以下文章来源于Vogue Business ，作者编辑团队 Vogue Business . 打造时尚产业智库 GlobalBlue数据显示，欧洲免税市场的增长来自三个方向：超高净值消费者、美国与中东买家、以及 年轻一代Z世代。而中国游客的消费复苏却陷入停滞。 从2019年到2024年，中国游客在欧洲的免税消费年复合下降8%。相比之下，美国游客的支出增长 12%，海湾国家游客增长14%。欧洲的奢侈品牌重新学会了迎合别的客人——英语、阿拉伯语成为门 店的主流语言。 对于那些曾经依赖中国游客的欧洲零售商，这是一场"静悄悄的地震"。 但中国游客并未消失。如今，他们有高达40%的免税购物发生在日本，远高于2019年的14%。东京银 座的退税柜台重新排起长龙——但这次，他们不再飞十几个小时去巴黎。 航班恢复有限、签证流程繁琐，让欧洲不再"说走就走"；而东亚目的地近、方便、文化亲近，成为最 自然的替代。更重要的是——中国本土的奢侈品零售体验已经不输给欧洲。 疫情三年间，中国的奢侈品零售基础设施迎来质变。从传统的北京SKP、上海恒隆，到近年来持续发 力的南京德基、深圳湾万象城，再到海南离岛免税、品牌自建直营旗舰，消费者在国 ...

LOS ANGELES, Oct. 29, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Brunello Cucinelli S.p.A. (“Brunello Cucinelli” or “the Company”) (OTC Markets: BCUCY) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Brunello Cucinelli is the subject of a report publ ...

Key Takeaways Flotek Industries, NatWest Group and Ermenegildo Zegna are highlighted as breakout stocks.The screening used metrics like price change, 52-week highs, beta and stock price limits.FTK, NWG and ZGN each show strong expected earnings growth for the current year. An active investing approach involves identifying breakout stocks within a defined price range. Sell if the price falls below the lower band and hold for gains if it exceeds the upper band. To that end, Flotek Industries, Inc. (FTK) , Nat ...

Over eight months beginning in February, the 76-year-old quietly bought about ₹1.4 billion ($1.6 billion) worth of LVMH shares, according to The sustained buying spree brings Arnault and his family closer to owning half of LVMH, which he established in 1987 and built into France's largest company, with a market capitalization of ₹302 billion. The move highlights Arnault's lifelong strategy of keeping his wealth centered on LVMH rather than diversifying. An LVMH spokesperson declined to comment on the tran ...

Since our last update, From Cars To Couture - Kering Bets On de Meo (Rating Upgrade), we are sure that the Pinault family and the company’s shareholders are pleased, with performance up 92% (Fig. 1). Our last analysis assessedBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and m ...

Ginger Finds has found a new president in Grégoire Martin, who’s stepping in to help the executive search firm build on its high-touch, relationship-heavy business model. The fresh set of eyes might well be coming in at just the right time as Ginger Puglia, chief executive officer and cofounder, said the luxury industry is only going to continue to change. More from WWD While there were more than 15 creative debuts during the fashion shows this fall — from Demna at Gucci to Matthieu Blazy at Chanel — Pug ...

Kering released its third-quarter 2025 financial results on Thursday, showing it reduced the slump it had seen in the previous quarter. ...

Hermès ( OTCPK:HESAF ) ( OTCPK:HESAY ) shares have uncharacteristically lagged the market and many of its peers so far in 2025, with the stock down nearly 5% YTD.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and ...

财务业绩 - 公司在截至2025年9月30日的九个月内实现合并净收入40.7亿欧元（约47.2亿美元），按固定汇率计算同比增长9% [1] - 公司实现连续第19个季度的增长 [1] - 九个月零售销售额增长9%至36.5亿欧元，由同店和全价销售支撑 [1] - 第三季度零售销售额增长8%，与第二季度表现一致 [1] 品牌表现 - Miu Miu品牌九个月零售销售额增长41%，第三季度增长29%，而其在2024年第三季度曾录得105%的飙升 [3] - 相比之下，Prada品牌九个月零售销售额下降1.6%，第三季度下降0.8% [3] - Miu Miu品牌通过与其合作开发的首款香水Miutine，扩大了在美容领域的业务版图 [5] 区域市场表现 - 亚太地区增长10%，主要由中国内地市场状况改善所驱动 [4] - 欧洲地区增长6%，得到本地消费和旅游消费的支持 [4] - 美洲地区增长15%，并在第三季度显示出连续加速的态势 [4] - 日本市场增长3%，得益于更强劲的本地需求和更高的游客流入 [4] - 中东地区增长21%，尽管由于去年同期基数较高，第三季度增长有所放缓 [4] 战略与运营 - 公司管理层强调业绩的一致性证实了品牌实力和战略的有效性 [2] - 公司持续专注于创造力、卓越产品和工艺，作为持久影响力和长期发展的基础 [3] - Prada品牌通过Prada Galleria、Couleur Vivante和2025秋冬系列等活动持续聚焦创意产出 [5] - 公司对发展轨迹保持信心，专注于能引发情感共鸣的产品和体验，同时进一步提升速度和灵活性 [6][7]

Guerra described Prada’s performance as “resilient, with a twist,” reporting a negative sign in the second part of the second quarter and a “slow, continuous and steady improvement” in the initial part of the third quarter, “not helped by traffic. I would say that traffic is normalizing, leveling off, but we are really reaping benefits from all the work done on retail activities, brands, products, together with our people in the stores across the world.”By brand, at constant exchange rates, Prada ’s retail ...