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Intern Pierre

Covers luxury companies, markets, and culture through independent company analysis and earnings commentary.

https://internpierre.substack.com/

Mentions34
Posts21
Latest post18 Oct 2026
Hermès International Société en commandite par actionsLiberté, Égalité, Louis Vuitton-18 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEBangkok Store Visits - What LVMH’s Q3 Confirmed 18 Months Late-14 Oct 2026
LVMH Moet Hennessy Louis Vuitton SELock-In Season – Singapore Store Visits at ION & Takashimaya-10 Oct 2026
Christian Dior SELitter in the Lion City - Singapore Store Visits at Marina Bay Sands-8 Oct 2026
Kering SAStealth Wealth in Turin - Notes from Hermès and Gucci on Piazza San Carlo-3 Oct 2026
Hermès International Société en commandite par actionsStealth Wealth in Turin - Notes from Hermès and Gucci on Piazza San Carlo-3 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEThe K-Shaped Economy Is Not Over: What Rodeo Drive Store Visits Reveal About Luxury Right Now-23 Sept 2026
LVMH Moet Hennessy Louis Vuitton SESouth Coast Plaza Site Visits: Tiffany's New Blue Box Café, Burberry's ($BRBY) Check Problem and a $7 Gallon of Gas-21 Sept 2026
Burberry Group plcSouth Coast Plaza Site Visits: Tiffany's New Blue Box Café, Burberry's ($BRBY) Check Problem and a $7 Gallon of Gas-21 Sept 2026
LVMH Moet Hennessy Louis Vuitton SENike at a 12-Year Low Just Brought in the Man Running LVMH's Worst Division-16 Sept 2026
NIKE, Inc.Nike at a 12-Year Low Just Brought in the Man Running LVMH's Worst Division-16 Sept 2026
Burberry Group plcThe Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close-15 Sept 2026
Aeroports de Paris SAThe Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close-15 Sept 2026
LVMH Moet Hennessy Louis Vuitton SEThe Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close-15 Sept 2026
Reformation Inc.Reformation ($REF) IPO Forensics: A $90m Dividend to Permira Six Weeks Before Pricing, $117m of $120m Proceeds to Lenders, and Nine Finance and Accounting Departures in 18 Months-9 Sept 2026
Bombardier Inc.LVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale-8 Sept 2026
Hermès International Société en commandite par actionsLVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale-8 Sept 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale-8 Sept 2026
LVMH Moet Hennessy Louis Vuitton SEKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
Kering SAKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
LVMH Moet Hennessy Louis Vuitton SEHumanizing the Wolf in Cashmere - What LVMH's August PR Blitz Is Really Telling You-28 Aug 2026
The RealReal, Inc.The RealReal ($REAL) - 93 Mentions of AI and 1.2 Items a Minute-24 Aug 2026
Ferrari N.V.Ferrari ($RACE) EU Sanctions Violations - A 296 GTS in Minsk Still Wearing Its Brussels Dealer Plates-11 Aug 2026
Bombardier Inc.Bombardier and the Economics of Privacy: Why Saint-Tropez Isn't Dead, the Tourists Just Changed-7 Aug 2026
Ermenegildo Zegna N.V.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Bombardier Inc.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Hermès International Société en commandite par actionsFerrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Ferrari N.V.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Q2 Earnings: The Half-Truth Quarter the Headlines Missed-28 Jul 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Bernard Arnault Joins X: Why CEOs Speak Up Right Before Earnings-27 Jul 2026
Jet2 plcJet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Bombardier Inc.Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Ermenegildo Zegna N.V.Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Rent the Runway, Inc.Rent the Runway ($RENT) Turnaround - Why the Rental Model Doesn't Work-15 Jul 2026