The turnaround was largely driven by a gradual recovery in China, where sales turned positive again for the first time this year. According to Chief Financial Officer Cécile Cabanis, mainland Chinese consumers showed renewed appetite for high-end fashion and experiences, such as Louis Vuitton’s flagship ship-shaped boutique in Shanghai. While spending by travelling Chinese shoppers remained below last year’s levels, the domestic momentum helped offset earlier weakness and restored confidence in Asia’s contr ...

| 排名 | 公司 | 10月15日股价涨 | | --- | --- | --- | | 1 | LVMH | 12.2% | | 2 | 老铺黄金 | 9.2% | | 3 | Swatch | 8.0% | | 4 | Ferragamo | 7.8% | | 5 | Moncler | 7.8% | | 6 | Prada | 7.7% | | 7 | Hermès | 7.4% | | 8 | Richemont | 6.3% | | 9 | 周大福 | 5.0% | 昨天，法国奢侈品巨头LVMH（路威酩轩）交出了一份展现"良好韧性"的成绩单，为深陷低迷状态的全球奢侈品行业打了一剂强心针： LVMH集团第三季度的营收在有机基础上同比增长1%，扭转了上半年的同步下滑趋势，核心的时装与皮具部门同比跌幅缩窄至2%，而最令人瞩目的是 中国市场重回正增长 这一表现超出市场预期，汇丰银行引用的 Visible Alpha 普遍预期是 LVMH 第三季度整体销售额将持平，时装与皮具部门将下降4%。 在财报发布后的交易日（10月15日），LVMH集团股价大涨12.22%至597.9欧元/股，市值也回升到近3000亿 ...

By Tassilo Hummel and Mimosa Spencer PARIS -LVMH's sales increased by 1% in the third quarter, driven by improved demand in China, offering some solace to a luxury goods sector grappling with a prolonged slump. The rise reported by LVMH on Tuesday represents the first quarter of growth this year for the world's largest luxury goods group, which is seen as a sector bellwether with operations spanning fashion, alcohol and retail. LVMH said in a statement that trends in Asia excluding Japan, a market domin ...

行业企稳迹象 - 奢侈品行业显现初步企稳迹象 最糟糕阶段可能即将过去 [1] - 瑞士手表品牌斯沃琪集团在关键市场看到需求改善迹象 [1] - 巴宝莉同店销售额仅下滑1% 远优于分析师预期的3.7%降幅 股价一度飙升6.6% [1] - 瑞士历峰集团财报超出市场预期 显示行业积极信号 [1] 业绩分化 - Brunello Cucinelli SpA第二季度销售额增长11% 预计全年增长10% 受益于富裕阶层吸引力及美国金融市场走强 [2] - LVMH集团皮具业务遭受严重消费者疲劳 Dior品牌增长"硬着陆" 饮品部门和Loro Piana供应链面临难题 [2] - 巴宝莉同店销售额下滑1%优于预期 但主要基于去年同期暴跌21%的低基数效应 [2] 估值水平 - LVMH远期市盈率约19.5倍 接近五年平均水平底部 [3] - 普拉达集团股价自2月以来下跌约30% [3] - 爱马仕市盈率高达约50倍 市场相信其明星产品需求能抵御经济困难 [3] 复苏前景 - 行业最剧烈"失血"阶段接近尾声 但全面复苏仍遥遥无期 [4] - 9月时装月或带来方向指引 香奈儿、迪奥和古驰等品牌新任设计师将发布新作品 [4] - 只有精准把握消费者变化并有效执行战略的品牌能在分化复苏中脱颖而出 [4]