全球奢侈品銷售預計2024年下跌2%




全球奢侈品銷售預計在2024年下降2%,成為歷史上最弱的一年之一,根據Bain公司的報告

米蘭(路透社) – 根據顧問公司Bain & Company的報告,今年個人奢侈品的銷售預計將下降2%,這使其成為歷史上最弱的一年之一,因為價格上漲和經濟不確定性縮小了該行業的客戶基礎。

在其對3630億歐元(約3860億美元)市場的密切關注報告中,Bain估計中國的銷售將下降20-22%,這在疫情之前曾因富裕和日益增長的中產階級而經歷了數年的繁榮,如今卻成為了拖累因素。

這些預測考慮了貨幣變動的影響。

Bain的合夥人Federica Levato告訴路透社:“這是自2008-09年危機以來,個人奢侈品行業首次出現下降,除了疫情期間。”

這項周三發布的研究將可能加劇投資者的擔憂,因為該行業目前的低迷狀態已經影響到如LVMH和Kering等公司的股價,並且可能會比預期更長和更深。

Levato表示,全球奢侈品銷售——涵蓋服裝、配飾和美容產品——在假期季節的表現預計將保持平穩,按固定匯率計算,中國的表現仍然是負數。

品牌將產品定位在更高價格帶的轉變,加上因戰爭、中國經濟困境和全球選舉導致的消費者信心下降,讓許多顧客,特別是年輕人,選擇放棄購買。

Levato指出:“在過去兩年中,奢侈品消費者的基數減少了5000萬,總數約為4億名消費者。”

市場的增長前景在某種程度上取決於品牌選擇的策略,包括定價方面。

Bain還指出,價格上漲正在抑制消費者的消費,折扣渠道的表現超過預期,因為購物者尋求更具價值的選擇。

根據Bain的預測,個人奢侈品行業在2025年的增長預計在0%到4%之間,主要受益於歐洲和美洲的銷售,預計中國的復甦將僅在下半年出現。

Levato表示,唐納德·特朗普在美國總統選舉中的勝利消除了不確定性,而可能的利率和減稅將鼓勵美國人增加消費。

與個人商品相比,Bain預計今年在體驗方面的奢侈支出,如酒店和餐飲,將會增加。

這項報告揭示了奢侈品行業面臨的多重挑戰,尤其是在全球經濟不穩定和消費者信心下降的背景下。品牌必須重新思考其定價策略和市場定位,以吸引逐漸縮小的消費者群體。面對如此嚴峻的市場環境,未來的增長將依賴於品牌如何創新並適應變化的消費需求。消費者對價值的追求將驅動市場的變革,因此,品牌需要更加靈活地調整其營銷策略來應對市場的波動。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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