S4 - Ep 11 Luxury Brands Review: LVMH, L'Oreal, Hermes - a podcast by Eric Clark

The global luxury goods market is expected to be about $320B over the next 5 years. Strong demographic tailwinds exist as younger, aspirational luxury goods consumers spend more on the category than older baby boomers. Between the largest wealth transfer in history ($45Trillion moving over the next 2 decades) and the high brand love LVMH, Hermes, L'Oreal,, and Ferrari have with consumers, we see big things ahead even as the economy cools off a bit short-term. Luxury spending tends to be less cyclical and more stable in slowdowns than most other categories. Here's a quick review of LVMH, Hermes, and L'Oreal's dominance in their categories.
For more information on investing in leading global brands:
https://www.globalbrandsmatter.com/dynamic-portfolio

Further episodes of Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

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