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Luxury Brands Need a Comeback in China. They Shouldn’t Count on It.

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Chinese shoppers are returning to luxury stores, but with less appetite to spend and in greatly diminished numbers. That is disappointing for high-end brands desperate for fresh growth.

After five years of weak sales, some luxury brands said their China business recently turned a corner. Richemont, which owns Cartier and Van Cleef & Arpels jewelry, said sales started to grow again in China in the third quarter of 2025. British luxury trench coat maker Burberry BRBY 0.00%increase; green up pointing triangle also noticed an improvement last fall, and said demand accelerated further in the final three months of the year.

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