Luxury Goods Industry Pulse: Q4 2025
Luxury sector fairly valued, but opportunities remain.
The global luxury sector is entering a dynamic phase, marked by renewed optimism and evolving consumer trends. After a late-year rally, many luxury shares have realigned with their fair values, yet select opportunities remain for investors seeking growth and resilience.
Despite recent margin pressures from fixed costs, subdued demand, and increased marketing investments, the luxury sector’s core fundamentals remain strong, especially in the US and China. Companies with robust strategies and financial strength are best positioned to protect brand integrity and capitalize on emerging growth opportunities as sales stabilize in Asia and improve in the Americas.
Gain valuable insights into the latest trends, challenges, and growth drivers shaping global luxury sales. Download the report
