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    Luca Solca

    Research Analyst at Sanford C. Bernstein & Co., LLC

    Luca Solca is Managing Director, Luxury Goods at Sanford C. Bernstein, specializing in luxury sector research and recognized among the top-performing analysts covering leading companies such as LVMH, Richemont, Kering, Hermès, Swatch, and Prada. He has consistently ranked at the top of Institutional Investor and Extel surveys, including a No. 1 ranking for Luxury Goods and a top 15 place across all sectors, demonstrating a track record of influential market insights and high success rates. Solca began his equity research career at Sanford C. Bernstein, later becoming Global Head of European Research at Crédit Agricole Cheuvreux and subsequently heading luxury goods coverage at Exane BNP Paribas before returning to Bernstein. He holds an MBA from Bocconi University, a degree in Applied Psychology from the University of Padua, and maintains professional credentials including past registration as a senior analyst in leading investment firms.

    Luca Solca's questions to Birkenstock Holding (BIRK) leadership

    Luca Solca's questions to Birkenstock Holding (BIRK) leadership • Q3 2025

    Question

    Luca Solca from Sanford C. Bernstein & Co., LLC inquired about the company's strategy and specific plans to maintain and increase brand momentum through marketing, collaborations, social media, and other brand equity-building initiatives.

    Answer

    CEO Oliver Reichert emphasized that Birkenstock is a purpose-driven brand focused on communicating the functionality of its footbed. He described the core marketing as 'groundwork'—convincing people to try the product. He also mentioned the 1774 luxury collaboration line as a key initiative to reach new, hard-to-find audiences, but stressed the main mission is giving everyone access to the footbed.

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    Luca Solca's questions to Kering (PPRUY) leadership

    Luca Solca's questions to Kering (PPRUY) leadership • Q2 2023

    Question

    Luca Solca asked for an interpretation of the Gucci leadership change, questioning what issues it aims to fix and the expected timeline. He also pointed out the organic growth gap of Kering's brands versus peers and inquired about the strategic vision for Kering Beauté with Creed as a platform.

    Answer

    Chairman and CEO François-Henri Pinault stated the Gucci change is about bringing a new vision to reignite the brand's creative engine and restore momentum quickly. CFO Jean-Marc Duplaix attributed the performance gap to specific brand issues, wholesale rationalization, and a disciplined focus on brand elevation over promotions. Pinault outlined that Creed provides Kering Beauté with immediate scale, product capabilities, and a distribution network, with significant growth potential in APAC and new channels.

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    Luca Solca's questions to Kering (PPRUY) leadership • Q4 2022

    Question

    Luca Solca asked about the mechanics of the revised brand safety processes, sought confirmation on Gucci's new direction as a mix of timeless and fashion authority, and inquired about the strategy to maintain momentum during the upcoming 'orphan' fashion shows.

    Answer

    Jean-Francois Palus (Group Managing Director) detailed that brand safety will be enhanced through formalized procedures, group-level guidelines, and a new corporate supervision role. François-Henri Pinault (Chairman and CEO) confirmed Gucci's direction is a consistent blend of fashion authority and timelessness, supported by a strong team. He assured that momentum will be driven by strong upcoming fashion shows and major events like the Gucci Cosmos exhibit, dismissing the idea of them being 'orphan' shows.

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    Luca Solca's questions to COMPAGNIE FINANCIERE RICHEMONT AG /FI (CFRUY) leadership

    Luca Solca's questions to COMPAGNIE FINANCIERE RICHEMONT AG /FI (CFRUY) leadership • FY 2017

    Question

    Luca Solca from Exane BNP Paribas asked about the company's plans in eyewear following the Kering partnership, sought clarity on performance by individual watch brands, and inquired about strategic plans to build scale in soft luxury.

    Answer

    Chairman Johann Rupert and CFO Gary Saage described the Kering Eyewear partnership as a logical step to gain scale and expertise, noting its financial impact would not be significant. Rupert declined to discuss individual brand performance but confirmed underperformers receive urgent attention. He acknowledged Richemont is underrepresented in soft luxury but is now seriously focused on growing its leather goods business at Maisons like Montblanc, Chloé, and Cartier, correcting a past bias towards watches and jewelry.

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    Luca Solca's questions to COMPAGNIE FINANCIERE RICHEMONT AG /FI (CFRUY) leadership • Q2 2016

    Question

    Luca Solca inquired about current trends in the watches business, the comparative performance of retail versus wholesale channels, and the recent change in CEO at Cartier.

    Answer

    CFO Gary Saage acknowledged the challenging environment, especially in Hong Kong and for watches in the wholesale channel, but highlighted that the overall retail business for both watches and jewelry was growing. He noted a return to mild growth in Mainland China. Regarding the Cartier CEO change, Mr. Saage expressed confidence in the incoming leader, Cyrille Vigneron, while noting the departure of Stanislas de Quercize was a personal decision.

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