📰 Financial TimesFinancial TimesCodex · 实盘不做把握 6/10
北京时间·🕒 发布 16:01:22时区推断·⟳ 抓取 16:12:34·⚡ 决策 07-15 16:23:50 +11m16s·104.2 天前
历峰一季度销售额63亿欧元、有机增长20%并超预期
历峰销售有机增长20%，明显高于市场预期的11%，说明高端珠宝需求强。
📄 原文Financial Times↗ 原文
Richemont sales surge on booming jewellery demand Booming jewellery demand and free-spending shoppers in Japan and the…
不做 历峰集团（CFR.CH）
业绩超预期方向为利好，但主上市标的无法取得可执行报价且报道时已大幅上涨，不做追价。
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研究档案
🔎 新鲜度:最早出现 2026-07-15 · 扩散 high · price-in 风险 high ↗
消息传播链
- FT报道历峰季度销售超预期并带动奢侈品板块上涨。市场反应:报道称历峰早盘涨约6%，LVMH、Kering、Hermes均涨超2%。
关键理由
- 历峰销售有机增长20%，明显高于市场预期的11%，说明高端珠宝需求强。
主要风险
- 欧洲奢侈品主标的已在早盘快速上涨，且瑞士主上市标的当前工具无法取得可执行行情。
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 2,308 字
Richemont sales surge on booming jewellery demand
Booming jewellery demand and free-spending shoppers in Japan and the Americas have fuelled “stratospheric” sales growth at Swiss luxury group Richemont.
The owner of jewellers Cartier and Van Cleef & Arpels reported sales of €6.3bn for the three months to the end of June, representing organic growth of 20 per cent.
The rapid growth, which beat analyst expectations for an 11 per cent increase, starts the corporate reporting season on a strong note for the luxury sector and will fuel investor optimism that demand for high-end goods is strengthening after a two-year slowdown.
Richemont has been outperforming its peers, fuelled by seven consecutive quarters of double-digit growth at its jewellery businesses, including Cartier and Van Cleef & Arpels. Shoppers have continued to spend even as demand for the handbags, shoes and fashions that drive peers such as LVMH and Kering have been more subdued.
The Geneva-headquartered group also shrugged off the effects of the war in the Middle East, which hit the industry earlier this year, reporting 3 per cent sales growth in the region in the three months to the end of June.
Richemont shares rose 6 per cent in early trading on Wednesday. LVMH, Kering and Hermès all rose more than 2 per cent.
Richemont is “in a league of its own”, wrote analysts at Vontobel. “Stratospheric sales growth is powered by retail strength and years of consistent execution and capital discipline . . . amid a challenging macro backdrop and relative to peers expected to post weaker results.”
All regions except the Middle East reported sales growth of more than 10 per cent, led by Japan — which grew 36 per cent year on year — and the Americas, where sales increased 27 per cent.
While jewellery was the biggest engine of growth, up 24 per cent organically in the quarter, sales at Richemont’s watch division rose 8 per cent. The division that houses fashion brands Chloé and Alaïa increased sales by 9 per cent on a like-for-like basis.
Executives told analysts that sales in mainland China fell by a low single-digit percentage, while in Greater China — which includes Hong Kong and Macau — they were up by double digits, according to Citigroup. The Middle East showed gradual improvements through the quarter, Citi added.
Booming jewellery demand and free-spending shoppers in Japan and the Americas have fuelled “stratospheric” sales growth at Swiss luxury group Richemont.
The owner of jewellers Cartier and Van Cleef & Arpels reported sales of €6.3bn for the three months to the end of June, representing organic growth of 20 per cent.
The rapid growth, which beat analyst expectations for an 11 per cent increase, starts the corporate reporting season on a strong note for the luxury sector and will fuel investor optimism that demand for high-end goods is strengthening after a two-year slowdown.
Richemont has been outperforming its peers, fuelled by seven consecutive quarters of double-digit growth at its jewellery businesses, including Cartier and Van Cleef & Arpels. Shoppers have continued to spend even as demand for the handbags, shoes and fashions that drive peers such as LVMH and Kering have been more subdued.
The Geneva-headquartered group also shrugged off the effects of the war in the Middle East, which hit the industry earlier this year, reporting 3 per cent sales growth in the region in the three months to the end of June.
Richemont shares rose 6 per cent in early trading on Wednesday. LVMH, Kering and Hermès all rose more than 2 per cent.
Richemont is “in a league of its own”, wrote analysts at Vontobel. “Stratospheric sales growth is powered by retail strength and years of consistent execution and capital discipline . . . amid a challenging macro backdrop and relative to peers expected to post weaker results.”
All regions except the Middle East reported sales growth of more than 10 per cent, led by Japan — which grew 36 per cent year on year — and the Americas, where sales increased 27 per cent.
While jewellery was the biggest engine of growth, up 24 per cent organically in the quarter, sales at Richemont’s watch division rose 8 per cent. The division that houses fashion brands Chloé and Alaïa increased sales by 9 per cent on a like-for-like basis.
Executives told analysts that sales in mainland China fell by a low single-digit percentage, while in Greater China — which includes Hong Kong and Macau — they were up by double digits, according to Citigroup. The Middle East showed gradual improvements through the quarter, Citi added.
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