Intern Pierre
Luxury, Markets, Culture & Analysis - Without the PR Gloss | Passionate guy, curator of taste & vibes
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 290 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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internpierre.substack.comLatest Issues
Nike at a 12-Year Low Just Brought in the Man Running LVMH's Worst Division
“Fools never learn from their mistakes; Smart people learn from their mistakes; Wise people learn from other people’s mistakes.” – Proverb
Since August holidays wrapped up, I was confident that the next four months would be busy. So far, s...
The Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close
CDG Terminal 1 store visits - Burberry's plywood wall, why Bvlgari men's watches prove LVMH should exit the category, and the start of a 20+ city global store check series
“The real voyage of discovery consists, not in seeking new landscap...
HYROX Is Soul Cycle in a Weighted Vest
“The best things in life aren’t things. They are moments, attention, and time shared.” - Art Buchwald
If you’ve followed me for a long time, you know that each time, I’m asked, “Pierre, what is your opinion on the ultimate luxury?” My ans...
Reformation ($REF) IPO Forensics: A $90m Dividend to Permira Six Weeks Before Pricing, $117m of $120m Proceeds to Lenders, and Nine Finance and Accounting Departures in 18 Months
Shein lists 75% below peak, Inditex misses on high expectations, and a third fast fashion IPO shows the classic sponsor pattern - borrow to buy back, borrow to pay a dividend, then sell at the bottom
“Fast fashion is like fast food. After...
LVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale
Bombardier is a TACO trade, Vaccarello out at Saint Laurent, Ferrari shits the bed at Monza, and the sell-side wakes up on Cucinelli
“It is difficult to get a man to understand something, when his salary depends upon his not understanding...
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Luxury, Markets, Culture & Analysis - Without the PR Gloss | Passionate guy, curator of taste & vibes
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