Whalesbook
Luxury market mein filhaal thoda slowdown hai aur LVMH bhi apne top brands par zyada focus karna chahta hai. Isi wajah se, unhone apne Marc Jacobs brand ko bechne ka plan banaya hai.
Ye deal overall $850 million ki hai. WHP Global aur G-III Apparel Group milkar is brand ke intellectual property ko own karenge, 50/50 partnership mein. G-III Apparel toh iss business ko operate karne ke liye lagbhag $500 million invest karega. Ye deal 2026 ke end tak poori hone ki ummeed hai.
LVMH apne collection ko refine kar raha hai, kyunki luxury market mein changes aa rahe hain aur unka Fashion & Leather Goods segment bhi thoda slow dikha hai. Reports ke mutabik, LVMH ne organic revenue mein 1% ka rise dikhaya tha, total €19.1 billion, lekin Fashion & Leather Goods mein 2% ki drop thi. Woh apne sabse strong brands par resources lagaana chahte hain.
WHP Global aur G-III Apparel ka plan hai Marc Jacobs ko naye tareeke se launch karne ka. G-III pehle bhi LVMH se DKNY aur Donna Karan le chuka hai, toh unke paas experience hai. WHP ka brand management platform aur G-III ki operational skills milkar brand ko dobara track par laane ki koshish karenge.
Deal $850 million mein final hui hai, haalanki pehle $1 billion ki baatein chal rahi thi. WHP aur G-III dono $425 million de rahe hain IP ke liye. G-III ka $500 million ka operational investment alag hai. Good news yeh hai ki Marc Jacobs khud Creative Director bane rahenge, toh brand ki creative vision maintain rahegi.
Lekin bhai, sab itna aasan bhi nahi hai. Marc Jacobs brand ko last kuch saalon mein market mein apni jagah banaye rakhne mein mushkil hui hai. Luxury market bhi filhaal thoda uncertain hai, aur G-III Apparel ko bhi recent mein revenue drop dikha hai. WHP Global ka debt-reliant model bhi risk factor hai.
Ab dekhna hoga ki ye naya partnership Marc Jacobs ko dobara kaise shine karwaata hai, kyunki execution kaafi critical hone wali hai.