スイスの高級ブランドグループ、リシュモンは、2026年度第4四半期の宝飾品部門が力強い成長を遂げたと報告した。3月31日までの3ヶ月間のグループ全体の売上高は、為替変動の影響を除いたベースで13％増加した。
カルティエ、ヴァン クリーフ＆アーペル、ブチェラッティを擁する宝飾品事業は16％成長し、アナリストの予想である11％を上回った。専門時計メーカー部門は2％増、その他の事業は7％増となった。通期の売上高は前年比11％増の224億ユーロに達し、純現金ポジションは85億ユーロとなった。
LVMH announced first-quarter sales rose 1% organically to €19.12 billion. Fashion and leather goods sales fell 2% to €9.25 billion, better than the prior quarter but below expectations. The Middle East conflict impacted growth by about 1 percentage point.
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The ninth annual Morgan Stanley Swiss Watcher report reveals that leading Swiss watch brands like Rolex and Cartier gained market share in 2025 amid industry challenges. Overall production volumes fell to 14.6 million units, down significantly from previous peaks, as brands focused on higher-priced models. Swatch Group disputed the report's estimates, claiming stronger performance than indicated.
Ermenegildo Zegna Group reported a 2.5% year-on-year revenue increase to €458.8 million in the first quarter of fiscal 2026, surpassing analyst expectations. The growth was driven by strong direct-to-consumer sales across its brands. Shares in the company rose 5% following the announcement.
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Morgan Stanley's latest report on the Swiss watch industry highlights Rolex's continued dominance, with its turnover surpassing the next four top brands combined. Omega experienced a decline, dropping from third to fifth place with units sold falling from 505,000 in 2024 to 460,000 in 2025. The analysis also notes shifts in average retail prices and sales volumes across major brands, prompting criticism from Swatch Group over data accuracy.