Business Breakdowns
Episode 218 Moncler: The Après Playbook
Business Breakdowns

Episode 218: Moncler: The Après Playbook

Business Breakdowns

Episode 218

Moncler: The Après Playbook

Chris Davies is an investment manager at Baillie Gifford. We cover Moncler's evolution from making mountaineering gear into a luxury fashion empire, the strategic imperative behind their acquisition of Stone Island, and how their shopping experience differentiates the brand in the crowded outerwear market.

This episode is brought to you by:

Octus. Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit ⁠⁠octus.com⁠⁠ to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.

Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:04:31) Moncler’s Iconic Products

(00:06:47) Historical Evolution of Moncler

(00:11:48) Moncler’s Three Pillars

(00:24:58) The Stone Island Acquisition

(00:32:39) Estimating the Luxury Outerwear Market

(00:33:58) Moncler’s Market Influence and Growth

(00:35:48) Defining Quality in Luxury Brands

(00:36:47) Moncler’s Down Integrity and Customer Experience

(00:41:46) Managing Supply and Demand in Luxury

(00:47:18) Capital Allocation and Growth Opportunities

(00:55:03) Risks and Challenges in the Luxury Market

(00:58:46) Key Lessons from Moncler

Moncler: The Après Playbook

Introduction

Matt
This is Matt Reustle and today we are breaking down Moncler. You know, their down jackets, their stylized M logo. It's the mix of style and substance that blends into the brand history and evolution of Moncler. I was joined by Chris Davies, investment manager at Baillie Gifford, to cover Moncler's evolution, particularly in the hands of Remo Ruffini. And we get into the push to define luxury outerwear, extend outward into other product categories and keep that core DNA of fashion and function. This is a particularly interesting episode for anybody interested in the luxury market generally and Moncler's push to carve out their own niche.

From Mountains to Milan's Streets

Matt
All right, Chris, excited to have you here to cover Moncler. It's a product, a brand that I think most would be familiar with, but maybe we can just start out by covering an introduction to the business itself. What does Moncler entail? And just a little bit of an overview on the business itself to kick off the conversation.

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincolossus.com