Luxury Sector Expected to Post Another Weak Quarter -- Market Talk

Dow Jones

06/30

0841 GMT - Luxury companies are expected to report an unsurprisingly sluggish performance in the second quarter, UBS analysts write in a note to clients. "Following a roller-coaster start to the year, the softer luxury 2Q seems priced in by the market," the analysts say. Any meaningful recovery in growth is unlikely to come before the second half of 2026, they add. Some key topics during the upcoming earnings season will be slowing tourism in Japan as well as any pull forward in U.S. demand and pricing measures ahead of President Trump's tariffs, the analysts say. UBS picks Richemont and Hermes as top players in the luxury space. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

June 30, 2025 04:41 ET (08:41 GMT)

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Any meaningful recovery in growth is unlikely to come before the second half of 2026, they add. Some key topics during the upcoming earnings season will be slowing tourism in Japan as well as any pull forward in U.S. demand and pricing measures ahead of President Trump's tariffs, the analysts say. UBS picks Richemont and Hermes as top players in the luxury space. (andrea.figueras@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 30, 2025 04:41 ET (08:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Luxury Sector Expected to Post Another Weak Quarter -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLuxury Sector Expected to Post Another Weak Quarter -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-06-30 16:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0841 GMT - Luxury companies are expected to report an unsurprisingly sluggish performance in the second quarter, UBS analysts write in a note to clients. \"Following a roller-coaster start to the year, the softer luxury 2Q seems priced in by the market,\" the analysts say. Any meaningful recovery in growth is unlikely to come before the second half of 2026, they add. Some key topics during the upcoming earnings season will be slowing tourism in Japan as well as any pull forward in U.S. demand and pricing measures ahead of President Trump's tariffs, the analysts say. UBS picks Richemont and Hermes as top players in the luxury space. (andrea.figueras@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 30, 2025 04:41 ET (08:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0326950275.SGD","symbol_name":"Schroder ISF China Opportunities A Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2547065081","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2547065081","pubTimestamp":1751272860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0841 GMT - Luxury companies are expected to report an unsurprisingly sluggish performance in the second quarter, UBS analysts write in a note to clients. \"Following a roller-coaster start to the year, the softer luxury 2Q seems priced in by the market,\" the analysts say. Any meaningful recovery in growth is unlikely to come before the second half of 2026, they add. Some key topics during the upcoming earnings season will be slowing tourism in Japan as well as any pull forward in U.S. demand and pricing measures ahead of President Trump's tariffs, the analysts say. UBS picks Richemont and Hermes as top players in the luxury space. 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Any meaningful recovery in growth is unlikely to come before the second half of 2026, they add. Some key topics during the upcoming earnings season will be slowing tourism in Japan as well as any pull forward in U.S. demand and pricing measures ahead of President Trump's tariffs, the analysts say. UBS picks Richemont and Hermes as top players in the luxury space. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 30, 2025 04:41 ET (08:41 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}