Personal Luxury Goods in China – Growth & Profitability Impact of Zero-COVID-19 Strategy

  • Public Equity
  • Consumer
  • Greater China


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


  • 2022 growth outlook in light of China’s recent lockdowns, highlighting pricing and category dynamics
  • Competitive analysis – Gucci (PAR: KER) vs Hermès (PAR: RMS) vs Prada (HKG: 1913) and others
  • Channel mix analysis – retail growth and online outlook
  • Lockdown implications on China’s 2022 profitability, as well as medium-term profitability drivers


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