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The One Percent.
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The Mediterranean season is closing with yachts calling final availability before Monaco. It absorbed an unusual amount of 100-metre-plus tonnage, and the autumn window nobody uses is the value one.
Dior, Versace, Celine, Burberry, Chanel, Kate Spade. Two years of appointments have produced one clear result and one collective reversal, and the variable that separates them is not the designer.
Nobu’s first Miami residences bring 296 homes to a Biscayne Bay site, priced from USD 3 million, with roughly USD 1 billion already reserved. In a branded condo market everyone agrees is oversaturated.
The Badar Family Office has bought McLaren Charlotte and Rolls-Royce Motor Cars Charlotte. Nobody bought a brand. Somebody bought the place where the brand is finally delivered to the client.
Monterey 2026 closed at a record USD 758.3 million, up 75% on last year. But sell-through was flat at 75%: the same proportion of cars sold, at much higher prices. A supply story wearing a demand headline.
Caribbean hotels closed H1 2026 with record occupancy and more than USD 14 billion in room revenue. The consequence is that the region is being rebuilt as a residential and marina market with hospitality as the anchor.
Jonathan Saunders takes up the role tomorrow, ending nearly five years in which no single person owned Kate Spade’s creative direction. Tapestry is applying the Coach playbook, and the question is whether Kate Spade has the same problem Coach had.
Monterey 2026 closed at a record USD 758.3 million, up 75% on last year. But sell-through was flat at 75%: the same proportion of cars sold, at much higher prices. A supply story wearing a demand headline.
Cartier, Van Cleef & Arpels, Tiffany, Piaget and Buccellati have all put major high jewellery collections into 2026. None of it is designed to generate meaningful revenue, and that is the point.
Yacht branding is positioning, not promotion. Four territories dominate the category, most yards claim all four and own none, and in a market of fewer, larger commissions that choice decides who gets on the shortlist.
