European Luxury Brands Would Be Able to Shift Production to U.S. -- Market Talk

Dow Jones

Mar 27, 2025

1449 GMT - European luxury companies have the capacity and demand to shift production facilities to the U.S. to mitigate the potential hit of tariffs, with Louis Vuitton being an example, Bernstein analysts say. Amid a slowdown in demand for high-end goods, the luxury sector faces a volatile recovery, they say. Recent decisions regarding levies in the U.S.--which has become a key focus for luxury groups given weakness in the key China market--have made the trajectory more uncertain, they say. Companies like EssilorLuxottica--which has a high exposure to U.S. consumers while importing the bulk of its products from China, Mexico, and Europe--could be more exposed, Bernstein adds. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

March 27, 2025 10:49 ET (14:49 GMT)

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Amid a slowdown in demand for high-end goods, the luxury sector faces a volatile recovery, they say. Recent decisions regarding levies in the U.S.--which has become a key focus for luxury groups given weakness in the key China market--have made the trajectory more uncertain, they say. Companies like <a href=\"https://laohu8.com/S/ESLOF\">EssilorLuxottica</a>--which has a high exposure to U.S. consumers while importing the bulk of its products from China, Mexico, and Europe--could be more exposed, Bernstein adds. (andrea.figueras@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2025 10:49 ET (14:49 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>European Luxury Brands Would Be Able to Shift Production to U.S. -- 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nEuropean Luxury Brands Would Be Able to Shift Production to U.S. -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-03-27 22:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1449 GMT - European luxury companies have the capacity and demand to shift production facilities to the U.S. to mitigate the potential hit of tariffs, with Louis Vuitton being an example, Bernstein analysts say. Amid a slowdown in demand for high-end goods, the luxury sector faces a volatile recovery, they say. Recent decisions regarding levies in the U.S.--which has become a key focus for luxury groups given weakness in the key China market--have made the trajectory more uncertain, they say. Companies like <a href=\"https://laohu8.com/S/ESLOF\">EssilorLuxottica</a>--which has a high exposure to U.S. consumers while importing the bulk of its products from China, Mexico, and Europe--could be more exposed, Bernstein adds. (andrea.figueras@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2025 10:49 ET (14:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ESLOY","symbol_name":"EssilorLuxottica","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2522520300","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2522520300","pubTimestamp":1743086940,"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":"1449 GMT - European luxury companies have the capacity and demand to shift production facilities to the U.S. to mitigate the potential hit of tariffs, with Louis Vuitton being an example, Bernstein analysts say. Amid a slowdown in demand for high-end goods, the luxury sector faces a volatile recovery, they say. Recent decisions regarding levies in the U.S.--which has become a key focus for luxury groups given weakness in the key China market--have made the trajectory more uncertain, they say. Companies like EssilorLuxottica--which has a high exposure to U.S. consumers while importing the bulk of its products from China, Mexico, and Europe--could be more exposed, Bernstein adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ESLOY":"EssilorLuxottica","BK4202":"服装、服饰与奢侈品","BK4198":"医疗保健用品"},"translate_title":"欧洲奢侈品牌将能够将生产转移到美国——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ESLOY":0.9},"content_text":"1449 GMT - European luxury companies have the capacity and demand to shift production facilities to the U.S. to mitigate the potential hit of tariffs, with Louis Vuitton being an example, Bernstein analysts say. Amid a slowdown in demand for high-end goods, the luxury sector faces a volatile recovery, they say. Recent decisions regarding levies in the U.S.--which has become a key focus for luxury groups given weakness in the key China market--have made the trajectory more uncertain, they say. Companies like EssilorLuxottica--which has a high exposure to U.S. consumers while importing the bulk of its products from China, Mexico, and Europe--could be more exposed, Bernstein adds. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 27, 2025 10:49 ET (14:49 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}