Anastasia Volkov

Anastasia Volkov analyzes luxury goods with the perspective of someone who grew up in the industry—her family operated high-end boutiques in Moscow before she studied Fashion Business at Parsons School of Design in New York. After working in merchandising for Louis Vuitton and then in brand strategy at LVMH, Anastasia pursued her MBA from HEC Paris to transition into luxury goods equity research. Her industry experience gives her insight into brand positioning, craftsmanship, heritage, and the delicate balance between exclusivity and accessibility that defines luxury. Anastasia excels at analyzing European luxury conglomerates like LVMH, Kering, and Richemont, understanding their portfolio strategies and evaluating which brands have pricing power and sustainable cachet. She tracks emerging luxury consumers in China and other markets, recognizing that luxury goods growth increasingly depends on Asian demand. Anastasia was early to identify which luxury brands successfully attracted younger consumers and prescient about Chinese consumers' impact on the industry. Her analysis covers handbags and leather goods, watches and jewelry, luxury apparel, and the retail strategies brands employ. She understands that luxury investing requires long-term perspective—true luxury brands build equity over decades or centuries. Based in Paris, Anastasia is immersed in luxury culture while maintaining analytical discipline.