Gucci did reach the end of a cycle. In a recent report by AllianceBernstein with contributions from RE-Analytics alternative dataset on distribution channels presence, Luca Solca, head of Luxury at the London based research firm, goes in depth analyzing the 5-year wonderful cycle of Gucci and lists what lays ahead.
The key insight is the growth of the compensation chamber of off-price distribution channels, direct implication that high inventory levels have been reached by the pipeline of distribution, and are no longer selling through as other brands are.
Dataset: Raw Price Stream, available on Bloomberg Enterprise Access Point.