Luxury Consumers More Resilient Than Expected -- Market Talk

Dow Jones01-08

1014 GMT - Luxury stocks will recover from a tough year in 2025 after consumers proved more resilient than expected in the most recent quarter, analysts at J.P. Morgan write. Though 2026 will be a bumpy year amid macro uncertainty and discerning consumers, the sector will return to growth on an increase in Chinese consumer confidence and product newness, the analysts say. However, tensions between Japan and China continue to weigh on the sector, as investors worry about knock-on effects to consumers in key Asian markets. Burberry falls 1.3%, while Prada and Kering slip 1.6% and 0.7% respectively. Richemont--which the analysts expect to confirm double-digit growth in its Jewelry Maisons segment--gains 0.8%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 05:15 ET (10:15 GMT)

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