Transcript
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.