Analyst Corner: Luxury’s Growth Engine Is Changing, with Charlie Poon
5 minutes

Analyst Corner: Luxury’s Growth Engine Is Changing, with Charlie Poon

Analyst Corner
Primary Analyst:
Charlie Poon
Analyst
Contributors
Primary Analyst:
Charlie Poon, Analyst
5 minutes

Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Market Navigator: Global Luxury-Goods Retailing—Transition Amid Consumer and Macro Challenges.

Discover how the global luxury growth engine is changing as the market returns to modest expansion.

Understand why hard luxury and VIC-led brands are proving more resilient while aspirational soft-luxury demand remains under pressure.

Compare the regional outlook, including US resilience and China’s reduced contribution to global growth.

Assess what company revenues, US store traffic and proprietary consumer data reveal about the sector’s widening performance gap.

Questions Answered

  • How quickly will the global personal luxury goods market grow through 2030?
  • Why are hard luxury and brands with deep VIC relationships outperforming?
  • How are the US, China and Europe shaping the recovery?
  • What do brand revenues and US store visits reveal about aspirational demand?
  • Which luxury brands and product categories are US consumers purchasing?

Data in this research report include: Global personal luxury goods market size and growth, Regional luxury market size, Major luxury groups’ revenues, US luxury-store traffic, and US consumer purchase data.

Companies mentioned in this report include: Burberry, Chanel, Chow Tai Fook Jewellery, Compagnie Financière Richemont, Dior, EssilorLuxottica, Estée Lauder, Gucci, Hermès, Kering, L’Oréal, LVMH and Prada.

Other relevant research:

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