Charlotte Dubois
Founder & Managing Partner
Biography
Charlotte Dubois is the Founder and Managing Partner of Lumière Capital, a Paris-based investment firm specializing in European consumer and luxury goods companies. Charlotte has built a distinguished career spanning 17 years in European equity markets, with particular expertise in the luxury sector's competitive dynamics and brand economics. She previously served as a senior analyst at Comgest and began her career at Rothschild & Co. Charlotte holds a degree from HEC Paris and is a CFA charterholder.
About Lumière Capital
Lumière Capital is a concentrated equity fund focused on European consumer brands and luxury goods companies with enduring competitive advantages. The firm manages approximately EUR 900 million and is known for its deep understanding of brand value and pricing power dynamics.
Presentations at Best Ideas
Lotus Bakeries: The Biscoff Empire and Global Snacking Dominance
Lotus Bakeries has transformed a single iconic product — the Biscoff biscuit — into a global snacking platform spanning spreads, ice cream, and beyond. This presentation analyzes Lotus's remarkable brand extension strategy, its pricing power in an inflationary environment, and the significant white space remaining in North America and Asia. We examine the unit economics of each product category and build a case for continued above-market growth with expanding margins.