在第八届中国国际进口博览会上，中高端消费国际品牌再度齐聚。面对中国国内消费市场的新变化、新 挑战，第一财经记者采访的多位时尚和奢侈品行业高管表示，他们对中国市场的未来充满信心。 拥有蔻驰（COACH）等品牌的美国时尚集团泰佩思琦（Tapestry）首席增长官兼国际业务总裁赛思 （Sandeep Seth）在接受记者专访时表示:"我们预计未来集团75%的增长将来自国际市场，而中国是其中 的最大市场。" 他补充称，进博会是公司了解政策方向、观察其他品牌的动态以及展示自身优势的"综合性的机会"。他 向记者透露，泰佩思琦已经在中国的90个城市开设了近400家门店，并计划在未来几年内再开100家门 店。"所以，在这里听到政府将继续支持增长的开放态度，让我们对在中国的投资计划更有信心。我将 带着这一积极的消息返回纽约。"他说。 对于行业领袖前往中国品牌"探店"的举动，赛思则表示，他"很高兴其他品牌已经开始这样做"，但他同 时认为，"关键不仅仅是与消费者见面和参观这些地方，关键是你如何让你的品牌适应这一代人的价值 LVMH集团腕表部门和旗下宝格丽的CEO让·克里斯托夫·巴宾在接受第一财经等媒体采访时，称赞中国 正在人工智能 ...

Core Insights - The China International Import Expo is viewed as a comprehensive opportunity for brands to understand policy directions, observe competitors, and showcase their strengths [1] - Executives from the fashion and luxury goods industry express confidence in the future of the Chinese market despite new challenges [1][4] - Tapestry anticipates that 75% of its future growth will come from international markets, with China being the largest contributor [1] - LVMH's watch division CEO believes that China's rapid development in new technologies will lead to increased disposable income for consumers [2] Company Performance - LVMH has ended a multi-quarter revenue decline, showing slight growth, while Hermès and Prada reported revenue increases of 9.6% and 8% respectively [4] - Kering's revenue decreased by 5%, but the decline has narrowed significantly [4] - Several brands noted a recovery in the Chinese market, particularly during the National Day holiday sales [4] Market Trends - The high-end consumer market is seeing an influx of Chinese brands, attracting attention from industry giants [7] - Tapestry's executives emphasize the importance of adapting brands to resonate with the values of the current generation [7] - The overlap in consumer demographics between local Chinese brands and international luxury brands is significant, with a 77.3% overlap noted for certain brands [7] Consumer Engagement - Tapestry's executives frequently engage with consumers in various Chinese cities to better understand their preferences [5] - The use of social media platforms like Douyin and Xiaohongshu is highlighted as a means to connect with younger consumers [5] - The competition from emerging Chinese brands is seen as a catalyst for overall market growth and innovation [7]