Published positions on brand architecture,
price structure and cultural relevance.

Houses examined

Every company named in Signals, with the edition that examines it and what the public record shows.

• Adidas and Yeezyremaining Yeezy stock sold in drops for around EUR 750m (2023) and EUR 650m (2024); none held after 2024 · Vol. 04
• AlphaTauriproprietary substance (Taurobran membrane, 3D Knit); visibility is not context · Vol. 01
• Amer SportsSalomon and Arc'teryx as category extensions carried by owned substance · Vol. 01
• arenaswimming authority priced at the top; the €65 to 180 corridor left open · Vol. 02
• Audemars PiguetRoyal Pop with Swatch, May 2026: the first partner from outside Swatch Group · Vol. 04
• Birkenstockengineered distribution and door-level allocation · Vol. 03
• BlancpainScuba Fifty Fathoms with Swatch, September 2023 · Vol. 04
• Buchereracquisition announced by Rolex, 24 August 2023 · Vol. 04
• Burberryprice ladders re-sorted by category authority · Vol. 02
• Como 1907a six-rung ladder built before the audience existed · Vol. 02
• Dr. Martensdirect share up to 64.8 percent while operating margin fell from 25.2 to 4.7 percent · Vol. 03
• EssilorLuxotticabought Supreme for $1.5bn in 2024 to preserve its direct model · Vol. 04
• Ferraria brand entering a new category, read against owned substance and context · Vol. 01
• Foot LockerNike share of merchandise purchased fell to 59 percent in fiscal 2024 · Vol. 03
• Hermèsgrowth stated in craft hours; price increases quantified in public · Vol. 02
• Monclerentry price for outerwear stated by management · Vol. 02
• Nikefrom 110,000 to 40,000 points of distribution, then the return to wholesale · Vol. 03
• Omega and MoonSwatchnon-limited MoonSwatch sold only in Swatch stores; over one million by January 2023 · Vol. 04
• Onwholesale-majority model with a 62.8 percent gross margin · Vol. 03
• Pierre Cardinthe substance was real; licensing lost the context · Vol. 01
• Porsche Designclose to five decades to bring the lifestyle extension fully inside Porsche AG · Vol. 01
• RhudeComo 1907 fourth kit limited to 1,000 pieces · Vol. 02
• RolexCertified Pre-Owned (2022), Bucherer (2023), Bulle site (2029): the resale price moved indoors · Vol. 04
• Salomon and Arc'teryxtechnical credibility as owned substance; Salomon above $2bn in 2025 · Vol. 01
• Supremebought by VF for a $2.1bn base price, $880m written down, sold for $1.5bn · Vol. 04
• Swatch Groupoperating profit from CHF 1,191m (2023) to CHF 135m (2025) · Vol. 04
• Swiss watch industryabout 2.3 million units removed in two years while value held · Vol. 02
• VF Corporationnamed a $1bn Supreme opportunity; revenue stayed near $0.5bn · Vol. 04
• Vilebrequinpriced from €180 above the open swimwear corridor · Vol. 02