2017年全球奢侈品行业消费者洞察报告第4版（英文版）.pdf

The True-Luxury Global Consumer Insight 4th Edition Milan, February 16th, 2017 BCG Altagamma True-Luxury Global Cons Insight 2017 Ed v69 14feb17 Final No BUP.pptx 1 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.The True-Luxury Global Consumer Insight panel Source: BCG-Altagamma True-Luxury Consumer Insight 10 Nationalities 36 k Avg. luxury spend 12 000+ Consumers Vs. 2016 Ed. 1 +1 000 in China +1 000 in US +15 k BCG Altagamma True-Luxury Global Cons Insight 2017 Ed v69 14feb17 Final No BUP.pptx 2 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.We push to be relevant on the highest segments of the luxury consumers Luxury yearly spend1 (k per consumer) 100 k 50 - 100 k 20 - 50 k 10 - 20 k 5 - 10 k Average Spend for overall sample 3rd edition 1 % 6 % 28 % 35 % 30 % 21 k 1. Expenditure includes personal luxury (e.g. handbags, shoes, sunglasses and other accessories, clothing) and experiential luxury (e.g. hotels, wine and spirits, exclusive vacations). Excluded cars, yachts, smartphones BCG Minimum spent 5 k in the past year on personal luxury goods Threshold Price Category vs. 16 vs. 16 Personal Luxury Goods Experiential Luxury Goods 3 Other Luxury Goods Threshold Price Category vs. 16 BCG Altagamma True-Luxury Global Cons Insight 2017 Ed v69 14feb17 Final No BUP.pptx 4 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.The True-Luxury Global Consumer Insight 4th Edition Main Outcomes Steady market, True luxury consumers growing A rising perception of price-value misalignment More casual, more customized! True luxury consumers buying more at home Luxury goes omnichannel Monobrand at the heart of an omnichannel experience #Luxurygoessocial Behavioral consumer segment evolution 4 BCG Altagamma True-Luxury Global Cons Insight 2017 Ed v69 14feb17 Final No BUP.pptx 5 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.Steady market, True-Luxury Consumers growing primocapitolo.pptx 6 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.The global luxury market worth 860Bn in 2016, experiential growing faster than personal luxury 1. Personal goods include accessories, apparel, watches & jewelry, fragrances & cosmetics Source: BCG Luxury Market model Global luxury goods market (B) 305 317366412 445464522 542807207233257280285291322 3183802010 551 511 2009 1 187 2023F 623 2011 860 2016 9.3% 5.6% 844 2015 755 2014 730 2013 692 2012 Retail value 09-13 6 Personal1 Experiential 13-16 16-23F CAGR 8.3% 9.9% 3.8% 2-3% 6.8% 5-6% 4-5% primocapitolo.pptx 7 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.Out of 400 Mn Luxury Consumers only 17Mn identified as “True-Luxury Consumers“ Absolute Top Absolute Entry Absolute 4.5 1.3 11 6 2.0 14 Total True-Luxury 17 22 CLUSTER 2016 # (M) Bn() Bn() # (M) 2023 Top Aspirational 21 28 Other Aspirational 375 440 415 490 Total Luxury Consumers +5 +72 +75 2 k 5 k 20 k 10 k Note: rounded numbers Source: BCG Luxury Market model 7 50 k Beyond money 0.4 0.5 primocapitolo.pptx 8 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.A further polarizing pyramid ahead: True-Luxury Consumers up from 29% to 32% of global market 4.5 1.3 11 6 2.0 14 17 22 2016 # (M) Bn()1 Bn()1 2023 93 30 107 250 141 53 147 381 21 28 61 92 375 549 715 +131 +196 415 860 1185 +325 Total Luxury Consumers # (M) 490 440 1. Including Experiential and Personal luxury, excluding cars and Yachts Note: rounded numbers Source: BCG Luxury Market model 8 CLUSTER 2 k 5 k 20 k 10 k 50 k 0.4 0.5 20 40 Absolute Top Absolute Entry Absolute Top Aspirational Other Aspirational Beyond money Total True-Luxury primocapitolo.pptx 9 Draftfor discussion only Copyright 2016 byThe Boston Consulting Group, Inc. All rights reserved.True-Luxury Consumers maintaining a healthier and steadier growth for the future Note: rounded numbers Source: BCG Luxury Market model 9 2 k 5 k 20 k 10 k 50 k Personal Experiential True Luxury CAGR 2016 - 2023 2-3% 5-6% 6-7% 4% 7-8% 5-6% 4-5% 1-2% Aspirational 4-5% Total