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October 24, 2023
財經

法國精品愛馬仕營收超預期 美國市場強勁

法國精品業者愛馬仕(Hermes)上季營收優於預期,可見在奢侈品業業績低迷之際,美國和歐洲富裕消費者具有韌性,願意砸錢添購柏金包(Birkin)和凱莉包(Kelly)。

法國奢華時尚品牌愛馬仕(Hermes)週二公布第三季銷售依舊強勁,年增 15.6%,至 33.7 億歐元(36 億美元),優於分析師原估的增長13.2%,其中、美洲地區業績成長 20.4%,居各地區之冠。

由於路威酩軒集團、LVMH本月初公布上季營收不如預期,分析師最近幾周紛紛下修對奢侈品業的業績展望。

不過,愛馬仕訴求的消費者是買得起 1萬美元以上鉑金包的客群,向來擁有比同業更能對景氣動盪的能耐。此外,愛馬仕採限量生產,也享有極大的定價權。

愛馬仕副總裁杜埃古耶(Eric du Halgouet )對媒體表示:「儘管大環境充滿不確定性,公司展望仍保持不變。」他指出,美國和包括中國在內的亞洲兩地成長強勁。

美國東岸和西岸的銷售成長率都很高,去年10月新開幕的紐約麥迪遜大道旗艦店也有強勁的貢獻。今年愛馬仕在全球範圍內,將售價調高了7%左右,已彌補生產成本上升的影響。

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