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.pptx

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.pptx

Wehavediscussedconsumerpolarisationingloballuxurygoodsatlength(seehere,here,andhere).ButhowpolarisedistheUSconsumerreally?Inthisnote,weputthethesistothetest,lookingacrossincome,discretionaryspending,wealthandsentimenttounderstand

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