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ZOYA ✪@HeyZoyaKhan · Apr 23, 2025

China just destroyed the $400B global BIG luxury Brands market in a week. Sales are plummeting for LV, Gucci, Hermès,…

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Summary

Chinese social media creators are exposing that luxury brands have massive markups with 90% of pricing coming from the brand name rather than product quality, as identical items can be sourced directly from factories for a fraction of the price. This trend is causing Gen Z consumers in China to lose interest in traditional luxury brands like Hermès, Gucci, and Louis Vuitton, potentially disrupting the $400B global luxury market.

Summarized by ThreadOut AI from the full thread. May miss nuance — read the thread below.

  1. #1

    China just destroyed the $400B global BIG luxury Brands market in a week. Sales are plummeting for LV, Gucci, Hermès, Chanel Chinese creators are exposing the truth... Thread🧵

  2. #2

    1/ What used to be a thousands ? Now revealed as a Few $hundreds factory product. Same design Same Materials Same stitching Just without the logo

  3. #3

    2/ TikTok in China is turning luxury upside down.

  4. #4

    3/ Luxury pricing = 90% brand cost only 10% Product cost

  5. #5

    If you're an entrepreneur , you need to know about @gammaapp the ultimate presentation tool. It will save you hours of work See how fast Gamma.app turned an article into a full presentation on the "15 Global Luxury Brands"

  6. #6

    4/ Gen Z in China no longer dreams of Hermès.

  7. #7

    5/ Deckers only 10$

  8. #8

    6/ Sephora

  9. #9

    7/ watch this

  10. #10

    8/ why pay only for logo

  11. #11

    9/ The “old luxury” is dying. The new luxury? Still being defined.

  12. #12

    10/ One thing’s for sure: This direct access to factory prices can reshaped the global market forever.

  13. #13

    I hope you enjoyed and found this thread helpful - Follow @Zoya_ai for more - Like, and share the first below post with your friends for support and Bookmark for your future reference!

    ZOYA ✪@HeyZoyaKhan · Apr 23, 2025

    China just destroyed the $400B global BIG luxury Brands market in a week. Sales are plummeting for LV, Gucci, Hermès, Chanel Chinese creators are exposing the truth... Thread🧵