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Birkin Bag

also referred to as: birkin

4 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Feb 20, 2024 by David Rosenthal · said 71 times in 9 episodes since 2023 · across every show →

Mentions by year

brought up most by Ben Gilbert (38), David Rosenthal (33)

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2026 4 mentions in 1 episode
2025 10 mentions in 4 episodes 3 per episode
2024 56 mentions in 3 episodes 19 per episode
2023 1 mention in 1 episode

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Everything said about Birkin Bag, oldest first

Feb 20, 2024 neutral
Insight
Hermès maintains below-market retail pricing to cultivate an image of inaccessibility.
“Hermes is doing the opposite. They want this to happen In order to maintain the image of Hermes, and specifically the Birkins and the Kellys, as a brand and a product that is not accessible to everyone.”
David Rosenthal Feb 20, 2024 ▶ 2:00:47 Hermès (Audio) · Acquired
Feb 20, 2024
Assertion Supported
The Hermès Birkin bag took five years to achieve commercial success.
“They release the product in 1984, and it is not an immediate success. I think part of this is that the Hermes kind of brand transformation modernization was probably still underway. When you watch interviews with particular Pierre-Alexis, he'll talk about this…”
David Rosenthal Feb 20, 2024 ▶ 1:50:54 Hermès (Audio) · Acquired
Feb 20, 2024 neutral
Assertion Supported
Birkin and Kelly bags alone generate 25% to 30% of Hermès revenue.
“In 2020, the Wall Street Journal estimated that about a 120,000 Birkin and Kelly bags were made in that year. That's about 25 to 30% of total revenue coming from just those two bags, which, again, you can't buy.”
Ben Gilbert Feb 20, 2024 ▶ 3:14:54 Hermès (Audio) · Acquired
Apr 14, 2026 neutral
Insight
Rosenthal: French luxury sells an imagined connection to bygone royalty
“The primary ingredient in French luxury is the dream, and specifically the dreamlike connection to French royalty and this, like, mostly imagined past that, you know, if you buy a Birkin bag or if you buy a Louis Vuitton trunk, you too Can be like the bygone F…”
David Rosenthal Apr 14, 2026 ▶ 1:00:55 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
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