In this exclusive conversation, AlphaSense Partner Steve Clapham, founder of Behind the Balance Sheet, and Sascha Rowold, acting CMO and CDO to the Chairman at LVMH’s family office, unpack the internal and external pressures facing Kering and its flagship brands, including Gucci and Balenciaga.

Drawing on deep operational and strategic experience across global retail and brand management, Sascha offers a unique lens into the forces reshaping luxury — particularly in key markets like China and North America. Together, the speakers will explore shifting demand patterns, recent leadership transitions, and the trade-offs between growth and brand exclusivity.

This session will provide investors and operators alike with critical insights into the future of Kering, the high-end fashion industry, and the competitive dynamics shaping the sector in 2025 and beyond.