Villa prices climbed ninety-two percent in three years.

India’s luxury market is witnessing an unprecedented boom, driven by the rise of social media influencers. From Instagram reels to YouTube vlogs, influencers are reshaping how Indians perceive, purcha...

Despite global tariff challenges and rising trade tensions, Swiss watchmakers are thriving in 2025. Discover how heritage, innovation, and strategic markets keep this luxury industry ticking strong.

Cognac demand drops in US and China while trade tensions and shifting consumer preferences weigh on performance

Investing.com -- RBC Capital Markets maintained a cautious stance on the luxury sector after a mixed second-quarter earnings season, pointing to weak earnings momentum and a lack of fundamental demand support. The broker said share price moves were driven more by positioning and sentiment than fundamentals, with quality names generally underperforming value stocks. Despite largely poor year-to-date share price performance, RBC’s highest conviction picks are confined to what it described as the “most dislocated” or “idiosyncratic” opportunities. In luxury, Burberry (LON:BRBY) remains a top choice due to its turnaround potential, while in sporting goods, Adidas (ETR:ADSGN) is highlighted for its valuation and momentum. RBC reiterated its Outperform rating on Adidas with a price target of €260, calling it “arguably the most dislocated stock across our coverage in terms of revenue/earnings growth vs valuation.” The firm’s analysts expect the company to meet its €1.7–1.8 billion EBIT guidance by the third quarter, which could catalyze positive earnings revisions. They also suggested management should consider a share buy-back to signal confidence given the stock’s depressed valuation. Burberry, also rated Outperform with a £15 price target, has been the best-performing stock in RBC’s coverage this year, rising 22%. The broker said early strategic changes under new CEO Joshua Schulman are starting to show results, but sustained outperformance will hinge on the successful execution of the Autumn/Winter 2025 collection. “We continue to like Burberry’s turnaround credentials and it remains one of our preferred luxury ideas,” a team led by Piral Dadhania wrote. Burberry is the only stock in RBC’s luxury coverage with positive EPS momentum. RBC also kept Outperform ratings on Hermes (EPA:HRMS) and LVMH (EPA:LVMH). It said Hermes’ defensive attributes and above-average revenue growth profile remain appealing despite moderating trends in some categories, while LVMH’s recent underperformance offers a “fairly attractive” risk/reward setup, supported by expected near-term improvement in Fashion & Leather Goods from easier comparatives For EssilorLuxottica (EPA:ESLX), RBC said the Ray Ban owner’s stable performance and diversified earnings base across categories, regions, product lines and channels warrant its premium valuation. The firm remains cautious on Swatch Group (SIX:UHR), maintaining an Underperform rating due to significant operating deleverage. RBC notes that all its covered stocks face some level of U.S. tariff risk, with Nike (NYSE:NKE) the most exposed, followed by EssilorLuxottica. While macroeconomic data was mixed across key regions, micro indicators such as website traffic, Swiss watch exports, and tourist arrivals showed signs of slowing. With UHR making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed UHR alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including UHR, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is UHR poised for similar growth? Don't miss the opportunity to find out.

Luxury sector slowdown and falling share prices reshape rankings among France’s wealthiest business families in 2025

Diamond prices declined for most of July amid uncertainty over US tariffs. Major retailers postponed holiday purchases, creating pressure on prices and inventory following a hike in manufacturing. US dealers raised prices on the final day of the month in response to President Donald Trump’s July 30 announcement of 25% duties on Indian imports. The trade began moving inventory to the US ahead of 7 August, when the new rate goes into effect. Smaller diamonds saw a sharper downturn amid a growing oversupply: The index for 0.30- and 0.50-carat stones declined 3.3% and 4.7% respectively. Larger stones enjoyed more stability, with the 3-carat RAPI slipping 0.3%. Prices of round, 1-carat, D to J, SI diamonds slid 4.6% during the period. Production in India increased from February through June. Steady quantities of fresh goods have entered the market in the past two months. Inventories of rounds under 1.20 carats have risen sharply, prompting suppliers to reduce prices as a way of generating sales. De Beers’ policy of offloading rough at slimmer margins enabled manufacturers to sell polished profitably at low prices. De Beers reported an underlying loss of US$245 million for the first half of 2025, compared with a US$73 million profit a year earlier. Small miners cut output and workers, reflecting pressure on the sector. Demand for elongated fancy shapes remained strong in July. Prices were stable in most categories. Goods of two carats and larger were in short supply. Independent US jewelers enjoyed steady sales and took on new memo goods. However, the larger retailers delayed their seasonal purchases because of the tariffs and a more cautious approach to inventory. They are also shifting further toward synthetics. Chinese diamond demand remained slow but began to stabilise. The Indian domestic market awaited the India International Jewellery Show (IIJS) in Mumbai for signs of the sector’s health. The Rapaport Group is an international network of companies providing added-value services that support the development of ethical, transparent, competitive and efficient diamond and jewelry markets.  Group activities include Rapaport Information Services, providing the Rapaport benchmark Price List for diamonds, as well as research, analysis and news; RapNet, the world’s largest diamond trading network, with daily listings of 1.5 million diamonds valued at more than US$7.2 billion; and Rapaport Trading and Auction Services, the world’s largest recycler of diamonds.  *Used with permission of Rapaport USA, Inc.

Cognac demand drops in US and China while trade tensions and shifting consumer preferences weigh on performance

Amid President Trump's trade war, tariffs are leading to higher prices, which is causing a slump in luxury sales of apparel and accessories.