Altagamma_Worldwide_Markets_Monitor_Spring_2012_Update.pdf

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Worldwide Luxury Markets Monitor
Spring 2012 Update
Milan, 7
th
May 2012
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent
2011: a new peak for luxury goods consumption
WORLDWIDE PERSONAL LUXURY MARKET EVOLUTION (1995-2011E, €B)
Sept 11 SARS $/€
Subprime &
Japan
financial crisis earthquake
Socio-Economic
Turbulence
191
170
159
147
128
108
77
85
92
96
133
133
128
136
167
153
173
+10%
+13%
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011E
2
Holiday season confirmed strong
PERSONAL LUXURY GOODS
MARKET BY QUARTER
HOLIDAY SEASON
•
Another strong holiday season
€173B
4,8
4,8
3,5
4,7 €191B
- Shoppers have been lured with door-
buster deals weeks in advance
- High footfall in department stores
•
Asian market driving growth,
especially
China
and
Hong Kong
+10%
•
Mature markets keeping pace
- US positive results, record of
Black
Friday retail sales
- First signals of
slow down
in
Italy
and
Spain
2010 Q1
QoQ
12%
growth
Q2
12%
Q3
8%
Q4 2011E
10%
• Boom of
on-line sales
starting from
November
3
2011: No signs of slow down for the booming Asian
market, and mature markets showing real strength
WORLDWIDE PERSONAL LUXURY GOODS MARKET BY AREA
YoY ‘10 vs ‘09
YoY ‘11E vs ‘10
@K
@K
+13%
+8%
+10%
+10%
+27%
+2%
+13%
Rest of World
Asia-Pacific
Japan
+16%
+28%
±0%
+9%
+11%
+21%
+29%
-6%
+4%
Americas
+16%
+10%
+9%
+12%
Europe
+10%
+4%
+7%
+10%
4
2011: The rebound of hard luxury is the key contributor to
market growth
WORLDWIDE PERSONAL LUXURY GOODS MARKET BY CATEGORY
YoY ‘10 vs ‘09
+13%
YoY ‘11E vs ‘10
+10%
+3%
+19%
Art de la table
Hard Luxury
Perfume and
Cosmetics
+2%
+23%
+6%
+4%
Accessories
+17%
+13%
Apparel
+12%
+8%
5

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