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1、RETAILEVOLUTION2018February20th2018,MilanLucaSolca,ManagingDirector,GlobalLuxuryGoodsExaneBNPParibas20FEBRUARY2018LucaSolca(+41)227186536luca.solca@exanebnpparibas.comDisclosures&disclaimersareattheendofthispublication.Thedate&timethatrecommendationswerefinalisedca
2、nbeMelaniaGrippo(+39)0289631724melania.grippo@exanebnpparibas.comfoundinResearchpublicationsonhttps://cube.exane.comGuidoLucarelli(+39)0289631726guido.lucarelli@exanebnpparibas.comDigitalLuxurydistributionisatanInflectionPoint:TheLastoftheMohicansareontheBandwagon“
3、[..]Wewanttoinvestheavilyinthedigitalprogram.”(PatrizioBertelli,PradaCEO-12/04/2017)“Whatwewanttodowiththisbigcashflowismostlyself-fundourgrowthactivitiesanddevelopmentactivitiesinanindustrywearenotfullyfamiliarwithyet,i.e.,digital,butitcertainlyrequiresabiginvestm
4、entinhumanresourcesandconsultinganddevelopment.”(PatrizioBertelli,PradaCEO-12/04/2017)“Weallnowunderstandthatconsumerstendtobuythroughbothchannelsatthesametime,sothroughbothretailphysicalstoresandthroughe-commercechannels.”(PatrizioBertelli,PradaCEO–08/09/2017)“Our
5、digitalstrategy,whichisbasedon3pillars:first,drivingonlinesalesthroughoure-commerceplatformasMr.Bertelliwastellingyoubefore;second,developingaseamlessomnichannelshoppingexperience;andthird,increasingourinvestmentsindigitalcommunications.”(ChiaraTosato,GeneralManage
6、randDigitalDirector,Prada08/09/2017)ExaneBNPParibas
7、RETAILEVOLUTION20182DigitalLuxurydistributionisatanInflectionPoint:LuxurybrandsareembracingdigitalinChinaSource:Luxurydaily,ecommercechina.agency.com,digidayExaneBNPParibas
8、RETAILEVOLUTION20183DigitalLuxurydistrib
9、utionisatanInflectionPoint:WerecordasharpecommerceaccelerationintheUSAStylesavailableforpurchaseonline(includingPre-Order,US,FW17/18vs.FW16/17)as%ofas%ofFW16/17FW17/18y/ychg(%)GroupDeltatotaltotalDolce&Gabbana7372,235203%1,49825%Prada8761,846111%97016%CatchingFendi
10、7641,18255%4187%59%upBrunelloCucinelli292818180%5269%Tod's25942464%1653%Hermes2,8633,87635%1,01317%Gucci2,5023,47739%97516%ExtendingBurberry1,778
