Luxury Shoppers Put Value Ahead of Labels

Watch on YouTube ↗  |  September 12, 2026 at 14:35  |  5:39  |  Bloomberg Markets
Speakers
Chris Rovzar — Global Luxury Editor, Bloomberg Pursuits

Summary

Chris Rovzar, Bloomberg Pursuits global luxury editor, discusses New York Fashion Week and a luxury market where shoppers are prioritizing price, design, quality and resale value over labels. He says accessible middle-tier brands such as Coach and Ralph Lauren are gaining, while handbags and luxury ready-to-wear struggle and watches and jewelry outperform. He also highlights American fashion momentum, creative-director turnover, DVF's revival, and risks from overpriced high-end luxury where quality may not justify price.

  • Luxury shoppers prioritize price, quality, and lasting value over labels.
  • Coach and Ralph Lauren benefit as accessible middle-tier brands.
  • Handbags and luxury ready-to-wear weaken; watches and jewelry outperform.
  • New York Fashion Week shows renewed American fashion momentum.
  • High-end luxury faces risk from prices that quality does not justify.
  • Creative director turnover and archival recycling mark a tricky luxury moment.
  • DVF is attempting a revival with new design leadership.
Ideas
Chris Rovzar Global Luxury Editor, Bloomberg Pursuits 0:51
Handbags and luxury ready-to-wear weaken
The luxury industry is in a tricky moment; handbags are going down and luxury ready-to-wear has not been doing well as consumers reassess labels and prices.
Luxury handbags Luxury ready-to-wear MED
Chris Rovzar Global Luxury Editor, Bloomberg Pursuits 0:56
Watches and jewelry outperform weak luxury categories
Watches and jewelry are doing well even as handbags and luxury ready-to-wear struggle, showing that luxury consumers are still willing to spend in these categories.
Watches and jewelry MED
Chris Rovzar Global Luxury Editor, Bloomberg Pursuits 1:06
Accessible luxury brands gain on value focus
The luxury market is in a tricky moment as label obsession fades and consumers prioritize price, design, quality and lasting value. Shoppers want tasteful, well-made items they can buy in quantity rather than ultra-expensive pieces, which is helping middle-tier accessible brands such as Ralph Lauren and Coach; Ralph Lauren is doing well as consumers buy multiple cashmere sweaters, and Coach has had a huge resurgence as design and affordability make it cool again.
RL HIGH
Chris Rovzar Global Luxury Editor, Bloomberg Pursuits 3:30
Overpriced high-end luxury risks consumer backlash
High-end luxury brands are pushing prices to levels that even wealthy shoppers find absurd, while product quality does not always justify the price; customers are becoming wise to this mismatch, creating risk for overpriced luxury labels such as Prada.
High-end luxury MED
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This Bloomberg Markets video, published September 12, 2026, features Chris Rovzar discussing Luxury handbags, Luxury ready-to-wear, Watches and jewelry, RL, High-end luxury. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Chris Rovzar  · Tickers: Luxury handbags, Luxury ready-to-wear, Watches and jewelry, RL, High-end luxury