Insight ReportFrance Unrest: First Thoughts on Luxury Retail Impacts John Mercer, Head of Global Research and Managing Director of Retail Research October 21, 2026 Reasons to ReadHow will unrest in France affect the luxury-goods market? We assess the potential impacts on demand, including on the wider trajectory for the European luxury market. This report answers questions including: How much of selected major luxury groups’ sales come from France, and from Europe? What could disruption cost in a quarter? What lasting effects may matter more than store closures? Data in this research report include: Europe luxury goods market size and estimated growth rate; France’s share of group and Europe sales at selected luxury groups; scenario lost sales as a share of year-ago quarterly and annual global revenue. Companies mentioned in this report include: Hermès, LVMH, Richemont, Kering, Galeries Lafayette, Sephora, Vinted and eBay. Other relevant research: Market Navigator: Global Luxury-Goods Retailing—Transition Amid Consumer and Macro Challenges Visit the Coresight Research Fashion and Luxury Hub to explore sector data, reports and company profiles. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for