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About this episode
Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler. I am joined by Chris Davies , investment manager at Baillie Gifford to cover Moncler’s story, particularly in the hands of Remo Ruffini. We get into its push to define luxury outerwear and extend outward into other product categories while keeing 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 its own niche. Please enjoy this Breakdown on Moncler. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here . —- This episode is brought to you by 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. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes . Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com ). 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