{"id":157584,"date":"2026-10-22T12:23:35","date_gmt":"2026-10-22T10:23:35","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=157584"},"modified":"2026-10-22T12:23:37","modified_gmt":"2026-10-22T10:23:37","slug":"china-en-tweedehandsmarkt-zetten-hermes-onder-druk","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/nl\/news\/mode\/china-en-tweedehandsmarkt-zetten-hermes-onder-druk\/","title":{"rendered":"China en tweedehandsmarkt zetten Herm\u00e8s onder druk"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Het Franse luxehuis <strong>Herm\u00e8s <\/strong>ziet de groei terugvallen tot het laagste niveau sinds de coronapandemie. Vooral de Chinese markt stelt teleur, terwijl analisten vraagtekens plaatsen bij het exclusieve karakter van de iconische Birkin- en Kelly-handtassen.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Chinese luxeklanten haken af<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Herm\u00e8s boekte in het derde kwartaal een omzet van 4,1 miljard euro, een stijging van 4,3% tegen constante wisselkoersen. Daarmee laat het luxehuis zijn zwakste kwartaalgroei sinds begin 2020 optekenen. Vooral China drukt op de resultaten. In Azi\u00eb-Pacific, exclusief Japan, stagneerde de omzet, terwijl analisten een groei van 1,55% verwachtten. De regio vertegenwoordigt ongeveer 42% van de groepsomzet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Financieel directeur Eric du Halgou\u00ebt noemt de Chinese markt &#8220;moeilijk&#8221;. De vastgoedcrisis, zwakke financi\u00eble markten en strengere belastingmaatregelen voor vermogende Chinezen temperen de vraag naar luxeproducten. Niettemin houdt Herm\u00e8s vast aan zijn langetermijninvesteringen in het land.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">De vertraging treft niet alle productcategorie\u00ebn even hard. De lederwarendivisie, met de begeerde Birkin- en Kelly-handtassen, groeide nog met 10,8%. De verkoop van kleding en accessoires, goed voor meer dan een kwart van de omzet, daalde daarentegen met 2%. Volgens Du Halgou\u00ebt ligt de oorzaak van die terugval volledig in China.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dreigt Birkin exclusiviteit te verliezen?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Naast de zwakkere verkoopcijfers groeit de bezorgdheid over het bedrijfsmodel van Herm\u00e8s. Dat steunt in belangrijke mate op schaarste: klanten moeten vaak jarenlang wachten op een felbegeerde handtas, terwijl de beperkte beschikbaarheid de exclusiviteit en prijszettingsmacht van het merk ondersteunt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Maar volgens analisten van UBS neemt het aanbod van Birkin- en Kelly-tassen op de tweedehandsmarkt (te) snel toe. Wereldwijd zouden momenteel zes tot zeven keer meer exemplaren te koop staan dan v\u00f3\u00f3r de pandemie. &#8220;Wij geloven dat de aard van de onderneming verandert&#8221;, aldus de analisten.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Herm\u00e8s zelf ziet voorlopig geen reden tot ongerustheid. Volgens Du Halgou\u00ebt blijft de aantrekkingskracht van de Birkin &#8220;intact&#8221;. Het luxehuis wil zijn productiecapaciteit en volumes de komende jaren met ongeveer 6% per jaar verhogen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wel ondervindt het modehuis de commerci\u00eble uitdagingen Herm\u00e8s de gevolgen van de recente rellen in Frankrijk. De winkel in Marseille kreeg te maken met plunderingen en zal volgens de financieel directeur niet snel heropenen. Ook vestigingen in Parijs, Nantes en Lyon liepen schade op. Het luxehuis heeft de beveiliging aangescherpt.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Het Franse luxehuis Herm\u00e8s ziet de groei terugvallen tot het laagste niveau sinds de coronapandemie. Vooral de Chinese markt stelt teleur, terwijl analisten vraagtekens plaatsen bij het exclusieve karakter van de iconische Birkin- en Kelly-handtassen.<\/p>\n","protected":false},"author":5,"featured_media":142121,"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],"tags":[509],"people":[],"extra":[43],"company":[935],"topic":[88],"region":[89],"class_list":["post-157584","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mode","tag-luxe","extra-plus","company-hermes","topic-bedrijfsresultaten","region-frankrijk"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>China en tweedehandsmarkt zetten Herm\u00e8s onder druk - 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\/nl\/news\/mode\/china-en-tweedehandsmarkt-zetten-hermes-onder-druk\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"China en tweedehandsmarkt zetten Herm\u00e8s onder druk - RetailDetail BE\" \/>\n<meta property=\"og:description\" content=\"Het Franse luxehuis Herm\u00e8s ziet de groei terugvallen tot het laagste niveau sinds de coronapandemie. 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