全球二手奢侈品市场前景及投资研究报告-外文版培训课件闲鱼爱马仕

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TRENDSSecond-handluxurygoodsmarketworldwideCHAPTER

01MarketoverviewAnnualgrowthrateofsecond-handluxurygoodsmarketfrom2015to2022,withaforecastupto2028Second-handluxurygoodsmarketgrowthrate2022-202818%16%14%12%10%17%8%6%4%2%0%9%8%8%8%8%8%3%3%3%3%3%3%3%201520162017201820192020202120222023202420252026202720283Description:Globalsecond-handluxurygoodsmarketwasestimatedtogrowbyninepercentin2023.Thismarketsawitssteepestgrowthduringthepandemicyearof2020at17percent.Accordingtoestimates,second-handluxurygoodsmarketisexpectedtogrowwithasteadyrateofthreepercentannuallybetween2023and2028.Thesecond-handluxurymarketcomprisesofapparel,footwear,leathergoods,jewelry,watches,andeyewearpurchasedviaplatformsforsecond-handluxury[...]

ReadmoreNote(s):Europe;2023Source(s):Shareofsecond-handluxurygoodsintheoverallluxury&premiummarketfrom2014to2022,withaforecastupto2028Second-handluxurygoodsshareinthegloballuxurymarket2022-20285.5%5.0%4.9%4.8%4.6%4.5%4.5%4.0%3.5%3.0%2.5%2.0%1.5%4.3%4.2%4%3.7%3.59%3.08%2.85%20182.65%20172.5%20162.3%20152.1%201420192020202120222023202420252026202720284Description:Theshareofthesecond-handluxurygoodsinoverallgloballuxury&premiumgoodsmarketwasestimatedtobearound4.2percentin2023.Accordingtoestimates,marketshareofthesecond-handluxurygoodsisprojectedtoseeanincrease,reachingover4.9percentby2028.Thesecond-handluxurymarketcomprisesofapparel,footwear,leathergoods,jewelry,watches,andeyewearpurchasedviaplatformsforsecond-handluxurygoods,suchasPoshmarkandVestiaire[...]

ReadmoreNote(s):Europe;2023Source(s):Estimatedrevenueofthesecond-handluxurygoodsmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxurygoodsmarketrevenueworldwide2022-202818,00015,399.9616,00014,456.9613,575.6214,00012,675.0811,691.1812,00010,397.9910,0008,0007,055.296,004.056,0003,780.5720203,686.2920194,0002,887.9220182,232.8120171,81820161,504.320152,000

1,349.1802014202120222023202420252026202720285Description:Therevenueoftheworldwidesecond-handluxurygoodsmarketwasestimatedtobeworth7.1billionU.S.dollarsin2022.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingover10billionU.S.dollarsin2023.Thesecond-handluxurymarketcomprisesofapparel,footwear,leathergoods,jewelry,watches,andeyewearpurchasedviaplatformsforsecondhandluxurygoods,suchasVestiaireCollective.

ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxurygoodsmarketinNorthAmericafrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxurygoodsmarketrevenueNorthAmerica2022-20283,5003,305.13,129.482,974.033,0002,5002,0001,5001,0005002,821.132,662.882,474.431,831.221,533.44994.742020976.422019758.562018612.452017517.722016434.732015366.8620140202120222023202420252026202720286Description:Therevenueofthesecond-handluxurygoodsmarketinNorthAmericawasestimatedtobewortharound2.6billionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeanincrease,reachingover3.6billionU.S.dollarsby2028.Thesecond-handluxurymarketcomprisesofapparel,footwear,leathergoods,jewelry,watches,andeyewearpurchasedviaplatformsforsecond-handluxurygoods,suchasPoshmarkandVestiaireCollective.

ReadmoreNote(s):NorthAmerica;2023Source(s):Estimatedrevenueofthesecond-handluxurygoodsmarketinEuropefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxurygoodsmarketrevenueEurope2022-2028NorthernEuropeCentral&WesternEuropeSouthernEuropeEasternEurope4,5004,0003,5003,0002,5002,0001,5001,00050002014201520162017201820192020202120222023202420252026202720287Description:Therevenueofthesecond-handluxurygoodsmarketinEuropewasestimatedtobewortharound2.7billionU.S.dollarsin2023,withCentral&WesternEuropeaccountingformorethanhalfofthetotalmarketrevenue.Accordingtoestimates,Europeansecond-handluxurygoodsmarketissettoseeanincrease,reachingover3.8billionU.S.dollarsby2028.Thesecond-handluxurymarketcomprisesofapparel,footwear,leathergoods,jewelry,watches,andeyewear[...]

