Articles

  • 3 days ago | forbes.com | Pamela Danziger

    Only 22% of retail CFOs report having a healthy inventory level. With imports to drop sharply through year end, the stage is set for another supply chain crisis.

  • 1 week ago | forbesjapan.com | Pamela Danziger

    高級ブランド各社は2025年に入り、すでに厳しい市場環境下でのかじ取りを迫られていた。そこへきて米ドナルド・トランプ政権が、新たな関税政策を通じて世界の貿易秩序を根底から覆そうとしている。ラグジュアリー市場に突きつけられた課題は深刻化する一方だ。 昨年5%減の6410億ドル(約91兆8000億円)に終わるという波乱を経験した高級車市場は、さらなる混乱に身構えている。同2%減の4020億ドル(約57兆6000億円)に落ち込んだ個人向け高級品市場も、これまでに発表された関税が発動すれば、いっそう急激な不振に直面するだろう。 各国首脳がホワイトハウスとの交渉を求める中、高級ブランドの先行きはどう転ぶかわからない状況だ。リーマンショックに伴う2008~09年の大不況後、グローバル化によって個人向け高級品市場にはハリケーン級の追い風が吹いた。だが、今や風向きは変わっている。 「世界は変わり、グローバル化は終焉を迎えた。私たちは今、新たな時代に入っている」。英国のキア・スターマー首相は6日の英紙サンデー・タイムズを通じて、このような見解を示した。 欧州の高級品、米国人は「お得意様」...

  • 1 week ago | forbes.com | Pamela Danziger

    LVMH just delivered a blow to investors in first quarter earnings. Organic revenues dropped 3%, from $23.4 billion (€20.7 billion) same period last year to $23 billion (€20.3 billion), way below estimates that projected sales to grow 2%, according to Reuters. Investors punched back, leading to an immediate 8% drop in LVMH share price and for brief time, LVMH lost its number one position as the world’s most valuable luxury company to Hermès, according to the Wall Street Journal.

  • 1 week ago | unitymarketingonline.com | Pamela Danziger

    The ever-optimistic and strikingly transparent RH CEO Gary Friedman and his company took a shellacking on Wall Street recently. During the latest earnings call just an hour after President Trump’s reciprocal tariff announcement, he was overheard to say “Oh S**t!” as RH stock tanked in after-hours trading. RH ended the week with its stock price down nearly 40% and Friedman lost his coveted position on Forbes Billionaire list, plunging from an estimated net worth of $1.2 billion to $750 million.

  • 1 week ago | forbes.com | Pamela Danziger

    Luxury brands were already navigating a tough market in 2025, but the Trump administration’s move to reset global trade through new tariff policies will only deepen the challenges facing the luxury market. Luxury automobiles, which experienced a bumpy ride last year with a 5% decline to $641 billion, are bracing for further turbulence.

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Pam Danziger
Pam Danziger @PamDanziger
14 Apr 25

In 2025, the luxury market faces headwinds unlike any seen since the Great Recession or Covid due to the threat of tariffs to disrupt the economy and global trade. As Luxury Brands Brace For Tariffs, Affluent Consumers Hit Pause via @forbes https://t.co/cTAXHhO0rL

Pam Danziger
Pam Danziger @PamDanziger
9 Apr 25

As Wall Street melts down, Americans are prepared to adapt. How Consumers Are Approaching Tariffs via @forbes https://t.co/CdXVhTIR4n

Pam Danziger
Pam Danziger @PamDanziger
7 Apr 25

After a disastrous week on Wall Street, RH issued a clarification statement regarding tariffs, cash flow and demand. Why RH Believes Tariffs Won’t Slow It Down But Work In Its Favor via @forbes https://t.co/9x9zLFy0jy