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GlobalPowersofLuxuryGoods2017Thenewluxuryconsumer2GlobalPowersofLuxuryGoods2017ContentsForeword1Top100quickstatistics3Thenewluxuryconsumer4Globaleconomicoutlook10Top100highlights14GlobalPowersofLuxuryGoodsTop10015Top10highlights21Fastest2024Productsectoranalysis26Geographicanalysis33Newcomers41Studymethodologyanddatasources43Endnotes46Contacts48Luxurygoodsinthisreportfocusesonluxuryforpersonaluse,andistheaggregationofdesignerapparelandfootwear(ready-to-wear),luxurybagsandaccessories(includingeyewear),luxuryjewelleryandwatchesandpremiumcosmeticsandfragrances.Inthispublication,referencestoDeloittearereferencestoDeloitteToucheTohmatsuLimited1GlobalPowersofLuxuryGoods2017WelcometothefourthGlobalPowersofLuxuryGoods.Thereportexaminesandliststhe100largestluxurygoodscompaniesglobally,basedontheconsolidatedsalesofluxurygoodsinFY2015(whichwedefineasfinancialyearsendingwithinthe12monthsto30June2016).Italsodiscussesthekeytrendsshapingtheluxurymarketandprovidesaglobaleconomicoutlook.Theworld’s100largestluxurygoodscompaniesgeneratedsalesofUS$212billioninFY2015,4.5percentdownyear-on-year.TheaverageluxurygoodsannualsalesforaTop100companyisnowUS$2.1billion.Consumersinemergingmarketscontinuetodriveluxurymarketgrowth.InChina,RussiaandtheUnitedArabEmirates,marketsthatwehavecategorisedasemergingluxurymarkets,thepercentageofconsumersclaimingtohaveincreasedtheirspendingstoodat70percent,comparedto53percentinthemorematuremarkets(EU,USandJapan).Travel/tourismisstillthegreatgrowthopportunity.Almosthalfofluxurypurchasesaremadebyconsumerswhoaretravelling,eitherinaforeignmarket(31percent)orwhileattheairport(16percent).Thisproportionrisesto60percentamongconsumersfromemergingmarkets,whotypicallydonothaveaccesstothesamerangeofproductsandbrandsthatcanbefoundinmorematuremarkets.Keyfindingsfromthereportinclude:•Luxurygoodssalesgrowthisacceleratedbycurrencyvolatility–salesfortheworld's100largestluxurygoodscompaniesgrewbymorethan3percentagepointsinFY2015.MostcurrenciesweakenedsignificantlyagainsttheUSdollar,whichbenefitedmanymultinationalcompaniesbasedinotherregionswhoexperiencedfavorablecurrencyeffects,drivingupreportedsales.•Italyisonceagaintheleadingluxurygoodscountryintermsofnumberofcompanies,whileFrancehasthehighestshareofsales.•Multipleluxurygoodscompaniesdoublesalesgrowthandleadprofitability,whilebagsandaccessoriescontinuestobethefastestgrowthsector.Wehopeyoufindthisreportinterestinganduseful,andwelcomeyourfeedback.PatriziaArientiEMEAFashion&LuxuryLeaderDeloitteToucheTohmatsuLimitedForeword2GlobalPowersofLuxuryGoods20173GlobalPowersofLuxuryGoods20179.7%0.8xUS$2.1billion6.8%FY2013-15CompoundannualgrowthrateinluxurygoodssalesCompositenetprofitmarginCompositeassetturnoverAverageluxurygoodssalesofTop100companiesCompositereturnonassetsMinimumsalesrequiredtobeonTop100listAggregatenetluxurygoodssalesofTop100EconomicconcentrationofTop10Compositeyear-over-yearluxurygoodssalesgrowth5.2%US$212billion48.1%7.9%Top100quickstatisticsUS$180million4GlobalPowersofLuxuryGoods2017Thenewluxuryconsumer:keyforcesshapingtheluxurymarketThedecadeofchangeInlastyear’seditionofGlobalPowersofLuxuryGoods,welookedat‘luxury’snewnormal’,mid-waythrough‘thedecadeofchange’,andwediscussedtheopportunitiescreatedbychangingconsumerbehaviours,theblurringofchannelstomarket,increasinginternationaltravel,andtheemergenceofthemillennialluxuryconsumer.Thisyear,wepickuponthekeythemeofchangingshopperbehaviourandthenewluxuryconsumer,focusingontwoofthemaintrendsthataredrivingchangeinthemarket,andexploringsomeoftheimplicationsforluxurybrandsandretailers.Figure1.Inthelast5years,wouldyousayyourinclinationtowardspurchasingluxuryproductshas…Figure2.Andinthelast12monthssuchaninclinationhas…IncreasedIncreasedDecreasedDecreasedStayedthesameStayedthesamePercentagesmaynotaddupto100%duetoroundingSource:DeloitteLuxuryMulticountrySurveyforGlobalPowersofLuxuryGoods201753%49%59%53%42%47%27%35%37%43%5%5%3%2%4%4%70%62%MaturemarketEmergingmarketTotalMaturemarketEmergingmarketTotalConsumersinemergingmarketscontinuetodriveluxurymarketgrowthInFebruary2017Deloittesurveyedover1,300luxuryconsumersacross11countriestoexploretheirattitudestoluxurygoodsandtheirpurchasebehaviour.1Ouranalysisfoundthatoverthelastfiveyearsconsumerspendingonluxurygoodshasremainedrelativelyrobust,withonlyasmallproportion(4percent)claimingtohavecutbackontheirspending.Growthcontinuestobedrivenbyconsumersinemergingmarkets.InChina,RussiaandtheUnitedArabEmirates(UAE),marketsthatwehavecategorisedasemergingluxurymarkets,thepercentageofconsumersclaimingtohaveincreasedtheirspendingstoodat70percent,comparedto53percentinthemorematuremarkets(EU,USandJapan).5GlobalPowersofLuxuryGoods2017Whenwelookatspendinginthelast12monthswecanseeaslightslow-down.Thepercentageofconsumersspendingmorethaninthepreviousyearfelltojustoverhalf,whilethepercentagestatingthattheyspentthesameamountroseto43percent.However,theproportionthatstatedtheyhadbeencuttingbackremainedthesame.Ouranalysisofpurchasesbycategoryshowsthereisarelativelyevenspreadacrossthesixproductsectorsconsid