Behind the 7% increase in global net revenue to USD 2.6 billion lies a starkly polarized market landscape.
LuxeCO Intelligence, the fashion industry research arm of Luxe.CO, has officially released its latest report: “2025 Down Jacket Brand Development Trends.”
China’s handbag market has already begun to recover.
As Chinese consumers cautiously reengage with the luxury market, major brands are targeting high-income groups with strong economic resilience, centering their strategies around unique and personalized experiences.
Adidas is to strengthen its €80–100 product line in the Chinese Market.
High-end consumption in China remains resilient, but middle-class and entry-level spending have yet to recover.
Arc’teryx’s sales trend in China was indeed somewhat sluggish at the beginning of the fourth quarter, but as the weather turned colder, sales have rebounded.
Nicolas Bos pointed out that growth in the Chinese market was indeed driven by improved performance in Hong Kong and Macao, including both tourist and local customers.
Burberry’s “earned reach” in China increased by 129%, which translated into a 10% increase in new customers in the country.
An LVMH veteran takes the helm of one of the world’s most iconic Cognac houses.
