Today 4
Daily Analysis — 2025-07-19
Watches of Switzerland GroupThe 1916 CompanyWonderCareSPKTRLLVMH
Luxury FashionApparelLuxury WatchesLuxury JewelryFashion Retail
United StatesEurope
Luxury brands are strategically navigating consumer price sensitivity as US apparel CPI ticks up 0.4% and handbags see hikes of up to 12%, forcing value-driven offerings while European prices remain 52% above 2019 levels. Meanwhile, Watches of Switzerland Group is diversifying into jewellery to offset a 7% watch sales dip, and new partnerships and tech-led entrants like The 1916 Company with WonderCare and LVMH alumna’s SPKTRL are reshaping service and product innovation in the sector.
Key News for Today
US apparel prices rose 0.4% and luxury handbag costs jumped by up to 12%
Why it matters: Heightened pricing pressures risk eroding consumer demand and force luxury firms to rethink value propositions
Impact: Strained wallets could translate to slower revenue growth and shifting market share among premium players
What to follow: Next CPI release alongside same-store sales and average selling price trends
Watches of Switzerland Group pivots to jewellery amid watch market slowdown
Why it matters: Diversification into jewellery seeks to bolster growth as watch sales face headwinds
Impact: Broader product mix could enhance revenues and strengthen the group’s market positioning
What to follow: Quarterly jewellery segment revenue and margin performance
The 1916 Company inks exclusive watch insurance deal with WonderCare backed by Chubb
Why it matters: Adding insurance services enhances customer loyalty and unlocks ancillary revenue
Impact: May increase retention rates and create a new recurring income stream
What to follow: Insurance uptake metrics and partner revenue contribution in upcoming reports
LVMH alum unveils SPKTRL, a quiet tech jewelry brand blending design and wearable tech
Why it matters: Design-first wearables challenge traditional smartwatches and signal a shift toward seamless luxury tech
Impact: Could ignite innovation competition and open a new niche in high-end wearable jewellery
What to follow: SPKTRL’s launch sales figures and follow-on funding announcements
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