Em meio à fraqueza do consumidor, a demanda de luxo continua forte
Demanda Forte Apesar da Fraqueza do Consumidor
As marcas de luxo enfrentam fortunas mistas à medida que a economia global experimenta a fraqueza do consumidor em meio à pandemia do COVID-19. Embora algumas marcas sofisticadas resistam melhor à tempestade do que outras, sua rica base de clientes permite que continuem negociando em condições exigentes. No entanto, a empresa de publicidade on-line Criteo também descobriu que muitos consumidores de baixa renda continuam comprando em produtos de luxo, com 54% dos compradores de baixa a média renda planejando gastar o mesmo ou mais em produtos de luxo. Da mesma forma, a PwC informa que mais de um quarto dos consumidores globais ainda estão comprometidos com a compra de bens de luxo, com 21% indicando que planejam aumentar seus gastos nos próximos seis meses.
Desempenho da marca
Capri's recent results have been more challenging than anticipated, with total revenue down 6% year-over-year to $1.51 billion. Wholesale revenue was down 20%, mainly driven by a decline in sales of Michael Kors products. However, Capri's retail sales, including sales at Versace and Jimmy Choo, are promising, leading analysts to believe that the conglomerate is in a good position over the longer term.
Tapestry, which includes brands such as Coach, Kate Spade, and Stuart Weitzman, has had a relatively positive quarter, with gross margin expanding and the company beating its guidance. Ralph Lauren has also been executing a successful comeback despite ongoing consumer wariness, with net revenue up 1% to $1.8 billion in the most recent quarter. Finally, Kering's performance has been undermined by Gucci, which accounts for nearly half its revenue, leading analysts to speculate about the brand's future.
