{"id":156840,"date":"2026-10-13T09:53:40","date_gmt":"2026-10-13T07:53:40","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=156840"},"modified":"2026-10-13T09:53:41","modified_gmt":"2026-10-13T07:53:41","slug":"lvmh-continue-de-reculer-en-raison-de-la-faiblesse-du-marche-chinois","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/mode\/lvmh-continue-de-reculer-en-raison-de-la-faiblesse-du-marche-chinois\/","title":{"rendered":"LVMH continue de reculer en raison de la faiblesse du march\u00e9 chinois"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Le g\u00e9ant fran\u00e7ais du luxe <strong>LVMH<\/strong>, maison m\u00e8re de <strong>Louis Vuitton<\/strong> et <strong>Dior<\/strong>, affiche \u00e9galement une croissance d\u00e9cevante de son chiffre d&rsquo;affaires au troisi\u00e8me trimestre, en raison de la faiblesse de la demande chinoise. Est-ce le signe d&rsquo;un nouveau ralentissement dans le secteur du luxe, qui fait face \u00e0 des difficult\u00e9s depuis d\u00e9j\u00e0 trois ans ?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Les Chinois perdent confiance<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">LVMH a annonc\u00e9 une croissance organique de son chiffre d&rsquo;affaires de 1 % en glissement annuel, soit un chiffre d&rsquo;affaires total de 18,5 milliards d&rsquo;euros. La division mode et maroquinerie, qui repr\u00e9sente pr\u00e8s de la moiti\u00e9 du chiffre d&rsquo;affaires total, a m\u00eame vu son chiffre d&rsquo;affaires organique reculer de 5 %.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les faibles performances de LVMH s\u2019expliquent en grande partie par une forte baisse de la confiance des consommateurs en Chine. Le chiffre d\u2019affaires en Asie, o\u00f9 la Chine est le march\u00e9 dominant, a recul\u00e9 de 5 % par rapport \u00e0 l\u2019ann\u00e9e derni\u00e8re. Lors d\u2019une conf\u00e9rence t\u00e9l\u00e9phonique avec les analystes, la directrice financi\u00e8re C\u00e9cile Cabanis a soulign\u00e9 que le troisi\u00e8me trimestre avait \u00e9t\u00e9 particuli\u00e8rement touch\u00e9 par une \u00ab d\u00e9t\u00e9rioration de la confiance des consommateurs chinois, d\u2019origine macro\u00e9conomique, avec un impact tangible sur les d\u00e9penses discr\u00e9tionnaires \u00bb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La Chine, qui repr\u00e9sente environ un cinqui\u00e8me des achats mondiaux de produits de luxe, a longtemps \u00e9t\u00e9 le moteur de la croissance du secteur. Depuis la pand\u00e9mie, la demande s\u2019est toutefois fortement affaiblie. De plus, le pays est confront\u00e9 \u00e0 de nouveaux d\u00e9fis, tels qu\u2019une politique fiscale plus stricte \u00e0 l\u2019\u00e9gard des particuliers fortun\u00e9s. Selon Cabanis, cette politique a port\u00e9 un coup au sentiment de bien-\u00eatre des consommateurs chinois.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Louis Vuitton perd du terrain<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Alors que l\u2019Asie est sous pression, le march\u00e9 am\u00e9ricain affiche de meilleurs r\u00e9sultats. Le chiffre d\u2019affaires aux \u00c9tats-Unis a progress\u00e9 de 5 %. Les analystes pr\u00e9viennent toutefois que les premiers signes d\u2019un ralentissement des d\u00e9penses de consommation commencent \u00e0 se manifester ici aussi. Par ailleurs, la guerre avec l\u2019Iran reste une source d\u2019incertitude pour le secteur.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Louis Vuitton, le fleuron de LVMH, perd \u00e9galement du terrain. La marque, qui est rest\u00e9e relativement r\u00e9sistante pendant le ralentissement du secteur du luxe, doit \u00ab trouver un meilleur \u00e9quilibre entre innovation et h\u00e9ritage \u00bb. Elle ne consid\u00e8re toutefois pas que des mesures drastiques, telles que des baisses de prix, constituent une solution. \u00ab Nous ne croyons pas \u00e0 ce genre de mesures pour redynamiser la marque \u00bb, a d\u00e9clar\u00e9 Cabanis.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les r\u00e9sultats de LVMH, premier grand acteur du secteur \u00e0 avoir publi\u00e9 ses chiffres du troisi\u00e8me trimestre, jettent une ombre sur les perspectives du secteur du luxe. La semaine prochaine, <strong>Herm\u00e8s<\/strong>, c\u00e9l\u00e8bre pour ses sacs Birkin, et <strong>Kering<\/strong>, propri\u00e9taire de Gucci, publieront \u00e9galement leurs chiffres d\u2019affaires du troisi\u00e8me trimestre.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le g\u00e9ant fran\u00e7ais du luxe LVMH, maison m\u00e8re de Louis Vuitton et Dior, affiche une nouvelle fois une croissance d\u00e9cevante de son chiffre d&rsquo;affaires au troisi\u00e8me trimestre, en raison de la faiblesse de la demande chinoise. Est-ce le signe d&rsquo;un nouveau ralentissement dans le secteur du luxe, qui fait face \u00e0 des difficult\u00e9s depuis d\u00e9j\u00e0 trois ans ?<\/p>\n","protected":false},"author":5,"featured_media":156841,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[14,22],"tags":[509,1656],"people":[],"extra":[43],"company":[730],"topic":[266],"region":[342],"class_list":["post-156840","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mode","tag-luxe","tag-luxe-2","extra-plus","company-lvmh","topic-resultats-financiers","region-france"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LVMH continue de reculer en raison de la faiblesse du march\u00e9 chinois - RetailDetail BE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.retaildetail.be\/fr\/news\/mode\/lvmh-continue-de-reculer-en-raison-de-la-faiblesse-du-marche-chinois\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LVMH continue de reculer en raison de la faiblesse du march\u00e9 chinois - RetailDetail BE\" \/>\n<meta property=\"og:description\" content=\"Le g\u00e9ant fran\u00e7ais du luxe LVMH, maison m\u00e8re de Louis Vuitton et Dior, affiche une nouvelle fois une croissance d\u00e9cevante de son chiffre d&#039;affaires au troisi\u00e8me trimestre, en raison de la faiblesse de la demande chinoise. 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