Luxury sector mein ab tension ka mahaul hai. Hermes ki Q3 revenue growth Asia-Pacific mein flat ho gayi hai, jiske baad stock ek hi din mein **9%** toot gaya.
China ne bigada khel
Ab tak Hermes ko market ka 'safe heaven' maana jata tha, par is baar Q3 numbers ne sabko chaukha diya hai. Asia-Pacific market, jo company ke total revenue ka lagbhag 42% contribute karta hai, wahan sales growth bilkul ruk gayi hai. China mein chal rahi economic problems ka seedha asar luxury sales par dikh raha hai.
Investors ki halat kharab
News aate hi market mein panic fail gaya aur share price 9% niche gir gaya. Ye July ke baad ka sabse bada single-day drop hai. Agar hum 2026 ki baat karein, toh stock ab tak 41% gir chuka hai, jo ki 1993 mein listing ke baad se iska sabse kharab saal sabit ho raha hai.
Sirf Hermes hi nahi, sab pareshan
Ye sirf ek brand ki kahani nahi hai, balki poore luxury sector ka haal hai. Pichle hafte LVMH ne bhi China mein apni operations ke kharab numbers dikhaye the. Ab sabki nazar Kering (Gucci ki parent company) par hai ki kya unka bhi same haal hai.
China mein property crisis aur financial market ki volatility ne ameer logon ke kharch karne ka tarika badal diya hai. Ab sawal ye hai ki kya ye sirf short-term problem hai ya luxury market ka golden era khatam ho raha hai?