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Gucci取消9月女装秀;爱马仕铂金包拍出天价|二姨看时尚
Group 1: Industry Trends - The global fashion and luxury goods industry is experiencing diverse development, with intense capital market competition and deep brand strategy adjustments [1] - Hermes is accelerating the expansion of its Swiss watchmaking workshop to strengthen its vertical integration strategy [1][10] - Gucci has postponed its Spring/Summer 2026 women's fashion show, indicating a shift in brand strategy under new creative director Demna [1][3] Group 2: Corporate Developments - The CEO of Galeries Lafayette Group has changed, with Arthur Lemoine taking over from Nicolas Houzé [1][7] - Dynamic Treasure Group has been ordered by the Singapore High Court to return 15.5% of SMCP's shares to its parent company [1][10] - Le Coq Sportif has a new owner, with a consortium led by Swiss businessman Dan Mamane acquiring the brand [1][12] Group 3: Financial Performance - Hoka's brand popularity is declining, with a 10% growth in Q4 2025, significantly lower than previous quarters [1][8] - Hermes family has surpassed the Arnault family as the richest in France, with a wealth of €163 billion [1][5] - SMCP reported a 3.4% year-on-year increase in sales for Q1 2025, reaching €297 million [1][10] Group 4: Market Insights - The auction of Hermes' first Birkin bag prototype for €8.6 million highlights the strong growth of the luxury second-hand market [1][4] - Decathlon's acquisition of the French professional cycling team AG2R La Mondiale aims to deepen its involvement in cycling sports [1][9]
明起,爱马仕美国涨价,中国不跟进!| 贵圈
新浪财经· 2025-04-30 00:18
文 | 《贵圈》栏目 闫妍 不缺富人买单的爱马仕,又涨价了。 近日,多家外媒报道称,法国奢侈品巨头爱马仕集团宣布,自 5 月 1 日起将全面上调美国 市场售价,通过 6% ~ 7% 的常规涨价叠加额外提价,将美国加征的关税成本悉数转嫁给 美国消费者。 美国全线涨价后,中国市场是否也会同步进行调价? 《贵圈》致电爱马仕中国官方客服获得回应。客服明确表示:"目前尚未收到中国大陆市场 的调价通知。"同时进一步说明:"我们的商品定价策略没有固定调整周期,价格变动主要 基于汇率波动和原材料成本变化等市场因素综合考量。" 此外,针对近期网络热议的"中国代工厂生产爱马仕产品"传闻,爱马仕客服予以明确澄 清:"爱马仕产品的生产地严格遵循品牌传统工艺标准,鞋履产品主要在意大利生产,腕表 大部分产自瑞士,其余绝大多数产品均在法国制造,没有产品是在国内制造的。" 截至 4 月 29 日,爱马仕市值为 2863.97 亿美元, LVMH 集团市值为 2846.28 亿美 元,超越 LV 后,爱马仕成功问鼎全球最大奢侈品集团宝座。 基本面:市值超LV 问鼎"全球奢侈新王" 近日,法国奢侈品牌爱马仕最新公布的 2025 年第一季度财报显 ...
《明起,爱马仕美国涨价,中国不跟进! | 贵圈》
Xin Lang Cai Jing· 2025-04-29 23:53
Company Overview - Hermès has announced a price increase in the U.S. market effective May 1, with a regular price hike of 6% to 7% to offset additional tariffs imposed on European goods [1][5] - As of April 29, Hermès' market capitalization reached $286.4 billion, surpassing LVMH's $284.6 billion, making it the largest luxury goods group globally [2][3] Financial Performance - In Q1 2025, Hermès reported revenue of €4.129 billion, a year-on-year increase of 9% (7% at constant exchange rates), although slightly below market expectations [3] - The growth rate has slowed compared to Q1 2024, which saw a 17% increase, indicating a potential weakening in growth momentum [3][4] Business Segments - Hermès' leather goods and saddlery remain the primary revenue drivers, growing by 10%, while other segments like ready-to-wear and accessories grew by 7.2% [4] - The watch segment experienced a significant decline of 10%, marking it as the only category with a noticeable drop in revenue [4] Regional Performance - All markets reported growth, with Japan leading at 17% growth to €420 million, followed by France at 14.2% and the Americas at 11% [4] - However, the Asian market (excluding Japan) showed only a 1.2% increase, raising concerns given its significant contribution to Hermès' revenue [4] Industry Context - The luxury goods sector is experiencing a trend of price increases due to rising production costs and currency fluctuations, with brands like Louis Vuitton and Chanel also implementing regular price hikes [8][9] - Analysts suggest that Hermès' price increase may trigger a broader price hike across the luxury sector as brands seek to mitigate the impact of higher import tariffs [8] Market Dynamics - The luxury market is facing challenges, particularly in China, where consumer confidence is low, and sales are expected to decline in 2024 [11][12] - Despite the overall market slowdown, Hermès has demonstrated resilience, achieving growth in all regions except for the watch segment [12][14] Brand Strategy - Hermès maintains a single-brand strategy, focusing on exclusivity and limited production, which helps sustain its high-end image and demand [14] - The brand's unique positioning and strong customer loyalty are attributed to its historical significance and craftsmanship, making it attractive to high-net-worth individuals [13][14]