Richemont2025财年前半年中国销售下降27%
In the first half of fiscal year 2025, Richemont's sales in China experienced a significant decline, with a 27% drop compared to the previous year
Richemont中国销售下降27%,LVMH在中国下降11%,Kering在亚太地区销售下降25%,爱马仕主要业务时尚皮具的第一季度有机收入同比下滑5%
四大奢侈品中国销售都在下降,这四个公司代表80%的奢侈品市场
果然" 奢侈品消费都超过了疫情前的2019年的最高水平!"
The Kering Group 2025 第一季度财报,包括中国的亚太地区销售下降25%
Hermès Quarterly Sales Hurt by Weaker Chinese Luxury Demand
就算是顶级奢侈品Hermes的销售也不及预期,可见就算中国最富的人也在cut back on spending
LVMH的股价跌到了5年来最低水平
In LVMH's first quarter of 2025, the fashion and leather goods division, which includes Louis Vuitton and Dior, saw a 5% drop in revenue, with sales in China declining 11%.
果然中国奢侈品消费超过疫情前的水平