Kindly note that the deadline to register is February 2nd, 10 AM.

As the luxury sector accelerates into 2026, momentum is building for what may be its long-awaited resurgence.

Join Erwan Rambourg—renowned luxury analyst, equity expert, and author—for an exclusive, high-level conversation on the forces reshaping the global luxury landscape and why this year could mark a decisive inflection point for the industry.

After two years of subdued growth and a shifting relationship with the aspirational consumer, luxury brands are recalibrating—rethinking value, desirability, and relevance in a more fragmented, complex world. This session will offer sharp insights into where the sector stands today, what lies ahead, and how leaders can position their brands to win.

Key themes include:

-What went wrong in the post-COVID luxury cycle—and what has been learned

-How luxury consumers have evolved, from aspiration to intention

- Today’s winners and tomorrow’s leaders in an increasingly polarized market

- Navigating growth amid geopolitical, cultural, and economic fragmentation

- The rise of new substitutes—and challengers—to traditional luxury

- Why there are strong structural reasons to remain optimistic about the sector’s future.

Anout the speaker:

Erwan Rambourg is Global Head of Consumer & Retail Research and a top-ranked analyst covering the luxury and sporting goods sectors. Erwan joined HSBC in 2005 after working for eight years as a marketing manager in the luxury goods industry, notably for Richemont and LVMH. He is regularly featured in the Wall Street Journal and the Financial Times, and appears on CNBC and Bloomberg. He is the author of Future Luxe – What's Ahead for the Business of Luxury (2020) and The Bling Dynasty - Why the Reign of Chinese Luxury Shoppers Has Only Just Begun (2014).