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Cedric Norris

Vice President and Equity Research Analyst at Morgan Stanley

Cedric Norris is a Vice President and Equity Research Analyst at Morgan Stanley, focusing on the consumer sector with expertise in European food companies. He covers major firms including Lindt & Sprüngli and other branded consumer companies, leveraging rigorous market analysis to provide investment insights. Norris began his career in equity research in the early 2010s and joined Morgan Stanley after prior analyst roles at other leading financial institutions, where he gained experience in both consumer staples and discretionary sectors. He holds FINRA Series 7 and 63 licenses and is recognized for his analytical contributions and sector expertise, regularly being cited in industry reports and earning recognition for the depth and accuracy of his coverage.

Cedric Norris's questions to LuxExperience B.V. (LUXE) leadership

Question · Q1 2026

Cedric Norris asked about consumer appetite for bolder fashion looks versus quiet luxury, the impact of recent creative director changes on interest in the luxury category and specific brands, and performance by product category.

Answer

CEO Michael Kliger observed a shift towards bolder, more colorful, and feminine styles from new designers, generating increased buzz and interest, though consumer appetite will be clearer when collections drop in February-April. He emphasized that quiet luxury brands like Zegna and Brunello Cucinelli will continue to succeed. Kliger highlighted clothing/ready-to-wear as a key growth driver, supported by diverse client lifestyles including vacation themes, and noted strong traction in fine jewelry on digital platforms for pieces in the EUR 20,000-50,000 range.

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