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30/08/2026

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Substack

17/08/2026

Another fun night at the Feria

03/08/2026

Follow me on Substack and continue the conversation

09/07/2026

A great pleasure to have been invited by The Executives' Association of GB to speak on Precedence, Opportunity and Familiarity on Investment at their monthly event in London today.

Check their page and do not hesitate to reach out and join https://eagb.org.uk/

Onwards and upwards

17/06/2026

"Most retailers are selling products. Ralph Lauren is selling souvenirs."

While the industry drowns in discounts and declining footfall, Ralph Lauren has returned to what made it iconic: aspiration.

From Sloane Square's floral theatre to polo grounds across the UK, the brand isn't selling clothes—it's selling access to a lifestyle.

The product is no longer the hero.

The experience is.

My latest Substack explores how a century-old brand escaped the swamp of boring retail and turned aspiration back into a competitive advantage.

Https://open.substack.com/pub/susanaecclestone/p/ralph-lauren-isnt-selling-clothes?utm_source=share&utm_medium=android&r=13ez01

14/06/2026

Everyone is watching the World Cup.

The smart money may be watching women's football.

While men's football in North America is becoming bigger, more institutionalised, and more expensive, women's football is experiencing something investors spend their careers searching for:

Growth.

📈 Media rights are exploding.
📈 Franchise valuations are accelerating.
📈 Private equity is entering the market.
📈 Sponsorship returns are outperforming expectations.

The biggest opportunities rarely come from buying what everyone already values.

They come from recognising value before everyone else does.

The World Cup may be the spectacle.

Women's football may be the trade.

Read the full article
https://open.substack.com/pub/susanaecclestone/p/footballs-last-inefficiency?utm_source=share&utm_medium=android&r=13ez01

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