This report provides a Q2 2026 update on luxury sector data trends, highlighting sequential resilience in US, Japanese, and Korean consumer spending alongside volatility in China. It includes high-frequency data tracking across pricing, website traffic, and organic growth.
Key Takeaways
- 1.Overall Q2 2026 luxury trends appear consistent or better than Q1, with resilience in US, Japanese, and Korean markets offsetting ongoing volatility in China.
- 2.US discretionary spending, particularly in the 'Jewelry stores' category, continues to exhibit strength into Q2 2026.
Table of Contents
- US Chase card spending points to continued strength
- Japan remains a strong market
- South Korea is benefitting from both locals and tourists
- China remains volatile
- The Pricing Tracker
- The Luxury Brand Heatmap
- The Organic Growth Tracker
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Authors
Chiara BattistiniWendy LiuApurva VishwarajVictoria Saden
Securities
BCLVMH.PAKER
Themes
Luxury Sector CyclicalityRegional Divergence
Regions
EuropeMiddle EastUnited StatesJapanSouth Korea
