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6/18/2013, 5:58 PM ET

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Thursday, April 25, 1:56 PM The Avon Lady might be rolling around in her grave with news of the latest development in the world of fast-pace cosmetics selling. Chanel is introducing new vending machines which will dispense high-end cosmetic on demand. For a large part of the luxury cosmetics industry the focus has been on trying convince Chinese consumers to buy fragrances and make-up, but now more firms like Chanel are starting to dip into new channels. Cosmetics sellers: Avon Products (AVP), Estee Lauder (EL), Ulta Salon (ULTA), L'Oreal (LRLCY.PK), Sephora (LVMHF.PK). Comment! [Consumer, Global & FX]
Monday, April 15, 1:29 PM The LVMH read-through to luxury stocks: The LVMH report is consistent with the latest batch of retail sales data from China which indicates solid growth is still out there - but just not at the frothy levels of years past. An important trend to watch is that demand in Europe is getting considerable support from the steady string of tourists pouring in from China which magnifies the impact that Chinese consumers have on the sector. Comment! [Consumer, Global & FX]
Monday, April 15, 1:24 PM LVMH Moet Hennessy Louis Vuitton (LVMHF.PK) reports a healthy 6% climb in revenue to €6.95B ($9.1B) during the first quarter to match the estimates of analysts. Strong sales inside the company's selective retailing division and a surprise bounce in wine and spirits sales helped to offset a slow period for Prada. Comment! [Global & FX, Consumer, Earnings]
Monday, April 15, 6:52 AM China retail sales rose 12.6% Y/Y in Q1 to 5.5451T yuan ($887.22B), according to government data. The pace of growth was a slight improvement over last month's mark and slightly beat estimates but a crackdown on corruption appears to be having an impact on luxury spending and could affect companies in the sector. On watch: EL, RL, COH, KORS, WRC, LVMHF.PK, GUCG.PK. Comment! [Consumer, Global & FX]
Monday, March 11, 9:06 AM China retail sales grew 12.3% in the January to February period, below the estimate of analysts which called for a 13.8% gain. The downtick could be one of the first signs that a government crackdown on lavish spending by government bigwigs may actually register on the sales needle. On watch: EL, RL, COH, KORS, WRC, LVMHF.PK, GUCG.PK. 1 Comment [Consumer, Global & FX]
Monday, February 11, 2:03 PM Competitive online retailers take a toll on cosmetics industry heavyweights in China as lower Internet prices on items draws in consumers. Avon (AVP +2.8%) saw sales sink 31% in the nation during the last quarter, while Sephora (LVMHF.PK) had to close stores due to losses. Though it's a bitter disappointment for many companies hoping to see the $24B Chinese cosmetics market be a driver for growth, a few firms such as Estee Lauder (EL -1.7%) and Procter & Gamble (PG +0.1%) have made smart online plays in China. Comment! [Consumer, Global & FX]
Monday, October 15, 2012, 8:54 AM Bain & Co. warns growth in the luxury market will slow to 5% this year with spending in China the biggest area of concern. Just last year, the sector was cruising along at a double-digit growth pace. The influence of Chinese consumers on the global luxury market continues to be dramatic with the nation now accounting for half of all luxury purchases in Asia and close to a third in Europe. On watch: RL, COH, KORS, GUCG.PK, WRC, TIF, LVMHF.PK. 1 Comment [Consumer, Global & FX]
Thursday, October 4, 2012, 3:31 PM Chinese spending in Hong Kong during this year's (currently ongoing) Golden Week holiday is expected to fall at least 10% Y/Y, according to the Travel Industry Council. "The macroeconomic situation is dreadful," an analyst. "The number of big-ticket transactions has shrunk." Comment! [Global & FX]