2022年全球奢侈品市场监测报告（英文）.docx

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1、/r / / / / f /r /532- 二,匕K0ONOlo 山，o_cc山 C0LL- o-N-h Q80UpSSu A-nxr -OdBaNOluce ISHleeoe -LL Aas 1山 )DCtrx13CD1M NgRECAPGlobal luxury markets fully recovering vs. experience-based productsGlobal luxury markets (B 2022E)3535661919657PersonalLuxury GooiYear-over-year(,21-22E) growthCurrent FX+22%Const

2、ant FX+15%Lr* Ja aJIqdsLuxury Cars+6%-1%LuxuryFine Wines GourmetHospitality& SpiritsFood &Fine Dining110%16%12%-+95%+9%-+11%vs. 2019+26%+3%-7%+26%+8%20195 driven by personal and2C+11/13%K区 同)22 +19/21%卜 vs. 2021+4/6% 1K I+8/10%1vs. 2019 jHigh-QualityFinePrivate JetsLuxuryDesignArt& YachtsCruisesFurn

3、iture& Homeware13%13%18%+355%+9%+5%-+10%-+325%Total 2022ELuxuryFine art &toysdesign furnitureLuxury carshindered by continued supply chain disruptions, with car manufacturers increasing interest towardsdirect-to-consumer to enhance experience along the customer journeyLuxury yachtsposting strong gro

4、wth and record order level, with customers increasingly seeking enhanced connection with naturePrivate jetsincreasing demand after pandemic, with rising interest in tflying private9 solutions, although with potential emerging headwinds due to sustainability concernsFine artexperiencing positive grow

5、th for both auctions and dealers, with rising importance of new art hubs in Asia and Europe, and the continuous expansion of cultural boundaries towards diverse artists (Women, African American, Gen Z.)High-quality designcontinuing its unparalleled growth, nurtured by consolidation of new postpandem

6、ic living habits and unceasing desire for functionality, comfort and refined aestheticsFood & beverage experiencesOut - of - home experiencesWinegrowing as social activities revamp, yet partially jeopardized by temporary lockdowns in ChinaSpiritson positive trend, with tstatus spirits1 confirming th

7、eir relevance with younger audiences, and increasingly ,fluid, consumption across sub-categoriesGourmet food andfine restaurantscharacterized by a continuous search for enhanced experiences (with tlocavore, twist), pairing interest in at-homegourmet food with revamped out-of- home (increasingly rura

8、l) fine diningLuxury hotelsaccelerated recovery as tourism further resumes, despite subdued business travel, with ability to deliver enhanced emotions (and connections) through human touch emerging as the new winning factorLuxury cruisesrecovering quickly on the wave of strong interest accrued durin

9、g the pandemic, with highly dynamic offer in the ultraluxury space, as hospitality players tap into the market while bridging the gap between cruises and private yachtingAfter the V-shaped rebound in 20215 record year for personal luxury in 2022 despite TUNA (Turbulence-Uncertainty-NoveIty-Ambiguity

10、)New Covid Crisis Renais-teSortie du temple,iDemocratizationCrisisChinese AccelerationRebootNormal & rebound sance (?)353BMarket proving resilient also against plummeting macroeconomic indicatorsLuxury marketresiliencydriversFY22PERSONAL L U X U RY GOODS+15%l VS 2021 /k 1 Q2 Q3 Q4o Q change v s . 12

11、 1 Q 1 Indexed=IOO)Strongthroughout the year Covid-19 savingsBoost in savings accumulated during covidGLOBALREAL GDP G ROWTHSlackeningquarter after quarterYOLO cultureDesire for living (missed) experiences despite future uncertaintyI N F LAT IONCONSUMERCONFI DENCE I N D EXRising continuouslyLowest i

12、n historyEU ease of Covid- 20th National Congress of theChinese Communist Party19 measuresJun c22Outbreak of Russia-Ukraine WarFeb ,22 - TodayTUNA resilienceReduced impacts of tfTUNA after 2008- 09 crisisTimeline oftheyearOct t22Notes: 9-months 2022 figures are actual numbers, Q4 refers to estimates

13、 Source: IMF, World Bank, OECD DataCovid-19 lockdowns in key Chinese citiesMar ,22- Jun c22A US midterm electionsNov ,22Luxury as an asset class.yj Y? Purchase of luxury products with1 / investment purposes and resaleopportunitiesHoliday Season hard to predict, due to strong 2021 comps, possible mac

14、roeconomic headwinds, China in gradual recoveryPersonal luxury goods market evolution by Q20212022Q1Q2Q3(% I VS 2021)Q1 Q2(% vs 2019)Q4 China recovering to 2021 levelsbenefitting from very limitedlockdowns and a reinforced7%0%BEST CASE+24%consumer confidenceContinued positive performance in US and Europe, deliv