It may be LVMH’s newly-named chairman and chief executive of its Americas division Michael Burke, who first introduced the term ‘hodgepodge’ to the popular press and select financial analysts’ LVMH lexicon.
Anne will explain, but first the latest news.
The Burke appointment comes at a critical moment when the luxury sector is haunted by waning demand and US President Donald Trump’s ever-changing, often daily, tariffs landscape.
LVMH also appointed Burke as nonexecutive chairman of Tiffany’s board of directors. He retains his 2024 appointment as Chairman and CEO of LVMH Fashion Group.
In June and July 2025, AOC has been obsessed with the word ‘hodgepodge’ being bandied about by select financial analysts, with the tangential support of several fashion journalists. Their focus is a lack of branding clarity around Louis Vuitton in particular.
Referring last evening to the issue, I set off again this morning, trying to document the original source of the word. The person may be none other than Michael Burke.
My case for LVMH got a big boost Monday, July 7th with Goldman Sach’s decision to add LVMH to its European Conviction Buy list. Goldman’s Louise Singlehurst recommends investors "look through Q2 softness and Buy into LVMH" as a clear winner in the next luxury upcycle, noting asymmetric risk reward with potential upside of 69% versus 5% downside.
The Goldman analysis also mentioned that the steep selloff of LVMH shares borders on being irrational. This was welcome news after the June 22, deeply-personal, Bloomberg supplied hit piece on LVMH published on BoF.
I then read — again from HSBC, the same financial institution that financed all of Donald J. Trump’s bankruptcy business messes, when no other bank would — that the current Louis Vuitton brand strategy is a “hodgepodge”. Seriously!
Formula 1 [FI] has moved into the fast lane, striking new business alliances with Apple and LVMH starring Louis Vuitton in 2025.
Today we focus on LV and F1, with visuals from the new Formula 1 and the Apple Original Films' highly-anticipated movie movie in F1. The movie starring Brad Pitt and Damson Idris opens June 27.
Fresh off winning the prestigious 2025 Cannes Lions Grand Prix for their partnership with the Paris 2025 Olympic Games, this new F1 relationship announced in late 2024 represents what is called the LVMH “strategic narrative layering” approach across its maisons.
The fastest growing segment of F1 fandom is young women. From AOC’s perspective, layering bottles of Moët & Chandon into the F1 celebration experience, tying it directly to the Louis Vuitton brand experience is simply brilliant.
But hey — what do I understand understand about business in a purely transactional Wall Street world universe? ~ Anne
Maison Keï Akai is proud to unveil DAMIER, a striking new black-and-white group exhibition opening on Thursday, June 12th, in celebration of Grand Prix Montreal 2025 weekend. Drawing inspiration from the graphic elegance of the iconic checkered flag, the exhibition is a bold homage to the visual language of Formula 1 and the energy it brings to Montreal each summer.
AOC’s pleasure in sharing this Maison Keï Akai news flows from the intersection of multiple events, cultural issues and people who have touched my life in very positive ways.
Richard Bernardin: the Heart of Maison Keï Akai’s ‘Damier Exhibition
Breathing “life, sensuality and wisdom” [all Anne’s words] into the Montreal exhibition is internationally-acclaimed fashion photographer Richard Bernardin, whose evocative large-format black-and-white prints will be prominently featured.
Rising model Sara Caballero is styled by Florent Buonomano and Marie-Amélie Sauvé in Louis Vuitton’s [IG] MIRAGE Capsule Collection 2025, released in conjunction with Ramadan. Rising photographer Quentin Saunier [IG] has been shooting consistently in smaller LV campaigns for several years now.
The Louis Vuitton Men Spring 2025 campaign, lensed by Stef Mitchell with Gabriel Moses [IG] as photographer and director, The visual effects continue the major themes Louis Vuitton Men creative director Pharrell Williams introduced at his fashion show held in Paris at UNESCO House.
This season Vuitton Men teamed up with Air Afrique in Paris, a consultancy inspired by those glorious years when all things seemed possible, and a multicultural youth quake took hold around the world.
