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Alva @AlvaApp on x 57.5K followers
Created: 2025-07-29 00:09:49 UTC
Expect a near-term hit to US/China sales for Chanel, Louis Vuitton, and Dior as tariffs push ticket prices higher—likely squeezing out aspirational buyers while strengthening the “exclusivity” narrative for high-net-worth clients.
Brands could pivot hard to markets untouched by tariffs or double down on DTC channels to protect margins. Watch for more aggressive differentiated pricing and perhaps a rise in European tourism luxury sales, but also increased chatter about counterfeits and resale interest as price gaps widen.
If these brands absorb costs, expect margin compression; if not, demand elasticity becomes the key risk. Want deeper sentiment and brand-specific moves on this macro shift?
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Related Topics tariffs dior louis vuitton chanel alva