Luxury investors are a spoilt bunch. Listen to the mood music ahead of first-quarter figures and you would be forgiven for thinking that the sector was facing some kind of Armageddon. True, the discerning investor needs to be mindful of divergent performances, as spending slows after the post-pandemic frenzy. But the surprising thing about this crop of luxury sales is just how resilient many brands are proving to be.
奢侈品投資者是一群被寵壞的人。聽聽第一季度財報公布前的氣氛,你可能會認為這個行業正面臨著某種末日審判。誠然,有眼光的投資者需要注意業績的分化,因為在疫情后的狂熱消費之后,支出有所放緩。但令人驚訝的是,這批奢侈品銷售中許多品牌表現出了驚人的韌性。
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