Feb 16Liked by Vince Martin

Very interesting! On the other hand, quality luxury companies like LVMH and Kering are presenting pretty solid results (though they slowed in the 4Q2022).

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Feb 17Liked by Vince Martin

Great article. I think Canada Goose wants to be Moncler but it’s more like a more expensive version North Face. Their products are supposed to be great for really cold weather and long term durability backed by a solid warranty, but then I wonder how many consumers will become loyal repeat customers?

Loved the commentary on the overall market dynamic as well 👍

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