Intern Pierre

Luxury & markets analysis without the PR gloss. On-the-ground channel checks from Monaco to Madison Ave. Coverage includes LVMH, Ferrari, RH, Hermès, Cucinelli

[Intern Pierre @internpierre]

Brunello Cucinelli's whole pitch to investors: we make scarce, beautiful things and demand exceeds supply

So why is this exact shoe, same SKU, to the digit, selling full price on their website AND 40% off at their outlet? 🧵

$BC.MI

[Intern Pierre @internpierre]

@bjmtweets @hereispolo @ConsensusGurus What’s your experience in the French market specifically?

[Intern Pierre @internpierre]

@DeItaone He’s said this 100x times eventually he’ll be right

[Intern Pierre @internpierre]

@bjmtweets @hereispolo @ConsensusGurus lol send that over when a reputable company not Vanysa in India does market entry DD. Come on man, I started Intern Pierre to help people like you and regular retail out. I’m certainly not the smartest human in the world however a “research firm” in India has no clue…

[Intern Pierre @internpierre]

@bjmtweets @hereispolo @ConsensusGurus lol 🤦🏻‍♂️try telling a French person have an energy drink over a coffee and cigarette and see how it goes

[Intern Pierre @internpierre]

@bjmtweets @ConsensusGurus Please let me borrow every share you own to short more

[Intern Pierre @internpierre]

@ConsensusGurus @bjmtweets No I don’t like it, but was surprised to see it on sale (fairly rare for promos like that here unless they’re sitting on a lot of inventory)

[Intern Pierre @internpierre]

@Polymarket @crumbl My European mind can’t comprehend this

[Intern Pierre @internpierre]

@ConsensusGurus @bjmtweets Saw this at a rest stop in France the other day $CELH

[Intern Pierre @internpierre]

A London credit fund launched a strategy that originates loans collateralized by Ferraris, seeded by its own multistrat vehicle. Asset backed lending where the asset seems to be seeing more depreciation daily. Hard to imagine there isn’t some financial fuckery going on here $RACE

[Intern Pierre @internpierre]

@coff_ey I’ll push back on that a bit, I don’t think the brand makes anything for women above a size 18 (Lululemon goes up to 20). People who work their have said that Alo goes out of their way to not advertise to plus size clients etc

[Intern Pierre @internpierre]

Counted 15+ ALO shopping bags during aperitivo in Saint-Tropez last night. People aren’t just wearing it, they’re buying it.

ALO is everywhere here right now.

The question for $LULU is can ALO keep its foot on the gas?

[Intern Pierre @internpierre]

@helloitslynne @gazar47 lol

[Intern Pierre @internpierre]

@gazar47 lol probably why I’m still an unpaid intern

[Intern Pierre @internpierre]

@signulll Being fat is no longer tolerated in society and GLP-1s help people out with this

[Intern Pierre @internpierre]

@MiniRetireMatt Yikes one of the many reasons why the US economy seems to be a house of cards

[Intern Pierre @internpierre]

@unusual_whales lol yeah of course over a long enough timeline there will be another crash

[Intern Pierre @internpierre]

@WSJ lol 🤦🏻‍♂️

[Intern Pierre @internpierre]

@WSJ Of all the news in America you’re going with a government official doing his job 😂

[Intern Pierre @internpierre]

@WSJ Why’d it take so long for media to cover this? Seems like a pretty serious event over in the UK

[Intern Pierre @internpierre]

@i84665133202516 I have no idea, will have some ordered to see for comparison. That said a number of people have said they like it.

[Intern Pierre @internpierre]

Very interesting data point $BC.MI

[Just Another Pod Guy @TMTLongShort]

This is not a paid post or some shit but I have found the quality vs price ratio for cashmere sweaters and shirts from Quince to be the best of any D2C brand I’ve ever encountered.

Started off with one or two sweaters a few months ago and I think I’ve spent at least $5k on the site since then.

No idea how well their stuff endures but frankly at this kind of price I don’t really care.

Insanely comfortable and well-fitting.