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In the Know
Bernstein Research
61 episodes
18 hours ago
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

Hosted on Acast. See acast.com/privacy for more information.

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Business
Investing,
News,
Business News
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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Business
Investing,
News,
Business News
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Maria Meita: Is the Luxury Playbook Broken?
In the Know
23 minutes 54 seconds
2 months ago
Maria Meita: Is the Luxury Playbook Broken?
Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lack of newness. We talk about the two diverging customer profiles, winners in the space and why Brunello Cucinelli is the closest the luxury industry has to a cult. Plus, in this polarising world of luxury where the top 5% of customers make up to 40% of sales, we explore the role of relationship managers, and what’s next for the industry.

Hosted on Acast. See acast.com/privacy for more information.

In the Know
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals. 

Hosted on Acast. See acast.com/privacy for more information.