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Coach – looking to sustain rapid growth

Coach’s rapid growth in Greater China, in contrast to sluggish performance elsewhere, is likely to continue given expanding geographical coverage, a solid e-commerce strategy and moves to expand its menswear and higher-end lifestyle offerings.

29 January 2015

Prada – hit by falling high-end sales

Slowing high-end luxury sales in mainland China and the protests in Hong Kong dragged down Prada’s YoY sales in Greater China, but growth in the affordable luxury segment could lead to a rebound.

29 January 2015

LVMH – losing its appeal

The world’s largest luxury-goods maker is losing its appeal to increasingly sophisticated Chinese consumers. Although improvements to its product mix and robust demand in lower-tier cities should continue to support growth, rapidly changing tastes offer cause for concern.

29 January 2015

Michael Kors – strong growth potential despite challenges

The US brand’s affordable positioning and rapid store expansion should support further strong growth in China, despite increasing competition and its underdeveloped online presence.

29 January 2015

Special Report: China’s two-speed luxury market

Our in-depth surveys of luxury fashion buyers and store managers nationwide suggest an increasing divergence in performance between struggling high-end luxury brands and buoyant affordable-luxury brands.

29 January 2015

Special Report: Luxury brands respond to shifting dynamics

With our survey data and analysis identifying a sharp divide in performance between affordable- and high-end luxury brands in China, the latter are looking for new growth drivers amid slowing sales.

29 January 2015

Parsing the recent auto sales rebound

Analysts and experts assess the significant of strong automobile sales growth in December.

29 January 2015

China Resources Enterprise – Tesco integration poses challenges

While CRE remains a leading hypermarket/supermarket operator, drag on profits from its Tesco joint venture and intensifying competition are posing challenges for the firm.

15 January 2015

Yonghui – partnerships to boost fresh food specialist

Fresh food specialist Yonghui has recently agreed a series of strategic partnerships which should strengthen its supply chain, logistics and retail operations, and underpin continued double-digit growth in 2015.

15 January 2015

Sun Art – challenges ahead for mass-market leader

Strong popularity in lower-tier cities has maintained Sun Art’s leadership of China’s grocery market. However, our surveys and the company’s sales figures suggest an increasingly challenging environment.

15 January 2015

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