Luxury Goods Industry Pulse: Q1 2025  

How have cyclical trends made an impact on the luxury sector in early 2025?

The luxury goods industry continues to experience cyclical demand shifts, but recent 2025 trends indicate potential investment opportunities. Currently, we believe the sector is attractive overall while maintaining pockets of overvaluation and undervaluation. With recent optimism over economic stimulus and real estate price stabilization in China, as well as growth in the US, investors’ perspectives have rebounded. 
 
The downturn in sales persists with slowed inventory, allowing discounting challenges to surface, particularly for brands without strong distribution control. Download the report to explore the latest Q1 2025 trends and challenges shaping luxury sales across global markets.