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Colossus (Invest Like the Best / Business Breakdowns)Podcast11 Jan 2023Source: joincolossus.comHost: Colossus

Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]

In plain words

This piece explains why Hermès is the ultimate luxury icon. Fund manager Mark Urquhart says its moat is nearly impossible to copy—it deliberately limits supply, avoids online sales, and even destroyed a popular beach bag to maintain scarcity. He sees Hermès doubling revenue in 10 years via US, Middle East, and China expansion. Key holdings: Hermès (70% gross margin, like a software company), Chanel (strong brand but not Hermès), Ferrari (similarly hard to replicate).

AI SummaryAI-generated · may contain errors · verify against the original

At a Glance Hermès, as a top-tier luxury brand, derives its core advantage from the six-generation Dumas family heritage and a unique business model. In 2022, revenue reached $9 billion with a gross margin of 70%. Its iconic Birkin and Kelly handbags maintain high premiums through a scarcity strateg

~13 min full read · 9 sections
Deep Analysis

Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]

At a Glance

Guest: Mark Urquhart, Partner and Head of Long-Term Global Growth Team at Baillie Gifford, who has held Hermès shares since the fund's inception in 2004.

Main Thread: Starting from the origins of the Birkin and Kelly handbags, the report dissects the unique business model built over six generations of the Dumas family at Hermès — French handcrafting, deliberate supply control, rejection of online sales, and no pursuit of short-term growth — and how these choices have constructed the deepest moat in the luxury industry.

The most weighty judgment in the entire episode: Mark Urquhart believes that Hermès' competitive advantage is nearly impossible to replicate — "Economic theory suggests a business like this, there's no shortage of capital to come in... But they're not substitutes."


1. Product and Pricing: How Two "Unchanged" Handbags Support a 70% Gross Margin

Mark Urquhart points out that Hermès' core assets are the Birkin and Kelly, two iconic handbags whose designs have remained unchanged for decades, forming the brand's unchallengeable pricing power.

  • Historical Origins: The Kelly handbag debuted in the 1930s (originally named Sac à dépêche) and became famous in 1956 when Grace Kelly used it to shield her pregnancy bump; the Birkin handbag was named after Jane Birkin's use. The two bags are "completely consistent in style and have never changed." Placing a vintage model next to a new one, "you would know they are the same bag."
  • Price and Secondary Market: The entry-level Birkin costs around $8,500, while rare crocodile-skin versions can reach six figures; the entry-level Kelly costs about $6,500–$7,000. The secondary market varies by year, color, and celebrity association—classic colors (brown, black) and bright shades (influenced by Cardi B, Beyoncé, etc.) can resell at 3–4 times the original price, i.e., $25,000–$30,000. Urquhart emphasizes: "These are investment pieces, and that in itself is very interesting."
  • Gross Margin and Operating Margin: In 2022, revenue was approximately €9 billion, with a gross margin of 70% and an operating margin of 40%. Urquhart comments: "If you look at these numbers without knowing what the company does, you'd think it was a software company. There's no reason it should earn these profits."

Key Data Comparison:

Metric Hermès (2022) Industry Reference
Revenue ~€9 billion ~€1.2–1.3 billion 20 years ago
Gross Margin 70% Software company level
Operating Margin 40% Rare in manufacturing
Leather Goods Share ~50% Core profit source
Scarves/Ready-to-Wear/Perfume 15–20%/20%/5–6% Brand entry-level categories

2. Supply Strategy: The Art of Actively "Not Selling"

Urquhart argues that Hermès's most counterintuitive strategic choice is deliberately restricting supply and refusing to cater to demand, which is precisely the source of its brand scarcity.

