贝恩：2018年全球奢侈品行业研究报告（英文版）（51页）.pdf

1、LUXURY GOODS WORLDWIDE MARKET STUDY, NOVEMBER 2018 THE FUTURE OF LUXURY: A LOOK INTO TOMORROW TO UNDERSTAND TODAY CLAUDIA DARPIZIO | FEDERICA LEVATO 2 Burberry discussion June 2018v3CHI METHODOLOGICAL FOREWORD SCOPE REVISION, TO FOCUS PERSONAL LUXURY GOODS MARKET ON CORE CATEGORIES Market definition

2、 as per Bain luxury study 2017 (May-18) Restated new personal luxury goods market1 Excluding art-de-la-table (now included into High- Quality Design and Homeware) and other residual categories GLOBAL PERSONAL LUXURY GOODS MARKET RESTATEMENT Personal luxury goods market | B Note: (1) Personal luxury

3、goods market includes Apparel, Accessories, Hard luxury and Beauty 3 Burberry discussion June 2018v3CHI GLOBAL LUXURY MARKETS: 1.2T, WITH 5% REAL-TERM GROWTH IN 2018 GROWTH 17-18E Global luxury goods markets | B 2018 +1% +5% K K6%5%5%4%6%6%4%-3%7% K: Growth at constant exchange rates 4 Burberry disc

4、ussion June 2018v3CHI PERSONAL LUXURY GOODS MARKET OVERPERFORMING OTHER LUXURY SEGMENTS IN 2018 Global luxury market by category | % Note: At-home luxury includes Fine Art, High-quality design furniture Out-of-home luxury includes Luxury hospitality, Cruises and Fine dining; Luxury Toys includes Lux

5、ury cars, Private Jets and Yachts Personal luxury goods gaining traction in the last year Intimate and less “showy” experiences are expected to be more valued by consumers, in particular younger ones Luxury Toys and Out-of-home experiences keeping a positive trend, but slowing down vs. the past, app

6、roaching a maturation phase K: Growth at constant exchange rates 5 Burberry discussion June 2018v3CHI Continuing positive momentum for Spirits, boosted by increasing demand for exclusive clubs and craft spirits Low single-digit growth for Wines Strong Food market; “ethical eating” paramount trend, w