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品牌消费品奢侈品奢侈品价格追踪关税后的思考
高盛· 2025-05-23 18:55
23 May 2025 | 2:46AM BST We update our Luxury Price Tracker, following the Q1 reporting season and given the recent developments on the tariffs front with several luxury peers planning or having already implemented price increases in the US, we take another look at pricing across regions (see previous publication). We closely monitor pricing to assess (i) regional price gaps across brands as well as (ii) underlying price changes to core SKUs to indicate movements in price lists. For reference, our pricing t ...