Valentino Pre-Fall 2025 Milan

[Nimsay]

China's economy is crashing. Of course they're not buying Valentino...

Those two companies Evergrand and Country Garden sent shockwaves to every Chinese that their money is not as safe as they thought. Likely anything outside of food and shelter is being looked at closely no matter who you are.

I always thought their whole China focused development was foolish since China was only China because Wall St needed someone to make $1 spatula for the place with all the money - The United States. Like Americans are moving to an isolationist framework, wanting to move production back to stateside - therefore China is the first to go since their whole economy is built on the US not making anything stateside.

Again, too many high level people who don't understand how money works or flows.. I wouldve had two stores in China this whole time waiting for them to crash...then my two stores will look genius as everyone else is shutting down their boutiques in the random chinese village they opened in.

 

[Nimsay]

We cannot overlook the monumental issue Valentino faces after 3P tenure - the glut of sale items. The brand has been saddled with a vast inventory of undesirable stuff... Go into any department store and the majority of V is on sale with only a small percentage of new-in AM and timeless pieces at full price.

 

[JohannesL]

China's economy is crashing. Of course they're not buying Valentino...

Those two companies Evergrand and Country Garden sent shockwaves to every Chinese that their money is not as safe as they thought. Likely anything outside of food and shelter is being looked at closely no matter who you are.

I always thought their whole China focused development was foolish since China was only China because Wall St needed someone to make $1 spatula for the place with all the money - The United States. Like Americans are moving to an isolationist framework, wanting to move production back to stateside - therefore China is the first to go since their whole economy is built on the US not making anything stateside.

Again, too many high level people who don't understand how money works or flows.. I wouldve had two stores in China this whole time waiting for them to crash...then my two stores will look genius as everyone else is shutting down their boutiques in the random chinese village they opened in.

In every real estate bubble, one person's loss is always another person's gain! There are people benenfiting from the corrupted economy and making tons of money when the real estate market was booming, which leads to the luxury companies to believe that country was one of their major markets. Didn’t the Japanese share the same pattern in the 80s? At the end of the day, the crash of the economy will only tell those companies who their real customers are since the real rich people in the country holding foregin countries green cards and traveling frequently are only getting richer and richer like in the U.S. And there will not be enough so-called upper-middle class to substatain so many stores in that countries.

 

[Ninocka98]

Well, he’s one dimensional designer