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Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

a) We see a progressive and incremental U-shaped revival in China with very low probability of a V-shaped inflection. The summer brought several data points hinting to improving demand trends. This is likely to continue in 4Q25E (despite early indications of a modest singles day festival) and possibly bring slight positive surprises to FY25E expectations. Yet, the Chinese real estate and macro-economic background remains

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Bernstein on Global Luxury Goods's Outlook 2026: 'Preparing For a Gradual Evolution'

Mon, 05 Jan 2026 08:27:00 -0500

Bernstein analyst Luca Solca discusses the 2026 outlook for Global Luxury Goods, highlighting Richemont.

The analyst commented: "OUR BASE CASE SCENARIO FOR FY26E IS THAT OF A GRADUAL EVOLUTION ON MULTIPLE FRONTS, WITH CONSTANT FX GROWTH OF C.5%:

Burberry Group Plc. (BRBY:LN) (BURBY) PT Raised to GBP16 at HSBC

Tue, 22 Jul 2025 02:32:06 -0500

HSBC analyst Erwan Rambourg raised the price target on Burberry Group Plc. (BRBY:LN) (OTC: BURBY) to GBP16.00 (from GBP14.50) while maintaining a Buy rating.

Burberry Group Plc. (BRBY:LN) (BURBY) PT Raised to GBP16 at HSBC

Tue, 22 Jul 2025 02:32:06 -0500

HSBC analyst Erwan Rambourg raised the price target on Burberry Group Plc. (BRBY:LN) (OTC: BURBY) to GBP16.00 (from GBP14.50) while maintaining a Buy rating.

Burberry Group Plc. (BRBY:LN) (BURBY) PT Raised to GBP16 at HSBC

Tue, 22 Jul 2025 02:32:06 -0500

HSBC analyst Erwan Rambourg raised the price target on Burberry Group Plc. (BRBY:LN) (OTC: BURBY) to GBP16.00 (from GBP14.50) while maintaining a Buy rating.

Burberry Group Plc. (BRBY:LN) (BURBY) PT Raised to GBP16 at HSBC

Tue, 22 Jul 2025 02:32:06 -0500

HSBC analyst Erwan Rambourg raised the price target on Burberry Group Plc. (BRBY:LN) (OTC: BURBY) to GBP16.00 (from GBP14.50) while maintaining a Buy rating.

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only

UBS upgrades luxury sector but sees growth recovery delayed until H2 2026

Wed, 02 Jul 2025 08:29:41 -0500

Investing.com -- UBS has upgraded its long-standing underweight rating on the global luxury sector to benchmark, citing both tactical and structural reasons.

The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026."

The sector’s recent underperformance is historically rare and has typically led to outperformance 76% of the time over a three-month period, UBS analysts said.

“The sector is nearly 3 standard deviations oversold (relative to the market),” they noted.

On a structural basis, UBS argued that valuations are not excessive. The sector’s 80% premium to the broader market is “only