Luxury heavyweights struggle to shake off shopper fatigue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 23 2025
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Source: Reuters
Luxury Market Decline: LVMH and Kering are expected to report a drop in quarterly sales, raising concerns about a prolonged downturn in the luxury market due to U.S. import tariffs and declining consumer confidence.
Investor Concerns: Shares of LVMH and Kering have significantly decreased this year, with analysts noting worries about the long-term attractiveness of the luxury industry as brands struggle with pricing strategies and changing consumer preferences.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
