Case Study | Ferragamo & Tod’s - When Heritage Survives but Growth Stalls
In luxury, preserving your heritage is critical — but it’s not the whole game. Ferragamo and Tod’s are two of Italy’s most respected names, both rooted in artisanal excellence and family ownership. They haven’t lost their identity — but they’re struggling to stay culturally and commercially relevant in today’s fashion landscape.
In this episode of When Growth Goes Too Far, we explore why heritage alone isn’t enough. From Ferragamo’s quiet years and creative reinvention under Maximilian Davis to Tod’s challenge of building resonance beyond the Gommino loafer, this is a story of tradition, transition, and the race for relevance.
#Ferragamo, #Tods, #HeritageBrands, #LuxuryStrategy, #QuietLuxury, #MaximilianDavis, #Craftsmanship, #FamilyOwnedBrands, #ItalianLuxury, #BrandRelevance, #CapitalCompass, #FashionCaseStudy, #GrowthVsLegacy
Tod’s Group Sales Decline Amidst Pre-Delisting Phase and Sluggish Shoe Market
Tod’s Group reported a 6.7% decrease in Q1 sales to €252.3 million, driven by weaker shoe sales, a significant revenue drop in Greater China, and negative foreign exchange impacts. Despite these challenges, the Italian luxury fashion firm saw growth in its Hogan and Fay brands and remains optimistic about upcoming collections. This quarter’s report comes as Tod’s prepares for a transition to private ownership after a successful acquisition by Crown Bidco Srl, an affiliate of L Catterton, aiming for strategic long-term growth.
#TodsGroup, #LuxuryFashion, #EarningsReport, #MarketTrends, #BusinessStrategy, #FashionIndustry, #EconomicImpact