The Balenciaga crisis of November 2022 is one of the most severe a major luxury house has faced in recent years. An advertising campaign deemed inappropriate — involving children and objects with disturbing connotations — triggered a mass boycott, internal resignations, and a direct public challenge to Kering and to Demna.
What happened next is as instructive as the crisis itself.
The mechanism of the fall
To understand the rehabilitation, you first need to understand the extent of the rupture.
Balenciaga wasn’t just another brand in November 2022. Under the creative direction of Demna (now known by his first name alone), the house had become one of the most discussed luxury maisons in the world — on culture pages as much as fashion pages. The concept of “luxury streetwear,” collaborations with Adidas, the series of “event shows” (at Madison Square Garden, in the metaverse, in a post-apocalyptic setting) had anchored Balenciaga as the most disruptive brand in the Kering portfolio.
That front-of-mind position was precisely what made the crisis inextricable. A less visible brand would have absorbed the shock differently. Balenciaga, with a global young audience and millions of social media followers, saw the crisis circulate at a speed and across a geography few brands had experienced.
The crisis response: what worked
Balenciaga’s immediate response — withdrawal of the campaign, separate public apologies from the house and Demna, transparency about internal investigations — followed standard crisis management protocols. But the management of the following six months is what differentiates this crisis from others.
The brand did not rush the “comeback.” It didn’t orchestrate an immediate counter-communication campaign. It also didn’t replace Demna, signaling clearly that it considered the crisis the result of a failed validation process rather than a fundamentally problematic creative direction.
That bet was risky. It paid off.
Demna post-crisis: reinventing the language
The collections in the two years following the crisis (SS and AW 2023, 2024) show a Demna who reworked his register without abandoning it. The provocation is less frontal, the displacement less systematic. But the creative territory remains recognizable — that way of making clothes speak to political, economic, or cultural questions without naming them explicitly.
The SS2024 collection, presented in the intimate setting of a semi-private room rather than an event show, was read as a deliberate signal of retreat into essentials. Clothes that existed for themselves, not as installations.
This restraint paradoxically strengthened Demna’s creative credibility with specialist press.
The indicators of rehabilitation
A brand rehabilitation isn’t measured in weeks. It’s measured in signals over several years.
On distribution: the Balenciaga boutique network hasn’t been reduced. Product launches continue at normal cadence. The sneaker collections — the Triple S, the Defender — maintain a presence on the secondary market, a desirability indicator that generally precedes official sales figures.
On partnerships: collaborations with third-party creators have resumed, cautiously but regularly. The relationship with Adidas was maintained — which wasn’t a given during the height of the crisis.
On cultural presence: artists and public figures have started wearing the brand publicly again, without generating systematic backlash.
These converging signals indicate that the rehabilitation is underway — not complete, but real.
What this case reveals about luxury
Balenciaga 2022-2026 illustrates a paradox of luxury: the most culturally ambitious brands are the most exposed to reputation crises, but they also have the most significant creative resources to emerge from them.
A patrimonial and conservative luxury brand might have absorbed the same crisis more easily — less media, fewer social channels. But it would also have had less creative capital to reactivate.
The real lesson isn’t that Balenciaga “managed things well.” It’s that luxury isn’t the sector where crises last the least time — it’s the sector where the resources to emerge from them are the most intangible and the most difficult to quantify.
A luxury brand’s desirability isn’t an accounting asset. It’s a collective conviction that can be lost and rebuilt. Balenciaga is in the process of proving that this reconstruction is possible. The speed at which it operates, and the extent of the final recovery, remain to be determined.
