LUXONOMY CONFIDENTIAL

LUXONOMY CONFIDENTIAL™ — Luxury ecommerce discovers the anti-Amazon model: 4% of customers generate 40% of Mytheresa sales while scale destroys its competitors

INDEX The executive thesis: luxury ecommerce has discovered that becoming Amazon was precisely the mistake The market: roughly €63–€75 billion of luxury is now purchased online each year The 9 September number: just 4% of Mytheresa customers generate 40% of sales The hidden mathematics: an average customer inside that 4% is worth around 16 times…

LUXONOMY CONFIDENTIAL™ — €574 billion enters the succession decade: Richemont promotes Anton Rupert today and luxury discovers that inheriting a brand may be harder than building one

INDEX The executive thesis: succession is becoming one of luxury’s largest financial risks The 9 September trigger: Richemont elevates Anton Rupert and formalises a transition architecture €574 billion: seven luxury and ultra-luxury companies still under family control Roughly €262 billion of family economic exposure can control companies worth more than half a trillion euros Richemont:…

LUXONOMY CONFIDENTIAL™ — Luxury now has a €50 billion parallel exchange: the resale market is beginning to decide what brands are really worth

INDEX The executive thesis: the secondary market is beginning to determine luxury’s real value The 18 numbers explaining why resale can no longer be treated as a marginal channel From a €50 billion market to a parallel infrastructure for pricing, liquidity and customer acquisition The RealReal: proof that authenticating, pricing and reselling luxury can become…

LUXONOMY CONFIDENTIAL™ — Branded Residences

The report goes far beyond describing the growth of branded residences. It breaks down economics for developers and brands, quantifies global premiums, analyses royalty and capital-light structures, compares major operators, examines the expansion of fashion and automotive maisons, identifies saturation and resale risks, and includes a proprietary economic model, a 100-point scoring framework and scenarios…

LUXONOMY CONFIDENTIAL™ | Who’s who in Dubai luxury 2026: the 100 people shaping the market, with direct LinkedIn access

A map of power across capital, the city, brands, distribution, aviation, destinations, residences, hospitality, gastronomy, jewellery, culture and access to the high-value consumer. Research and verification cut-off: August 30, 2026. Scope: Dubai, including regional leaders and executives whose direct authority materially affects the emirate’s market. Nature: an editorial competitive-intelligence ranking. It is not a ranking…

LUXONOMY CONFIDENTIAL. Luxury’s new gatekeeper is no longer human: the battle to control the billions that AI agents will influence

INDEX Executive intelligence: the 12 numbers explaining the shift Luxury’s new battleground: from attention to algorithmic recommendation The highest-value customer is adopting AI faster than many maisons The hundreds-of-billions problem: how much commerce could be exposed to AI intermediation ChatGPT, Google, Gemini, Shopify and Copilot: who is building the new distribution layer How the luxury…