2023年全球奢侈品力量报告（中文摘要）-德勤-2024.1-14页_1mb

报告摘要

Global Luxury Goods Power 2023 Summary

Introduction

The 2023 Deloitte report analyzes the global luxury goods market, focusing on trends, top companies, regional performance, product categories, high-growth firms, and emerging technologies. The report highlights key data from FY2022, including sales figures, rankings, and future directions like AI integration and sustainability.

Key Financial Data

Total luxury goods sales for the top 100 companies reached $347 billion in FY2022, up 22% from FY2021.
Composite annual growth rate (CAGR) for luxury goods between 2018-2021 was 28%.
Entry-level sales for the top 100 list increased by 12% compared to FY2021.
Average company size among the top 100 rose by $50 million, while the top 10 share of sales decreased slightly.

Top 10 Companies by Sales

Kering SA (France)
Richemont Group SA (Switzerland)
L'Oréal Luxe (France)
Chanel Limited (UK)
Louis Vuitton SE (France)
PVH Corp (US)
Hermès International (France)
Rolex SA (Switzerland)
LVMH Group (France)
Chow Tai Fook Jewellery Group (Hong Kong)

Notable changes: Kering saw a +2% growth, while other leaders like LVMH and Hermès showed steady performance.

Regional Analysis

All regions experienced double-digit sales growth, excluding France and China, with overall composite net profit margin improving.
Top contributors: Europe dominated, with high growth in Japan, India, and the United States.
New entrants included companies like Diors Corporation Limited and Golden Goose SpA, reflecting diverse geographical expansion.

Product Category Analysis

Key categories: Handbags and accessories led with a 53% share, followed by jewelry and watches at 30% and beauty products at 29%.
Growth varied: Handbags grew at 195%, while jewelry and watches saw 93% increase; beauty had steady but lower growth.
Profits were highest in accessories and jewelry, with challenges in clothing and footwear.

High-Growth Top 20 Companies

New additions dominated by Asian and European brands, such as Chow Tai Fook (China) and Moncler SpA (Italy).
Growth highlights: Chow Tai Fook and others showed strong CAGRs, emphasizing the shift to affordable luxury segments.
Fashion, jewelry, and watches remain core, with Italian companies making a comeback.

Market Trends

Artificial Intelligence (AI): AI is Revolutionizing luxury goods through design innovation, counterfeit prevention, and personalized customer experiences, with challenges in data privacy.
Sustainability and Circular Economy: Tech enables eco-friendly practices like product tracking and waste reduction, enhancing brand trust and transparency.
Future Digital and Experiential Stores: Physical stores evolve into immersive hubs, leveraging digital tools for seamless shopping and sustainability.

Conclusion

The global luxury market remains resilient, driven by digital transformation, regional diversity, and sustainable initiatives, with opportunities for innovation and growth across product categories.

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