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Altagamma Consensus 2015

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ALTAGAMMA CONSENSUS 2015
Forecast on the Worldwide Personal Luxury Goods Industry
in 2015
Armando Branchini
Vice Chairman
OSSERVATORIO ALTAGAMMA – ALTAGAMMA MONITOR
Milan, 14 October 2014
ALTAGAMMA CONSENSUS 2015
With the collaboration of international analysts:
§ 
ALTAGAMMA
§ 
GOLDMAN SACHS
§ 
BAIN & CO ITALY
§ 
KEPLER CHEUVREUX
§ 
BANCA AKROS
§ 
McKINSEY & CO
§ 
BANK VONTOBEL
§ 
MEDIOBANCA
§ 
BCG
§ 
MIRABAUD
§ 
CITI
§ 
NATIXIS
§ 
CREDIT SUISSE
§ 
NOMURA
§ 
DELOITTE
§ 
REDBURN
§ 
DEUTSCHE BANK
§ 
SANFORD C. BERNSTEIN
§ 
EQUITA SIM
§ 
SOCIETE GENERALE
§ 
EXANE BNP PARIBAS
§ 
TELSEY
ALTAGAMMA CONSENSUS 2015
CONSTANT-CURRENCY
We believe the presentation of our forecasts on a
constant-currency basis improves the ability to evaluate
luxury products and markets performances in
comparison to prior periods.
Constant-currency information compares results
between periods as if exchange rates had remained
constant period-over-period.
ALTAGAMMA CONSENSUS 2015 - PRODUCTS
PRODUCTS
1st Half
2015
2nd Half Full Year
2015
2015
Apparel
4,0%
4,0%
4,0%
Art de la Table
1,0%
1,0%
1,0%
Jewelry, Watches, Pens and
Lighters
5,0%
5,0%
5,0%
Leather, Shoes and Accessories
6,0%
6,0%
6,0%
Fragrances and Cosmetics
4,0%
4,0%
4,0%
ALTAGAMMA CONSENSUS 2015 – PRODUCTS
All sectors are forecasted to grow over the full 2015.
Leather, Shoes and Accessories is the sector with the highest
expected growth ratio.
Apparel is forecasted to grow steadily.
Fragrances and Cosmetics, with a 4% forecast growth ratio,
are seen in a very good shape.
1st Half 2015
2nd Half 2015
Full Year 2015
PRODUCTS
Apparel
4,0%
4,0%
4,0%
Art de la Table
1,0%
1,0%
1,0%
Jewelry, Watches, Pens and Lighters
5,0%
5,0%
5,0%
Leather, Shoes and Accessories
6,0%
6,0%
6,0%
Fragrances and Cosmetics
4,0%
4,0%
4,0%
ALTAGAMMA CONSENSUS 2015 – MARKETS
1st Half
2015
2nd Half
2015
Full Year
2015
Europe
4,0%
4,0%
4,0%
North America
4,0%
4,0%
4,0%
Latin America
4,0%
4,0%
4,0%
Japan
5,0%
5,0%
5,0%
Asia
6,0%
6,0%
6,0%
Middle East
6,0%
6,0%
6,0%
Rest of the World
6,0%
6,0%
6,0%
MARKETS
ALTAGAMMA CONSENSUS 2015 – MARKETS
All markets are forecasted to grow steadily in 2015.
Rest of the World, Asia and Middle East are the Markets with the
highest forecasted growth ratio.
North America reconfirms its leading role in the worldwide luxury
goods consumption.
MARKETS
Europe
North America
Latin America
Japan
Asia
Middle East
Rest of the World
1st Half 2015
4,0%
4,0%
4,0%
5,0%
6,0%
6,0%
6,0%
2nd Half 2015 Full Year 2015
4,0%
4,0%
4,0%
4,0%
4,0%
4,0%
5,0%
5,0%
6,0%
6,0%
6,0%
6,0%
6,0%
6,0%
ALTAGAMMA CONSENSUS 2015
All forecasts for the Personal Luxury Goods Industry
performance in 2015 converge towards an overall growth
ratio around 5%.
ALTAGAMMA CONSENSUS 2015
Copyright: FONDAZIONE ALTAGAMMA.
Total or partial publication permitted with quotation of the
source: “Altagamma Consensus 2015”.
Press Relations: Edoardo Carloni - [email protected]
Via Giosue Carducci, 36
20123 Milano – Italia
T +3902 7200 3321 F +3902 8901 0756
www.altagamma.it
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