Bulgari CEO Babin: India Might Become One of Top Markets

The transcript discusses the impact of tariffs on the luxury market, particularly between China and the USA, and highlights the Franco-Italian dominance in luxury goods. It analyzes China's economic challenges, focusing on real estate and oversupply issues, and Bulgari's strategic plans for store expansion and e-commerce in China. The growth potential in India and Japan's luxury markets is explored, with emphasis on demographic advantages and cultural shifts. Bulgari's product performance, especially in jewelry and watches, is highlighted, along with the importance of maintaining optimism to mitigate market risks.

What role does e-commerce play in Bulgari's strategy in China?

Which product categories are currently driving Bulgari's growth?

What risks does Bulgari face in the luxury market for 2025?

How do you think the economic situation in China will affect luxury goods sales?