Morten J. Sørensen’s Post

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Founder & Retail Quant Strategist ➤ I see, illuminate, and transform hidden revenue drivers for luxury brands (€3.5B+ Reoccurring Revenue). Let's talk.

Does BALENCIAGA have a €500M blind spot? I'll let you decide... Exhibit One: A recent public review paints a troubling picture: "Purchased a bag which ripped apart on the first couple of uses, the team has stopped responding and kept our original product for 3 months." This isn't an isolated incident. Exhibit Two: The data reveals a deeper €500M customer loss: → Brand Experience: -€301M → Retail Channels: -€70M → Quality: -€105M → Delivery Excellence: -€55M → End-to-End Returns: -€22M Is the brand chasing artistry over customer excellence? What do customers and shareholders think? Consider the potential transformation if François-Henri Pinault and Kering's executive team were to invest just 140 hours in addressing these critical touchpoints. The impact could be significant. These improvements, if implemented, could unlock a substantial €500M in value. This would not only drive significant growth but also restore shareholder confidence in both Balenciaga and Kering. The question, though, is: Can Kering afford to ignore this? Just imagine if they chose to see instead. #StrategicDetective #CustomerExcellence #OperationalExcellence #LuxuryRetail #BusinessGrowth #ShareholderValue #Balenciaga #Kering #CustomerExperience #BrandReputation #FrançoisHenriPinault

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Kering unveils details from BALENCIAGA’s 53rd Couture Collection, presented at the salons de Couture located 10 avenue George V in Paris. Balenciaga 53rd Couture Collection, Looks 15 & 17. Crafted in the Balenciaga ateliers, this t-shirt presented as part of the 53rd Couture Collection took 70 hours to hand-paint. Its motif is meant to recall music merch. To make the top true Couture, it was assembled in cotton terry molleton, cut, sewn, stonewashed, and faded entirely by hand. Its total assembly time is about 140 hours. A true testament to the Maison’s craftsmanship. Following the presentation in Paris, a selection of pieces is available via exclusive release at the Balenciaga Couture Store located below the House's salons and ateliers Discover the full Balenciaga 53rd Couture Collection on couture.balenciaga.com

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