全球奢侈品巨头报告-德勤-英-78页.pdf

GlobalPowersofLuxuryGoods2023GamechangingstepsinluxuryContentsForeword3Top100quickstatisticsFY20224Gamechangingstepsinluxury6Top10highlights17GlobalPowersofLuxury GoodsTop10031GeographicAnalysis47ProductSectorAnalysis57Newentrants65Fastest2067Studymethodologyanddatasources71Contacts73Acknowledgments73Endnotes742GlobalPowersofLuxuryGoods2023|GamechangingstepsinluxuryForewordWelcometothetentheditionofGlobalPowersofLuxuryGoods.DuringFY2022theTop100luxurygoodscompaniesgeneratedcompositesalesofUS$347billion,upfromtheUS$305billionregisteredinFY2021.ThissharpincreaseinluxurygoodssalessignalsthegoodstateoftheluxuryindustryaftertheCOVID-19pandemicyears.Luxurygoodscompaniescontinuetheirprocessofmovingtowardanenvironmentallyresponsible,circulareconomybusinessmodel,pushedbycustomerdemandandincreasingregulations.Inthisphaseofchange,technologycanhelpacceleratethegreentransitionwhileimprovingtherelationshipbetweencompaniesandtheircustomers.Severalrecentdevelopmentsindigitaltechnology,includingartificialintelligence(AI),machinelearning,andtheInternetofThings(IoT),maychangetheluxury market forever.ThereportpresentstheTop100largestluxurygoodscompaniesglobally,basedontheirconsolidatedluxurygoodssalesinFY2022,whichwedefineasfinancialyearsendingwithinthe12monthsfrom1Januaryto31December2022.InFY2022,personalluxurygoodssalesfortheTop10luxurycompaniesincreasedby22.8%.However,theshareoftheirsalesinthecombinedluxurygoodssalesoftheTop100companiesshowedlittlechange—itdecreasedbyonly0.2percentagepointsto56.0%.Companiesregistereddouble-digitsalesgrowthinallproductsectors,inparticularfashionsectorreturnedtogrowthwiththestrongestrecoveryinFY2022.LuxurygoodssalesoftheTop100companiesacrossallcountriesconsideredinthisreportincreasedbydoubledigitsinFY2022.Franceconfirmsitsleadershipinluxurywithsevencompaniesthataccountedfornearlyone-thirdoftheTop100luxurygoodssales.Wehopeyoufindthisreportinterestinganduseful,andwelcomeyourfeedback.GiovanniFaccioliFashion&LuxuryindustryglobalcoleadDeloitteItalyKarlaMartinFashion&LuxuryindustryglobalcoleadDeloitteUSIdaPalombellaFashionandLuxuryindustryglobal coleadDeloitteItaly3GlobalPowersofLuxuryGoods2023|GamechangingstepsinluxuryTop100quickstatisticsFY2022US$347billionAggregateluxurygoodssalesUS$3.5billionAveragesizeofTop100companies(luxurygoodssales)US$284millionMinimumluxurygoodssalesrequiredtobeintheTop100list8.4%FY2019-FY2022compoundannualgrowthrateinTop100companies’luxurygoodssalesTheworld’sTop100luxurygoodscompaniesgeneratedpersonalluxurygoodsrevenueshigherthanthepreviousyearasconsumerdemandrecovered,especiallyinthebeautysector13.4%CompositenetprofitmarginInFY2022theworld’sTop100luxurygoodscompaniesarebiggerandmoreprofitablethanever.LuxurygoodssalesintheTop10areup23%TheTop10companiescontributednearly63%oftheyear-on-yeargrowthinsalesvalueand76,4%ofthecombinednetprofitoftheTop100luxurygoodscompanies.LVMHconsolidatesitspositionasleader contributing31%oftheTop10salesin FY2022Richemontregainsthirdplace;PVHCorpreturnstotheTop10Top10shareofTop100lu