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Core Insights - The luxury goods industry is experiencing a significant turning point in 2024, with a notable shift in market dynamics and brand performance [1][3] - The top ten luxury brands are predominantly French, with six brands from France, highlighting the country's dominance in the luxury sector [1] Industry Overview - The luxury goods market has seen a concentration of market share among major brands over the past two decades, with the top five brands (Louis Vuitton, Chanel, Hermès, Dior, and Gucci) accounting for approximately 72% of industry growth and 82% of profit growth from 2016 to 2024 [1][3] - However, in 2024, this trend of concentration is reversing, with top brands losing market share and the industry entering a phase of differentiation [3] Brand Performance - Louis Vuitton remains the largest and most profitable luxury brand, with 2024 sales of €22.2 billion and an operating profit of €10.9 billion, representing a profit margin of 49% [5] - For the first time, Louis Vuitton's sales are projected to decline by approximately 1.5% in 2024, marking a historic shift in its growth trajectory [7] - Chanel, the second-largest brand, is facing challenges with a projected sales decline of 5% to €16.8 billion in 2024, with significant drops expected in its leather goods category [9] - Hermès stands out with a robust performance, achieving a 13% growth in 2024, reaching €14.8 billion in sales, and is expected to continue strong growth into 2025 [11][12] Additional Brand Insights - Dior's sales are projected to decline by 10.1% in 2024, reaching €12.2 billion, despite a consistent growth rate over the past decade [13] - Rolex's sales are estimated at approximately €11.1 billion, with a 5% growth, although it experienced a 2% decline in volume for the first time since 2009 [13] - Cartier's revenue surpassed €10.9 billion, growing by 3.3% [13] - Gucci faced the largest decline among the top brands, with a 22.5% drop in sales to €7.7 billion [14] - Tiffany's sales decreased by 2% to €5.1 billion, while Prada saw a 2.2% increase to €3.9 billion [15] - Van Cleef & Arpels entered the top ten for the first time, with sales of approximately €3.9 billion, marking an 8% growth [15]