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Investment Rating - The report does not explicitly state an overall investment rating for the luxury goods industry, but it indicates a preference for companies with high-end exposure and diversified large/mid caps with margin defensiveness, while remaining cautious on turnaround stories in a tough industry backdrop [7]. Core Insights - The luxury goods market is experiencing price increases across various brands, particularly in the US, as companies aim to offset inflation and tariffs. Brands such as Louis Vuitton, Moncler, Burberry, and Hermès have implemented notable price hikes [2][7]. - The pricing tracker indicates that overall price gaps across regions have decreased, with the US experiencing a tightening price gap with Europe despite recent price increases [3][5]. - China remains the most expensive market for luxury goods, with a premium of approximately 20-25% compared to Europe. However, there is ongoing softness in the luxury market in China, raising questions about consumer appetite [6][7]. Summary by Sections Pricing Trends - Several luxury brands have increased prices in the US, with notable increases from Louis Vuitton (+L-MSD), Moncler (+LSD), and Burberry (+HSD) [2]. - The current price increases are designed to offset a 10% level of additional tariffs, with potential for more global price increases if tariffs rise further [7]. Regional Analysis - The US has seen a recent weakening of the dollar, which has tightened the price gap with Europe, making luxury goods less attractive for American consumers traveling to Europe [3][5]. - Chinese consumers are showing strong demand for luxury goods, particularly in Japan, where spending nearly doubled year-on-year in FY24 [6]. Brand-Specific Observations - Moncler has the largest price gap between Europe and China at approximately 30%, but this gap has compressed significantly over the past decade [7]. - The report highlights that brands are likely to focus on narrowing the price gap between China and Europe, with Moncler seeing further opportunities to reduce this gap [7].

奢侈品牌Burberry欧股上涨近20%。 ...