ReadmoreNote(s):Europe;2023Source(s):Estimatedrevenueofthesecond-handluxurygoodsmarketinAsiafrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxurygoodsmarketrevenueAsia2022-2028WesternAsiaCentralAsiaSouthernAsiaSoutheastAsiaEasternAsiaAustralia&Oceania7,0006,0005,0004,0003,0002,0001,00002014201520162017201820192020202120222023202420252026202720288Description:Therevenueofthesecond-handluxurygoodsmarketinAsia(excludingGCC)wasestimatedtobewortharoundfourbillionU.S.dollarsin2023,withEasternAsiaaccountingforroughly81percentofthetotalmarketrevenue.Accordingtoestimates,theAsiansecond-handluxurygoodsmarketissettoseeanincrease,reachingover5.8billionU.S.dollarsby2028.ReadmoreNote(s):Asia;2023Source(s):Estimatedrevenueofthesecond-handluxurygoodsmarketinAustraliaandOceaniafrom2014to2022,withaforecastupto2027(inmillionU.S.dollars)Second-handluxurygoodsmarketrevenueAustraliaandOceania2022-2027500466.37435.6645040035030025020015010050406.55379.08349.04309.09211.21198.95103.24201997.84202082.23201863.07201748.19201639.39201439.3520150202120222023202420252026202720289Description:Therevenueofthesecond-handluxurygoodsmarketinAustraliaandOceaniawasestimatedtobewortharound309millionU.S.dollarsin2023.Accordingtoforecasts,thismarketissettoseeanincrease,reachingover466millionU.S.dollarsby2028.ReadmoreNote(s):AustraliaandOceania;2023Source(s):CHAPTER

02SegmentsEstimatedrevenueofthesecond-handluxuryapparelmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxuryapparelmarketrevenueworldwide2014-20273,0002,499.832,5002,0001,5001,0005002,3462,199.612,050.521,888.271,677.51,120.87960.592021648.872020597.312019474.182018364.182017292.952016239.852015219.8120140202220232024202520262027202811/statistics/1316045/secondhand-luxury-apparel-market-revenueTherevenueoftheworldwidesecond-handluxuryapparelmarketwasestimatedtobeworthjustover1.67billionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingover2.5billionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxuryfootwearmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxuryfootwearmarketrevenueworldwide2014-20281,000,000,000900,000,000800,000,000700,000,000600,000,000500,000,000400,000,000300,000,000200,000,000100,000,0000860,644,818.678.43201487.652015113.29

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757.512016

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2023942.22

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2028202412Description:Therevenueoftheworldwidesecond-handluxuryfootwearmarketwasestimatedtobeworthapproximately757millionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingalmost1.18billionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxuryleathergoodsmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxuryleathergoodsmarketrevenueworldwide2014-20284,0003,792.593,523.433,5003,0002,5002,0001,5001,0005003,283.233,044.482,801.582,531.221,845.691,573.4944.682020923.442019704.512018516.82017400.12016321.122015285.5201402021202220232024202520262027202813Description:Therevenueoftheworldwidesecond-handluxuryleathergoodsmarketwasestimatedtobeworthapproximately2.5billionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingaround3.8billionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxurywatchesmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxurywatchesmarketrevenueworldwide2014-20284,0003,668.293,471.083,5003,0002,5002,0001,5001,0005003,278.823,085.432,885.572,651.811,999.611,711.431,061.7

1,050.85826.712018642.722017543.972016475.422015436.8720140201920202021202220232024202520262027202814Description:Therevenueoftheworldwidethesecond-handluxurywatchesmarketwasestimatedtobeworthapproximately2.7millionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingover3.7billionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxuryjewelrymarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxuryjewelrymarketrevenueworldwide2014-20281,4001,254.181,184.331,2001,00080060040020001,114.321,043.26965860.66600.82501.09323.252020307.222019243.442018191.222017151.152016124.562015111.7320142021202220232024202520262027202815Description:Therevenueoftheworldwidesecond-handluxuryjewelrymarketwasestimatedtobeworthapproximately860.66millionU.S.dollarsin2023.Accordingtoforecasts,thismarketissettoseeasteepincrease,reachingabout1.3billionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):Estimatedrevenueofthesecond-handluxuryeyewearmarketworldwidefrom2014to2022,withaforecastupto2028(inmillionU.S.dollars)Second-handluxuryeyewearmarketrevenueworldwide2014-20282,5002,024.661,917.832,0001,5001,0005001,821.521,720.41,606.141,446.38984.78824.532021543.062019531440.712018369.362017316.552016255.692015216.84201402020202220232024202520262027202816Description:Therevenueoftheworldwidesecond-handluxuryeyewearmarketwasestimatedtobeworthapproximately14.5millionU.S.dollarsin2023.Accordingtoestimates,thismarketissettoseeasteepincrease,reachingovertwobillionU.S.dollarsby2028.ReadmoreNote(s):Worldwide;2022Source(s):CHAPTER