After his recent role representing Louis Vuitton and his adopted country of France at the 2024 Paris Olympics, Williams was feeling the love of his own humanrace [Pharrell’s skincare brand] family.
The makeup collection will initially launch with 55 lipsticks, 10 lip balms and eight eye palettes. "Working backstage for over 20 years at Louis Vuitton fashion shows, I am thrilled to now play such a key role in the launch of La Beauté Louis Vuitton, which is the result of extraordinary craftmanship, creativity and innovation," says McGrath.
McGrath will continue to oversee her own make-up brand, Pat McGrath Labs, which she launched in 2015 with great success. The LVMH structure for La Beauté Louis Vuitton mirrors the one in place with Guerlain’s Violette Serrat.
Luxury house Louis Vuitton doesn’t need to use three banned in America initials i-e-d when reinforcing the 21st century DNA of the world’s largest luxury brand.
There’s no luxury house that AOC watches more closely than Louis Vuitton in understanding their ‘take’ on where we’re heading culturally. I should clarify that it’s Louis Vuitton Men — more than women’s — that clarifies the brand’s vision in the public sphere.
AOC didn’t understand just how tight former Christian Dior Men’s creative director Kim Jones was with Virgil Abloh, when Jones was at the helm of Louis Vuitton Men’s from 2011-2018 and passed the baton to Abloh as his mentor.
With Pharrell Williams succeeding Abloh [RIP] — we’re looking at a continuous cultural vision for LV that’s about 15 years old across three creative directors who formed their own modern-day rat pack.
As much as AOC loves Louis Vuitton [IG], their ad campaigns can be ho-hum. The Spring 2025 campaign, shot by Steven Meisel [IG] with Louis Vuitton ambassadors Blackpink’s Lisa and actor Ronan Saoirse, is indeed worthy of fashion’s largest, omnipotent luxury brand.
Few luxury houses are associated with an illustrious name like The Fondation Louis Vuitton, the prominent art museum and cultural center located in Paris in the Bois de Boulogne.
Placing two gifted women artists like Lisa and Ronan, who are also Nicolas Ghesquière muses, in the presence of French conceptual artist Laurent Grasso’s artwork for a campaign shot by one of the world’s most celebrated fashion photographers Steven Meisel is a truly definitive statement for the Louis Vuitton Spring 2025 campaign.
The Louis Vuitton Cruise Collection 2025 is the focus of this Flaunt Magazine #195 cover story ‘If and When We Meet, We Conspire’. Flaunt Fashion Director Christopher Campbell styles the fashion shoot in downtown LA. Models Alexis Taylor and Delaney Godbold are captured by David Bellemere [IG]. / Hair by Elsa Canedo; makeup by Dee Daly
The Louis Vuitton Cruise 2025 Campaign is a modernist vision inspired by artistic director Nicolas Ghesquière’s choice of Barcelona, as the site for the actual runway show on May 23.
Specifically, the site was the Hypostyle Room of Antoni Gaudi’s Park Güell, a roofed hall whose mosaic ceilings are a Gaudi signature. There was little actual Gaudi inspo in the clothes on the Barcelona runway and featured now in the new Louis Vuitton campaign shot by Jamie Hawkesworth [IG], with creative direction by Charles Levai and Kevin Tekinel.
Campaign models Cara Schadel, Larissa Moraes,Libby Bennett,Mona Tougaard and Thea Almqvist pose against yet another face of the Mediterranean, writing in photos a love letter to a beloved Barcelona.
The campaign is styled by Florent Buonomano and Marie-Amélie Sauvé. / Hair by Duffy; makeup by Hiromi Ueda
In October, Louis Vuitton added South Korean actor Jun Ji-hyun to its list of star-studded ambassadors. In the November 2024 issue of ELLE Korea, she wears Louis Vuitton in one of FOUR fashion stories focused on the House’s ambassadors.
Photographer JANGDUKHWA [IG], [JANG Duk-Hwa] captures the fashion story, styled by HWANG Jung-Won. / Hair by BAEK Heung-Kwon; makeup by Sino Choi
Louis Vuitton takes the spotlight in ODDA 27’s [IG] “Walk My Way” October 2024 issue. Model Marjan Jonkman poses in ‘The Future is a Beautiful Time’, lensed by photographer Alessandro Timpanaro [IG] with styling by Roberta Console. / Makeup and hair by Manuela Balducci
ODDA’s creative crew travels to Southern Italy’s Puglia region, home to Pescetrullo [IG], designed by the late Gaetano Pesce.
