全球最大奢侈品集团LVMH表示，在截至9月的第三季度中，除日本以外的亚洲地区是唯一销售额出现下滑的地区，而最大的拖累因素是中国需求出现了中双位数的放缓，这与宏观经济环境不够景气有关。
The world’s largest luxury group LVMH said Asia, excluding Japan, was the only region to suffer falling sales in the third quarter ending September and the biggest drag was a mid-teens slowdown in Chinese demand, amid a less buoyant macroeconomic environment.
路易威登、迪奥、宝格丽和芬迪的母公司在周一的财报电话会议上表示，亚洲市场受到了中国消费者信心因宏观因素急剧恶化的冲击，这对可自由支配支出产生了实质性影响。需求放缓的同时，路易威登在中国提起了一系列商标诉讼。
The Louis Vuitton, Dior, Bvlgari and Fendi’s parent group said Asia took a hit from a sharp macro-led deterioration in Chinese consumer sentiment, with tangible impact on discretionary expenses, the group said during an earnings call session on Monday. The slowdown in demand coincided with a string of trademark lawsuits Louis Vuitton has filed in China.
在其中一起案件中，中国法院于7月裁定当地茶饮连锁品牌茉莉奶茶因使用相似标志，需向该品牌赔偿1030万元人民币（约合150万美元）。尽管该案已上诉，但这一初步裁决在网上引发了激烈讨论，并激起了公众对这家中国公司的同情。
In one case, local tea chain Molly Tea was ordered by a Chinese court to pay the brand 10.3 million yuan (US$1.5 million) in July over its use of a similar logo. The initial ruling, despite the appeal, sparked heated online debate and drew public sympathy for the Chinese company.
LVMH首席财务官塞西尔·卡巴尼斯在财报电话会议上表示：“关于茉莉奶茶一案，很难量化其精确影响，但可以肯定地说，它产生了负面影响，至少在季度初是这样。”
“On Molly, (it’s) very difficult to size a precise impact, but it’s probably fair to say that it had a negative impact, at least at the beginning of the quarter,” said Cecile Cabanis, chief financial officer of LVMH, during the earnings call session.
卡巴尼斯补充道：“今年夏天中国市场的新闻流并不太好，这确实影响了消费者的愉悦感，并造成了短期内中国市场低迷的背景。我们希望这种情况能够平息。我们需要做更多的工作，但我们并没有停止对中国的投资。”
“The news flow has not been particularly good in China in the summer, so this has really weighed on the feel-good factor and created a short-term subdued Chinese backdrop. We hope it will subside. We need to do more, but we have not stopped investing in China,” Cabanis added.
该集团表示，本季度其中国客户面临着宏观因素驱动的充满挑战的消费背景，导致亚洲市场出现中个位数的下滑，其中对时装和皮革制品的影响更为明显。
The group said the quarter was marked by a challenging, macro-driven consumer backdrop among its Chinese clientele, leading to a mid-single-digit decline in Asia, with a more tangible impact on fashion and leather goods.
南京苏宁银行特约研究员付一夫表示：“路易威登起诉茉莉奶茶对其业绩造成了显著打击，因为它起诉年轻茶饮品牌并寻求巨额赔偿的行为违背了中国消费者的情感。”
“Louis Vuitton’s lawsuit against Molly Tea caused a notable hit to its performance, as it was against Chinese consumers’ sentiment by suing the young tea brand and seeking hefty damages,” said Fu Yifu, a special research fellow at Su Merchants Bank in Nanjing, capital of eastern China’s Jiangsu province.
付一夫说：“国际奢侈品牌在中国经营时，尊重当地文化情感是第一位的。对于具有高影响力的品牌而言，主动展现善意和克制，比强调法律上的正确性更能保护其长期品牌资产。”
“When international luxury brands operate in China, respect for local cultural sentiment comes first. For high-impact brands, proactive goodwill and restraint protect their long-term brand equity better than stressing legal correctness,” Fu said.
在香港、澳门和台湾地区，该集团的业务表现与上一季度相比变化不大。对于中国市场集群而言，第三季度离岸销售额下降了中个位数。
In Hong Kong, Macau and Taiwan, the group’s business performance did not change much compared with the previous quarter. For the Chinese cluster, offshore sales declined by mid-single digits in the third quarter.
前九个月，该集团实现营收571亿欧元（约合639亿美元），同比增长2%，在美国、欧洲和日本市场表现稳健。
For the first nine months, the group posted revenue of €57.1 billion (US$63.9 billion), up 2 per cent year on year, with solid growth in the US, Europe and Japan.
贝恩公司今年早些时候发布的一份报告显示，去年中国内地个人奢侈品市场萎缩了3%至5%。
Mainland China’s personal luxury goods market contracted by 3 per cent to 5 per cent last year, a report by Bain & Company said earlier this year.