03LeadingmarketplacesMonthlydownloadsoftheVestiaireCollectiveappworldwidefromJanuary2021toApril2023(inthousands)VestiaireCollectiveappdownloadspermonthworldwide2021-20232021202220231059585756555453594.6490.4487.7887.1473.9285.0179.6870.6477.3274.5754.9970.7454.965.3860.5955.5659.2748.2658.6955.4Apr52.87Oct49.4944.7847.1745.9245.97Sep42.841.77JanFebMarMayJunJulAugNovDec18/statistics/1309471/vestiaire-collective-app-downloadsThemobileappVestiaireCollective,aC2Ce-commerceplatformforbuyingandsellingsecond-handdesignerapparel,wasdownloadedroughly950,000timesinApril2023.Throughout2022,theappregisteredoversevenmilliondownloadsglobally.

ReadmoreNote(s):Worldwide;January2021toApril2023;freeappsontheGooglePlayStoreandAppleAppStoreSource(s):AppMagicDirectrevenueofTheRealRealInc.from2019to2023(inmillionU.S.dollars)TheRealReal:directrevenue2019-202318016014012010080158.73120.8479.16604020052.62202050.63201920212022202319Description:In2023,TheRealReal,aC2Ce-commerceplatformforsecond-handluxurygoods,reportedadirectrevenueofmorethan79millionU.S.dollars,asignificantdecreasefromthepreviousyear.Asperthecompany,directrevenueisgeneratedwhenTheRealRealacceptsoutofpolicyreturnsfrombuyersorthroughsalesproceedsofgoodsdirectlypurchasedfrombusinessesandconsignors.

ReadmoreNote(s):Worldwide;2019to2023Source(s):TheRealRealGrossmerchandisevalue(GMV)ofTheRealRealInc.from2019to2023,bycategory(inmillionU.S.dollars)TheRealReal:merchandisevalue2019-2023,bysegmentWomen'sJewelryandwatchesMen'sHome,art,andothers2,0001,8001,6001,4001,2001,000800341481714029380120366387191772782492521,25420226001,1822023967400668640200020192020202120Description:In2023,TheRealReal,aC2Ce-commerceplatformthatallowsuserstoparticipateintheresaleofluxurygoods,reportedagrossmerchandisevalueofabout1.8billionU.S.dollars.Thecompany'smainbusinesssegmentisarticlesforwomen,acategorythatrepresentedover65percentofitsGMV.Since2019,overhalfamillionactivebuyerswereregisteredonTheRealReal.ReadmoreNote(s):Worldwide;2019to2023Source(s):TheRealRealNumberofactivebuyersonTheRealRealfrom2019to2023(in1,000s)TheRealReal:numberofactivebuyers2019-20231,2009981,00080060040020009227976495822019202020212022202321Description:TheRealReal,aC2Ce-commerceplatformthatallowsuserstoparticipateintheresaleofluxurygoods,reportedatotal992,000activebuyersin2023.TheRealRealhasseentremendousgrowthinitsuserbaseoverthelastfewyears.Itreportedatotalof649,000activebuyersin2020andatotalof797,000in2021.ReadmoreNote(s):Worldwide;2019to2023Source(s):TheRealRealQuarterlynumberofactivecustomersofMyTheresafromDecember2019toDecember2023(in1,000s)MyTheresa:numberofactivecustomersquarterly2019-20231,0009008658568568388148007818007557407056717006005004003002001000621569463444Dec2019

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Dec202322Description:MyTheresaisanonlinemarketplaceforluxuryclothingandaccessoriesforwomenandmen.InthethreemonthsendingDecember2023,thecompanyannouncedthatithad856,000activecustomersinthelasttwelvemonths(LTM).