  • Bags are almost never sold online: The Hermès website only sells entry-level items such as men's bags and scarves; handbags require an in-store experience. Urquhart explains: "Online revenue is only a low single-digit percentage. They are at the extreme end of the industry's resistance to digitalization. Buying a bag is a ritual—booking an appointment at the flagship store on Rue du Faubourg Saint-Honoré in Paris or on Bond Street, taking an hour and a half, with champagne or tea, and a process of unveiling and unboxing."
  • Waiting lists and customer screening: To become a handbag owner, one must first purchase entry-level items (shoes, lower-end handbags) to become a customer, then enter a waiting list, with an average wait of 1 to 1.5 years. Urquhart points out: "They are actually screening you as a customer. It's not just 'I have money, here I am.'"
  • Classic case: Actively destroying a hit product: About 15 years ago, Hermès launched a canvas beach bag in Japan, priced at around $150, which sold extremely well. Urquhart recounts a story from then-CEO Patrick Thomas: "99.9% of management teams would double down on this. Hermès's reaction was—this is not what we want. They pulled the inventory from shelves, destroyed it, and were unwilling to even discount it. The board gave them a standing ovation." Urquhart concludes: "This touches the true DNA of the company."
  • Production constraints: All products are handmade in French workshops. New workshops require two years to train artisans, and the company plans to add 4-5 new workshops by 2024, corresponding to an annual production growth of about 7-8%. Employee turnover is extremely low—"Once you become a Hermès artisan, there is nowhere else to go in the industry."

3. Family Governance: How Six Generations of Succession Resist the Temptation of "Rationality"

Urquhart emphasizes that the Hermès family manages the business with a "40-year perspective," and this cross-generational mindset is the fundamental guarantee of the brand's long-term value.

  • Shareholding Structure: Approximately 23–24 family branches hold a majority of the shares, with no single dominant shareholder. Urquhart describes: "The family is present behind the scenes, extremely supportive, and allows the company to make long-term decisions. There is no pressure on the board to grow faster."
  • Resisting the LVMH Takeover: A few years ago, Bernard Arnault attempted a public market acquisition. "The world's richest man is not used to losing M&A battles," but the family "just shrugged—'Is that all you've got? You'll never take us.'"
  • Extremely Conservative Capital Allocation: The company does not engage in industry M&A and owns only one or two raw material suppliers. The only attempt was an investment 15 years ago in the Chinese designer brand "Shang Xia," but it has since reduced its stake to a minority position. The balance sheet is flush with cash, and the dividend yield is only about 0.5%. Urquhart comments: "Some say this is an inefficient balance sheet. I think it reflects that they are extremely safe, excellent stewards."
  • Urquhart's Observation: "I met the first CEO, and he said the family looks 40 years ahead. People in their 60s and 70s want to pass this asset to their grandchildren. I've been investing for 25 years, and I can't think of any other company that describes itself this way. Every company says 'we are long-term,' and then the next sentence is about next quarter's forecast. Hermès truly thinks in terms of decades."

4. Competitive Moat: Why "Time" Itself Cannot Be Replicated

Urquhart argues that Hermès's moat stems from the "irreplicability" accumulated over nearly 200 years of history — competitors have tried every strategy (same price, higher price, lower price, identical materials) but have failed to shake its position.

  • Consumer Mindshare: Urquhart's long-standing test: "I ask female colleagues of different ages, 'If you could choose any handbag, what would it be?' Over 90% say Birkin or Kelly. That is the reality competitors face."
  • Uniqueness of European Heritage: Urquhart reflects on why Japan (with its tradition of极致 craftsmanship) and China have failed to produce a comparable brand: "There seems to be something about 'buying into European heritage.' You choose to purchase a piece of that history. It seems somewhat irrational, but that is its beauty."
  • Zero Design Risk: Unlike brands such as Gucci, Hermès's designers (the female designer since 2014) have low name recognition. "I know what Hermès will sell next year. Other luxury companies may be more experimental, but Hermès has no design risk."
  • Urquhart's Competitive Simulation: "If I were given $10 billion and any talent, I would try to poach their artisans, price higher, and find a contemporary celebrity endorser — but in the end, I would give up. I have never encountered a company where I cannot imagine how to compete."

Divergence from Market Consensus: Urquhart believes younger consumers are equally interested in these brands. Although Hermès's core customer base is older, the brand "patiently waits for people to arrive at Hermès."


5. Growth Prospects and Valuation: Is the Certainty Premium Justified?

Urquhart believes that Hermès's valuation (approximately 50x forward P/E) reflects its "near-certain" long-term growth capability, which is the most scarce quality in the current market environment.

