont equity. The hedge is real and smaller than the exhibition suggests, and no public scorecard exists to test it.
Until 30 September, the island of San Giorg...
THE REPLENISHMENT PREMIUM
20 settembre 2026
The headline, and its small print
On Tuesday 15 September, L’Oréal closed the Paris session worth about €203 billion against about €201 billion for LVMH, according to LSEG data reported by Reuters. It was the first t...
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Luxury Retail Analytics / Founder & CEO at Gag London Equity Capital Ltd - Head of Facilities, Europe, Middle East & Africa /Thought Leader fashion / luxury business, Strategic Luxury Advisor / Retail & Brand Positioning
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