ReadmoreNote(s):Worldwide;December2019toSeptember2022Source(s):MytheresaQuarterlynetsalesofMyTheresafromDecember2019toDecember2023(inmillioneuros)MyTheresaquarterlynetsalesworldwideDecember2019-December2023250200203.8203.8198.9197190.1187.6174.8175.89169.5164.8162.37158.6157.815010050119.4111.70Dec2019

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Dec202323Description:MyTheresaisanonlinemarketplaceforluxuryclothingandaccessoriesforwomenandmen.InthethreemonthsendingDecember2023,thecompanyreportednetsalesof197millioneuros.Inthesamethree-monthperiodayearearlier,theluxurye-commerceplatformhadgenerated190millioneurosworldwide.ReadmoreNote(s):Worldwide;December2019toDecember2023Source(s):MytheresaCHAPTER

04ConsumersShareofcustomerswhoshoponVestiaireCollectivetoreducetheirenvironmentalimpactworldwidein2023VestiaireCollectivecustomerswhoshoptoreducetheirenvironmentalimpact202335%31%30%28%25%20%15%10%5%21%11%9%0%StronglyagreeAgreeNeutralDisagreeStronglydisagree25Description:AbouthalfofcustomersofVestiaireCollectivesaidtheyshoppedontheplatformtoreducetheirenvironmentalimpact.Theonlinemarketplaceforluxuryfashionsurveyedbothsellersandbuyersontheplatformforthis2023study.

ReadmoreNote(s):Worldwide;January2023;3,589respondents;VestiairebuyersandsellersSource(s):VestiaireCollectiveLuxuryconsumerswhobuysecond-handorrentgoodsworldwideasofthe1stquarterof2024,byregionLuxuryconsumersbuyingsecond-handgoodsorrentingbyregionQ12024EuropeNorthAmericaAsia37.5%40%34.6%35%30%25%20%15%33.3%10%5%8.3%7.1%2.6%0%Rentgoods(e.g.clothes)Buygoodssecondhand26Description:Theresultsofaworldwidesurveyconductedwithaffluentconsumersinthefirstquarterof2024revealedthatoverone-thirdoftheluxuryconsumersacrossEurope,NorthAmericaandAsiabuysecond-handgoods.Comparedtosecond-handbuying,rentinggoods(e.g.clothes)wasasignificantlylesspopularpurchasingtrend.ReadmoreNote(s):NorthAmerica,Europe,CentralandSouthAmerica,APAC,MENA;January-March2024;493respondents;18yearsandolderSource(s):AltiantLuxuryconsumerswhobuysecond-handorrentgoodsworldwideasofthe1stquarterof2024,byageLuxuryconsumersbuyingsecond-handgoodsorrentingbyageQ12024Agegroup18-39Agegroup40+40%35%30%25%20%15%10%5%35.8%35.1%11.2%4.2%0%Rentgoods(e.g.clothes)Buygoodssecondhand27Description:Accordingtotheresultsofaworldwidesurveyconductedwithaffluentconsumersinthefirstquarterof2024,buyinggoodssecond-handwasadoptedmorewidelythanrentingthem.Around35percentofconsumersacrossbothagegroupsandabovesaidtheybuysecond-handgoods.Incontrast,onlyabout11percentofconsumersfromtheyoungeragegroupandfourpercentfromtheolderagegrouprentedgoods.

ReadmoreNote(s):Worldwide;Q12024;493respondents;18yearsandolderSource(s):AltiantHowsustainable/environmentallyfriendlydoyouthinkbuyinggoodssecond-handis?Luxuryconsumers:opinionsonsustainabilityofsecond-handgoodsbyregionQ12024EuropeNorthAmericaAsia45%40%35%30%25%20%15%10%5%38.5%34.8%32.7%31%28.8%24.2%21.8%20.5%17.4%10.5%10.3%

10.3%9%6.5%3.9%0%Verysustainable/environmentally-friendlyAbitmoresustainableAboutthesameAbitlesssustainableNotatallsustainable/environmentally-friendly28Description:Accordingtotheresultsofaworldwidesurveyconductedwithaffluentconsumersinthefirstquarterof2024,aboutfourin10consumersintheUSstatedthattheythinkbuyingsecond-handgoodsisverysustainableandenvironmentally-friendly.ThepercentageofrespondentswhosupportthisopinionissimilarinEurope