UBS and Goldman Turn Sellers on Hermès as the Scarcity Story Wears Thin
Monday, October 5, 2026 · 9 min
UBS and, per GuruFocus, Goldman Sachs move Hermès to sell, with UBS arguing non-quota bags and resale supply are making demand cyclical. Plus Frasers Group's luxury push and Harvey Nichols plans, CP Brands' licensing revival of The Limited, and Cue Clothing's collapse next to Hallenstein Glasson's profit jump.
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Show notes
UBS and, per GuruFocus, Goldman Sachs move Hermès to sell, with UBS arguing non-quota bags and resale supply are making demand cyclical. Plus Frasers Group's luxury push and Harvey Nichols plans, CP Brands' licensing revival of The Limited, and Cue Clothing's collapse next to Hallenstein Glasson's profit jump.
In this episode
- UBS downgrades Hermès as weaker scarcity points to more cyclical demand By Investing.com — Investing.com
# Hermès Faces Downgrades from Goldman Sachs and UBS Published: 2026-10-05T07:11:23Z Source: gurufocus.com Language: en ## Story GURUFOCUS.COM Latest News Current Article # Hermès Faces Downgrades from Goldman Sachs and UBS GuruFocus News 10/05/2026 02:11 + GuruFocus.com on Goldman Sachs and UBS analysts have issued sell ratings on Hermès for the first time in over a year, citing…
- Frasers Group CEO Michael Murray on Matches, His Plans for Harvey Nichols and His Intentions for Hugo Boss | Vogue — Lucy Maguire
Frasers Group CEO Michael Murray on Matches, His Plans for Harvey Nichols and His Intentions for Hugo Boss | Vogue # Frasers Group CEO Michael Murray on Matches, Harvey Nichols and Hugo Boss By Lucy Maguire October 5, 2026 Frasers Group CEO Michael Murray Photo: Thomas Chéné Tonight, at a luxury hotel in the 8th arrondissement, Frasers Group CEO Michael Murray is hosting a cocktail party…
- CP Brands Has Plans to Revive The Limited: Reinvent the Iconic Women's Sportswear Brand — WWD
# CP Brands Has Plans to Revive The Limited: Reinvent the Iconic Women's Sportswear Brand Author: Jean E. Palmieri Published: 2026-10-05T04:01:00Z Source: wwd.com Language: en ## Story CP Brands Has Plans to Revive The Limited: Reinvent the Iconic Women's Sportswear Brand # CP Brands Buys The Limited, Plans to Reinvent, Expand the Women’s Brand For the past eight years The Limited has been a…
- Cue Clothing collapses into administration after family feud | news.com.au — Australia’s leading news site for latest headlines — Harrison Christian
# Cue Clothing collapses into administration after family feud | news.com.au — Australia’s leading news site for latest headlines Author: Harrison Christian Published: 2026-10-02T06:40:00Z Source: news.com.au Language: en ## Story Cue Clothing collapses into administration after family feud | news.com.au — Australia’s leading news site for latest headlines # ‘Didn’t get the memo’: Cue empire…