Research
FORUM TRANSCRIPT

Personal Luxury Goods in China – 2022 Sales & Profitability Challenges

  • Public Equity
  • Consumer
  • Greater China
PREMIUM

Specialist

Director at LVMH Fashion (Shanghai) Trading Co Ltd (LVMH Moët Hennessy Louis Vuitton SE)

Agenda

  • China coronavirus restrictions’ sales impact on the soft luxury category – 2022 growth outlook, demand recovery dynamics and volume and pricing trends
  • Opportunities to offset sales declines in physical retail through online channel growth
  • Competitive analysis – Gucci (PAR: KER) vs Hermès (PAR: RMS) vs Prada (HKG: 1913)
  • Sales decline implications on profitability in 2022

Questions

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