Rising model Mirakela Love, a 5’11” beauty of Norwegian-Gambian heritage, graces the pages of ELLE Australia’s [IG] September 2024 issue. Naomi Smith styles Love in ‘Hello, Sunshine’, a Louis Vuitton fashion story lensed by Kai Z Feng [IG]. / Hair by Ramsell Martinez; makeup by Sarah Uslan
Vogue Taiwan’s [IG] September 2024 issue shimmers with key pieces from Louis Vuitton’s ‘Awakened Hands, Awakened Minds’ high jewelry collection.
Pablo Patane styles the fashion story with jewelry selections by Chat Hsu. Model Ine Michelmann poses for photographer Tim Verhallen [IG]./ Makeup by Tiziana Raimondo
SCMP Style [South China Morning Post] [IG] September 2024 issue turns its attention to Louis Vuitton’s ‘Awakened Hands, Awakened Minds’ high jewelry collection.
The all Louis Vuitton fashions are styled by Brit Cato for models Biliny Mabil and Myriam Chenesseau. Photographer Marco Cella [IG] captures the high-minded jewelry in all its splendor. / Hair by Anne Sofia Begtrup; makeup by Anga Borodina
The first chapter — ‘Awakened Hands’ — is comprised of 100 unique pieces inspired by an important moment in world history. The French Revolution of 1789 brought down the Monarchy and the ancien régime, resulting in the beheading of King Louis XVI and his famous wife, Marie Antoinette.
With the end of royal court rule in France, artisans were free to explore their own creativity and ‘savoir faire’. This cultural explosion in artisan experimentation and free-thinking — coupled with an expanding wealthy clientele supporting their efforts — greeted 16-year-old Louis Vuitton when he arrived in Paris in 1837.
Louis Vuitton Women delivers “a masterclass in modern femininity”, writes Harper’s Bazaar Australia and New Zealand [IG] in a fashion story featuring Lilli Cummings.
Jillian Davison adds graphic motifs, elegant embroidery and glamour-defining gloves to the fashion mix shot at the futuristic new Sydney Metro by Emma Summerton [IG].
Photographer Carlos Teixeira [IG] is “very happy” with his new Louis Vuitton Men's story for GQ Brasil’s September 2024 issue. / Beauty by Junior Queiros and Loriane Leger
Styled by Lucio Fonseca, Pharrell’s fashion tribute to the American West is very much at home on model Abdou Ndiaye, shot in a nature-lovers park in Paris.
Rising model Kuany Atem is styled by Anna Castan in ‘Desert Mirage’, a vibrant, Louis Vuitton summer fashion story. Photographer Vladimir Marti [IG] captures Atem for Grazia International July 2024 [IG]./ Hair by Jean-Luc Amarin; producer Jean-Marc Mondelet
The Louis Vuitton Leather Goods Campaign Spring-Summer 2024 returns to the high seas with an extension of their Louis Vuitton Nautical Summer Capsule that focuses on Vuitton’s best handbags.
Lensed by Ethan James Green [IG] against the ancient backdrop of Mediterranean world waters, the campaign steps into AOC’s earlier Louis Vuitton Nautical campaign discussion of women in the world of Olympic sailing.
Today models Chu Wong, Ida Heiner and Sacha Quenby inspires a deeper question by AOC.
Did Women Sail in Ancient Waters?
Based on our best AI, Phoenician women were known to be skilled sailors who played a crucial role in the maritime trade network of the ancient world. These women were involved in various aspects of seafaring, including navigation, trading, and ship maintenance. Their expertise in sailing and trading helped establish Phoenicia as a dominant maritime power in the Mediterranean.
The scarcity of direct historical records makes it difficult to paint a complete picture, yet through the analysis of artifacts, writings by ancient historians, and mythological tales, we begin to see indications of women's participation.