Chinese Demand Concerns, Rocketing Gold Prices Fuel Fall in Luxuries -- Market Talk

Dow Jones01-15

1143 GMT - Luxury bears are concerned by slipping growth in Chinese consumer demand and gold price inflation, Bernstein analyst Luca Solca says. Luxury shares fall across Europe despite Cartier-owner Richemont posting expectation-beating organic growth. Consumers in China are becoming more discerning, and "luxury brands may no longer rely on a steady stream of newly minted luxury consumers to drive growth in China," Solca and other Bernstein analysts write in a note. Fears over China and gold are overblown, however, Solca says. Luxury stocks fall sharply, with Gucci owner Kering down 4.1%, while Burberry and Moncler slip 2.8% and 3.8%, respectively. Richemont falls 1.7% after initially climbing at the opening bell. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 15, 2026 06:43 ET (11:43 GMT)

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