Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
20 Feb 2024 Acquired Hermès
“Yup, which I think is very China focused. It's very interesting to me that they are trying to appeal, especially to a younger demographic, with a lot of their recent perfumes and selling in department stores.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Feb 2024
- Publisher
- Acquired
- Episode
- Hermès
Transcript context
…Yup, and they launched beauty in 2020 with lipstick. Yup, which I think is very China focused. It's very interesting to me that they are trying to appeal, especially to a younger demographic, with a lot of their recent perfumes and selling in department stores. Again, it feels antithetical to Hermes as this pure brand. But on the other hand, it's a continuation of the Apple Watch strategy even further. Yup. There's one more elephant in the room to me that we haven't addressed via the story, which is that the business is a global business for sure, but really today, this business is an Asia business.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.