服饰行业周度市场观察第43周

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The diamond market is experiencing a significant decline due to changing attitudes among young consumers, with a reported 50% decrease in demand for natural diamonds in the first half of 2024 [3] - The autumn apparel market is seeing a shift towards diverse styles, with outdoor sportswear becoming a consumer favorite, particularly items like sweatshirts and jackets [5] - Despite a downturn in the Chinese perfume market, it is projected to reach a market size of 44 billion RMB by 2028, indicating potential for growth [9] Industry Trends - The diamond market is facing challenges as young consumers prioritize rational spending over luxury items, leading to a drop in demand for natural diamonds and a rise in interest for gold and colored gemstones [3] - The autumn fashion trends highlight a preference for outdoor and casual wear, with specific colors and materials gaining popularity among consumers [5] - The perfume market, while currently facing sales declines, is expected to grow significantly in the coming years, driven by both foreign and domestic brands [9] Top Brand News - LVMH reported a 2% decline in sales revenue for the first nine months of 2024, with a 3% drop in Q3, primarily affected by economic conditions in Japan and a slowdown in the Chinese market [12] - Zara has managed to maintain growth post-pandemic despite closing stores and increasing prices, attributed to its unique business model and collaborations with high-end designers [12] - Domestic brands like Duck Duck have seen substantial growth in the down jacket market, with online GMV rising from 80 million to nearly 15 billion RMB from 2020 to 2023 [10] Investment Operations - Authentic Brands Group (ABG) and Saks Global have formed a joint venture to enhance luxury brand offerings, aiming to redefine market influence [20] - Alibaba founder Jack Ma's family office is reportedly considering acquiring a minority stake in French fashion brand Sézane, which could facilitate its expansion into the Asian market [20] - Apollo Fund has acquired UK high-end fashion retailer End Clothing from Carlyle Group, focusing on debt reduction and strengthening the company's financial position [21] Marketing Activities - The brand LỰU ĐẠN is redefining "Asian masculinity" through its designs, merging traditional culture with modern fashion influences [23] - The brand Tang Lion has partnered with actress Guan Xiaotong to promote its winter collection, aiming to resonate with young consumers [24] - Recent trends in live-streaming sales have highlighted the success of low-priced men's fashion, driven by unique marketing strategies [24]