奢侈市場寒冬?財報顯示 Gucci 銷售額下降 24%

恰逢創意總監 Sabato De Sarno 宣布離職後不到一週。

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根據開雲集團(Kering)發布的年度財報,Gucci 在 2024 年第四季度營收大幅下滑 24%,全年總營收亦下降 23%,顯示品牌正面臨嚴峻挑戰。此外,Saint Laurent 在 Q4 營收下跌 8%,全年總營收則下降 12%,反映出 Kering 旗下品牌整體表現低迷。

然而,Bottega Veneta 逆勢成長,全年銷售增長 12%,主因是皮革製品持續熱銷,特別是 Jodie 和 Andiamo intrecciato 包款。此外,眼鏡業務的增長也在一定程度上緩解了集團的虧損。不過即便有少數品牌表現亮眼,整體業績下滑仍突顯了全球奢侈品市場在吸引新客群與維持品牌影響力上的困境。

這份財報發布的時間點,恰逢 Gucci 創意總監 Sabato De Sarno 宣布離職後不到一週。自 2023 年接任以來,Sabato De Sarno 即試圖讓品牌遠離短暫的網路熱潮,回歸經典且具商業價值的設計方向,並重新強化男裝線。然而,他的短暫任期並未獲得市場與評論界的熱烈迴響,最終選擇離開。

Gucci 計劃於 2 月 25 日於米蘭時裝週發表 2024 秋冬聯合男女裝系列,這將是 Sabato De Sarno 任內的最後一場秀。目前,品牌尚未宣布繼任者。回顧 2022 年 Alessandro Michele 離職後,Gucci 曾短暫由內部設計團隊過渡,這與 Chanel 在 Virginie Viard 離職後 由內部團隊接手的策略類似。

Sabato De Sarno 的離職,正是奢侈品市場在過去一年內高層與創意端頻繁變動的縮影。其他近期的重要人事變動還包括:Alessandro Michele 正式加入 Valentino、Veronica Leoni 於紐約時裝週首度亮相 Calvin Klein 系列、Sarah Burton 即將發表其在 Givenchy 的首個系列、Matthieu Blazy 則接掌 Chanel。

在全球奢侈市場商業模式變革之際,品牌與創意總監的頻繁更迭,也為產業未來增添更多不確定性。

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