观点奢侈品

Kering and Hermès tell tale of luxury inequality
Lex专栏:奢侈品也并不平等

While the owner of Gucci and YSL brands is spluttering, Hermès has defied the slowdown
开云销售额大幅下降,爱马仕却顶住了奢侈品消费放缓的压力逆势上涨。奢侈品行业上下游之间的差距可能进一步拉大。

Wealth creation benefits everyone. But when those who have do better than those who do not, luxury stocks — you would think — should outperform. Investors, however, should be focusing on a different sort of inequality. In the context of slowing luxury spending globally, the sector’s companies are increasingly divided between the haves and the have-nots. 

创造财富使每个人受益。但是,当富人比穷人过得更好时,奢侈品股——你会认为——应该表现出色。不过,投资者应该关注另一种不平等。在manbetx app苹果 奢侈品消费放缓的背景下,该行业的公司越来越分为富人和穷人。

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