Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning
How Hermès Defies Luxury Fashion Disruption
In this episode of Business Strategy Talks, Lucas and Luna explore the surprisingly durable competitive moat of Hermès. Unlike most luxury houses that chase scale and celebrity, Hermès has built its advantage on scarcity, vertical integration, and a radical refusal to dilute its brand through e-commerce or outlet discounting. Lucas walks through the numbers: the Birkin bag's estimated lifetime value, the ratio of waiting list demand to production, and the company's decision to open its own silk mills and leather ateliers. Luna challenges the idea that scarcity alone creates a moat…
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