名校校服“撞衫”LV万元大衣？中国官网已下架，网友：86元享同款

Core Viewpoint - The recent "clothing clash" between a luxury LV coat priced at 16,000 yuan and a school uniform from Changsha Changjun High School highlights the challenges LV faces in the Chinese market, where consumer preferences are shifting towards more affordable options [2][10]. Group 1: Product Comparison - A social media post showcased a comparison between an LV coat and the Changjun High School uniform, noting their high similarity in design, including black and white color schemes and cuff designs [4][9]. - The LV coat, made of 79% cotton and 21% polyamide, is priced at approximately 1,900 euros (around 16,000 yuan) and is currently sold out in most sizes on the overseas website [7][10]. - In contrast, the school uniform is available for customization on various e-commerce platforms, starting at 86 yuan, and is primarily targeted at students [7][10]. Group 2: Market Performance - LVMH's financial report indicates a decline in revenue and profit for the first half of 2025, with total revenue down 4% to 39.81 billion euros, and net profit decreasing by 22% to 5.69 billion euros [10]. - The fashion and leather goods segment, which includes LV, saw an organic revenue decline of 7% in the first half of the year, with a 9% drop in the second quarter [10]. - The Asia region (excluding Japan) has been a significant market for LVMH, but it experienced a 9% decline in organic revenue in the first half of 2025, with a slight recovery of 2% in the third quarter [11][12]. Group 3: Consumer Behavior and Strategy - Consumer confidence in China has been affected by various uncertainties, leading to a slowdown in the consumption market [12]. - LVMH is actively adjusting its strategies in China, including launching immersive experiences like "The Louis" in Shanghai to attract consumer interest [13]. - The CFO of LVMH noted that innovative projects can stimulate consumer interest and drive brand growth in the Chinese market [13].