  • Growth headroom: Urquhart expects revenue to at least double over the next decade (from €9 billion to €18 billion), driven by: standalone store expansion in "flyover states" in the U.S., Middle Eastern markets (Qatar, UAE, Saudi Arabia), and penetration into third- to sixth-tier cities in China. Currently, Hermès holds only about 4% of the luxury market and roughly 10% of the leather goods category.
  • Pricing power: Historically, annual price increases have been in the mid-single digits, with double-digit increases in 2022 — "No one cares; they just pass it through."
  • Valuation debate: Urquhart acknowledges that "we've been debating the valuation for 20 years," but emphasizes that most returns come from compounding growth rather than multiple expansion (from 35x to 50x). "I look at my portfolio and ask which company will still be around in 2050 — Hermès ranks first."
  • Urquhart's investor lesson: "How do you value longevity? If you can tell me, 'This company will still exist X years from now and can grow at this rate,' that has enormous value. Hermès doesn't need a second act — the first act has been running for 185 years, and it's still playing the same show."

Mentioned Positions

Position Guest Stance Key Data
Hermès Bullish (long-term hold) 2022 revenue €9 billion, gross margin 70%, operating margin 40%, ~50x forward P/E
Chanel Neutral (comparison reference) Revenue close to Hermès level, "excellent brand, but not Hermès"
Kering (Gucci) Neutral (position holder) Gucci is "one of the ultimate indestructible brands," but design risk is higher
LVMH (Louis Vuitton) Neutral (comparison reference) Approximately 40 million LV handbags in Japan, "Hermès will not go that far"
Ferrari Bullish (analogy) Shares the "non-replicability" characteristic with Hermès
Intuitive Surgical Bullish (analogy) Ecosystem and 50-year competitive advantage built through years of operational accumulation
Man United Bullish (analogy) Brand is "indestructible," despite 10 years of poor performance
Tesla Neutral (analogy) Zero advertising spend but global recognition, similar to Hermès
Michael Kors / Coach / Tod's Risk warning Failed to challenge Hermès, "firework brands"
Brunello Cucinelli Neutral (observation) Relatively new brand, "has not yet stood the test of time"
Shang Xia Risk warning Chinese brand invested by Hermès, "never truly grew"

Judgments Worth Remembering

1. "Economic theory says this type of business should be competed away by capital inflows, but what should rationally happen simply hasn't happened." (Mark Urquhart) — Hermès' 70% gross margin and 40% operating margin have "no reason" to exist in manufacturing, yet all competitor strategies (same price, higher price, lower price, same materials) have failed.

2. "The Birkin and Kelly haven't changed their design for decades. If you put a vintage piece next to this year's model, you'd know they are the same bag." (Mark Urquhart) — Zero design risk is the core feature distinguishing Hermès from brands like Gucci. "I know what Hermès will sell next year."

3. "When a beach bag went viral in Japan, Hermès' response was to pull it from shelves and destroy it, not double production. The board gave a standing ovation." (Mark Urquhart) — Actively rejecting short-term demand growth is the ultimate expression of brand DNA.

4. "The family is looking 40 years ahead. People in their 60s and 70s want to pass this asset to their grandchildren. I can't think of any other company that describes itself this way." (Mark Urquhart) — Intergenerational thinking enables Hermès to fend off LVMH's takeover, reject M&A, and maintain conservative capital allocation.

5. "I asked women of different ages: If you could choose any handbag, what would it be? Over 90% said Birkin or Kelly. That's the reality competitors face." (Mark Urquhart) — The "ultimate choice" status in consumers' minds is something competitors cannot replicate through advertising.

6. "If you gave me $10 billion and any talent, I would try to poach their artisans, price higher, and get celebrity endorsements — but in the end, I'd give up. I've never encountered a company where I couldn't imagine how to compete." (Mark Urquhart) — Urquhart believes this is the only company in his investment career where he cannot envision competitive disruption.

7. "Hermès doesn't need a second act — the first act has been running for 185 years, and it's still the same play." (Mark Urquhart) — Unlike tech companies (e.g., Meta, Alibaba) that need to find a second growth curve, Hermès' single brand and single model continue to create value.

8. "I look at my portfolio and ask which companies will still be around in 2050 — Hermès ranks first." (Mark Urquhart) — In an uncertain environment, "near-certain" long-term growth justifies paying a valuation premium (around 50x P/E).