Bernstein-全球奢侈品:消费两极化-高净值群体引领需求 Global Luxury Goods Consumer Polarisation - Wealth Takes the Lead.pdfVIP

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Bernstein-全球奢侈品:消费两极化-高净值群体引领需求 Global Luxury Goods Consumer Polarisation - Wealth Takes the Lead.pdf

BERNSTEIN19October2026

SOCIETEGENERALEGROUP

GlobalLuxuryGoods

GlobalLuxuryGoods:ConsumerPolarisation-WealthTakesthe

Lead

Wehavediscussedconsumerpolarisationingloballuxurygoodsatlength(seehere,here,

LucaSolca

+41582723126andhere).ButhowpolarisedistheUSconsumerreally?Inthisnote,weputthethesistothe

luca.solca@test,lookingacrossincome,

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