蘑菇AV

Our take: Luxury companies are girding themselves for a more difficult operating environment in 2025, as challenges in China and uncertainty in the US throw up considerable roadblocks to growth.

By offering affordable luxury鈥攍ike $50 cashmere sweaters鈥攊t has carved out a niche between fast fashion and high-end luxury, appealing to value-conscious yet style-savvy consumers. When the retailer launched in 2020 it sold apparel, accessories, jewelry, and home decor. Since then it has steadily expanded into women鈥檚 footwear, cookware, and bedding.

A partnership with luxury reseller Rebag to sell pre-owned designer handbags, jewelry, and accessories on its third-party marketplace. A $520 million deal with warehouse automation company Symbiotic to enhance its online pickup and delivery fulfillment systems.

Hyatt plans to open over 50 luxury and lifestyle hotels globally by 2026. The company has doubled its luxury room count since 2017, with 70% of its hotel rooms now categorized as luxury or 鈥渦pper upscale.鈥�. Delta is reconfiguring its planes to increase premium seating and adding perks like upgraded lounges and Shake Shack burgers to enhance its appeal to frequent flyers.

The number of these consumers, who have assets worth more than $30 million, is expected to grow 50% between 2023 and 2028, making the country a particularly lucrative opportunity for luxury brands. India鈥檚 luxury market is expected to grow between 15% and 25% annually for the next seven years, per Barclays.

Our take: Delta has ample reason to be optimistic鈥攕pending from wealthy consumers has been resilient across sectors, from CPG to luxury, as easing inflation and stock market gains boost sentiment.

57% of US adults have used eBay to purchase secondhand luxury fashion and accessories online in the past year, according to March 2024 data from CivicScience.

Luxury brands Herm猫s, Christian Dior, and Bulgari have recently expanded their footprint in the region, as have retailers such as Victoria鈥檚 Secret, Uniqlo, New Balance, and Foot Locker. Our take: India鈥檚 retail industry faces a significant challenge: a lack of consumer demand.

What Barington wants: Barington鈥檚 main concern is Macy鈥檚 share price, which it believes is significantly undervalued compared with peers and doesn鈥檛 reflect the potential of its turnaround plan, the strength of its luxury business, or its extensive real estate portfolio. It sees four main ways to boost the retailer鈥檚 value to shareholders:.