What was Skims thinking?

Plus: Luxury brands are not engaging, and Julie makes pharma fun.

Morning,

Happy 4th to all.

The Cannes recovery continues. My packed packing cubes are still on the floor as I needed to pack for a quick NYC trip for work. I’m in and out, but Kirsten’s there until Thursday, say hi.

If you only read one thing in this letter, I recco: LOW LUX or WILL NOT MAKE SENSE.

As always, the lens of this letter is a best-of-the-best o…