Global Luxury Winners and Losers as China Resets Demand: BI Replay

As luxury earnings season begins, Bloomberg Intelligence’s proprietary China Luxury Goods Survey offers investors a timely read on where high-income shoppers are allocating wallet share — and which brands have the strongest pull. Join Bloomberg Intelligence analysts Catherine Lim, Deborah Aitken, Andrea Ferdinando Leggieri and Abigail Gilmartin as they discuss the survey’s key findings and read-across for Richemont, Swatch, LVMH, Chow Tai Fook, Laopu Gold, Kering, Hermès, Moncler, Canada Goose, Amer Sports and other luxury names. Attendees will come away with a sharper view of which brands can convert aspiration into sales, defend pricing power and capture growth in China’s more discerning luxury demand cycle.