Webinar

2024 Luxury Goods Outlook: Early Recovery Signs, Full Repair and the Mid-Term View

On Demand
Duration: 60 Minutes
Original Date: February 28, 2024

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Global Luxury Goods are expecting a tale of two halves with early challenges in most companies yielding to improvements later in the year as the industry rebuilds in China and travel retail. Consumer confidence, inflation and interest rate forecasts across key European countries, the US and China are major drivers for shopper behaviour. Investor expectations appear preoccupied with tough 1H24 comparisons after mixed 2023 results, but we are optimistic about mid-term opportunities for the industry.

Please join Deborah Aitken, Bloomberg Intelligence Senior Luxury Goods Analyst, and Tom Orlik, Bloomberg Economics Global Chief economist, as they share their data, analysis and insights to link the luxury goods market and global economic landscape.

Speakers

Deborah Aitken

Senior Analyst

Bloomberg

Deborah Aitken is the Senior Equity Analyst for Global Luxury Goods at Bloomberg Intelligence (BI) since 2011. Her other consumer coverage areas in BI include Global Beauty, Home and Personal Care. Deborah’s Luxury Goods coverage includes LVMH, Hermes, Kering, Richemont, Farfetch, Prada, Moncler, Swatch, Pandora, Burberry, Tapestry, Capri, Canada Goose and Salvatore Ferragamo. Her consumer coverage also includes Procter & Gamble, L’Oreal, Unilever and Estee lauder, among others. Publishing daily and interacting with Bloomberg terminal users on queries around her coverage lists, she also appears as a guest on TV and radio and takes part in internal and external panels and webinars to discuss her research and industry insights. Prior to joining Bloomberg Intelligence, Ms. Aitken was a sell-side equity research analyst, starting her career at SG Warburg, afterwards UBS, covering European strategy. In 1998 she switched to sector equity research coverage with focus on apparel, footwear, luxury goods and sports, and gradually expanded to cover beauty, home and personal care, and food manufacturing. Ms. Aitken began her career in chartered accountancy. Ms. Aitken has been a top ranked analyst several times by “Extel”, within varying segments of the consumer sector. About BI Bloomberg Intelligence (BI), Bloomberg’s research arm, provides in-depth analysis and data sets on industries and companies as well as the government, credit, and litigation factors that can impact decision-making. BI's team of nearly 350 research professionals covers 135+ industries and 2,000+ companies globally, all backed by data from Bloomberg and 500+ third-party data contributors.

Tom Orlik

Chief Economist

Bloomberg

Tom Orlik is Bloomberg’s Chief Economist, based in Washington DC. Previously, Tom was the Chief Asia economist for Bloomberg and China economics correspondent for The Wall Street Journal, based in Beijing. Prior to a decade in China, he worked at the British Treasury, European Commission, and International Monetary Fund. He is the author of Understanding China’s Economic Indicators (FT Press) and China: The Bubble that Never Pops (OUP).

Rod Turnbull

Regional Content Analyst

Bloomberg Intelligence

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