Fashion Industry 2011 &Nbsp; Wear New Clothes, Watch New Shares, Celebrate The New Year.

It started in 2008.

For the United States, the focus of 2012 is presidential election, health insurance and unemployment rate.

For Europe, the sovereign debt crisis is still a big problem.

The slowdown in China's exports will not change. Only the Middle East will sit on the Diaoyutai.

The rising cost is still a problem that all countries in the world need to face in the next few years.

The stock market that keeps rising

The stock market is different from domestic A shares.

In Europe, Hermes is a big winner, and its share price has risen 47.9% to 297.64 US dollars this year, thanks to its strong performance and also from LVMH's "no takeover" holding program.

Although the world's three largest luxury goods groups are doing well, their share prices have dropped slightly in 2011, which should be affected by the European debt crisis.

LVMH began trading at 119.35 euros in 2011 and closed at 109.45 euros. The lowest and highest prices in the year are 94.16 and 132.65 euros respectively.

The Richemont group began its share price in 2011 at 55.3 Swiss francs, which ended at 47.51 Swiss francs. The lowest and highest prices in the year were 38.51 and 57.4 Swiss francs respectively.

The PPR group began trading at 116.25 euros in 2011, closing at 110.65 euros, and the lowest and highest prices in the year were 90.5 and 132.7 euros respectively.

There were also many big losers in 2011, and the US Bon-Ton Stores fell 72.8% to 3.37 dollars a year.

In Hongkong, Esprit shares fell 73.7% to HK $10.02 throughout the year.

What is more exaggerated is the fall of China's retail concept stocks. Mcglaughlin fell 82.6% to 1.16 dollars in 2011. If the opening price has dropped by 92.9% compared with the first day of listing,

Dangdang fell 83.6% to 4.4 US dollars in 2011, which is 85.6% lower than the opening price on the first day of listing.

Looking back at Dangdang and the investment bank, there seems to be something wrong with the war.

Everything needs to be looked ahead. Many people believe that the US stock market will continue to rebound. The Dow Jones industrial average may even return to more than 14000.

Because most people believe that the unresolved debt and credit problems will be postponed until 2013 after the election year, the two party presidential candidates will issue many "empty" checks to make consumers optimistic.

As for whether or not to fall after that, I will say it again.

Capital never stops its trend.

In the fashion and retail sector, there were many large-scale mergers and acquisitions in 2011.

In the field of luxury goods, LVMH bought Bvlgari for $6 billion.

PPR group, on the one hand, abolished the Gucci Group level and directly managed all its luxury brands. On the other hand, it improved the group's sports and lifestyle business. PPR bought California sports brand Volcom for $600 million. PPR group now has two sports lifestyle brands, Puma and Volcom.

There are also big deals in sportswear. VF, which owns Lee and The North Face, bought Timberland for $2 billion 300 million, making VF a billion dollar company.

Blackstone Group acquired $995 million

The German outdoor sports brand Jack Wolfskin.

There are many pactions that are very sudden. Moncler chose to give up IPO while acquiring 1 billion 800 million valuations to be listed in Milan, and sold 45% shares to Paris investment company Eurazeo for 610 million US dollars, and Remo Ruffini, founder of the company, believed that this would be more beneficial to the development of the brand.

But the fact is not always possible. The British coat brand Belstaff failed to go public before the financial crisis in 2008, and could only sell it to Labelux group in 2011 for 160 million US dollars.

Labelux group also had a big deal in 2011, gaining Jimmy Choo control with a valuation of 890 million dollars, and Jimmy Choo founder Tamara Mellon cash withdrawal. 10 years ago, she introduced investment development brand with a valuation of 30 million dollars.

Labelux group also owns Bally and Derek Lam, and its boss, Joh A. Benckiser, is also the owner of the perfume company Coty.

The most grim deal is that the Liz Claiborne clothing group, which was once in the ascendant, sold its own brand Liz Claiborne to J.C. Penney for $288 million, and the company also renamed Fifth & Pacific.

The company will focus on the three core brands Kate Spade, Juicy Couture and Lucky Brand, and the younger and fashion oriented companies will have to cut their weight.

Capital will continue to play an important role in 2012, and more mergers and acquisitions are expected.

The Gores Group is still looking for opportunities after acquiring J.Mendel, Big Strike Inc and Mexx.

Sun Capital pays special attention to the field of fashion. Besides investing in Adam, Rebecca Taylor and Zobha, it also invests V&D, Lee Cooper, Scotch & Soda and Cooper.

Last month, Jacques Vert, a British clothing retailer, was also bought by Sun Capital for $64 million.

IPO market is also very good. Brunello Cucinelli plans to go public in Italy in spring. London jewelry brand Graff plans to go public in Hongkong, raising $1 billion.

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Variable 2012

Retail consultant Walter Loeb thinks retailers will work hard in 2012, not just for performance but for maintaining share prices.

He also predicted that oil would remain above $100 a barrel during the year, which means that American consumers will face high heating bills and gasoline prices.

So consumers will be more cautious in stores, knowing the arrival of the discount season.

Of course, the overall economy of the United States is still improving, and the unemployment rate has declined in the past four weeks, and has dropped to its lowest level since June 2008.

However, it may also be due to the "false appearance" caused by a large number of part-time jobs in the discount season in the past December.

Meanwhile, the US consumer confidence index also rose in December 2011 and returned to April 2011 levels.

If you believe that the fashion industry will predict consumer confidence six months ahead of schedule, the fashion week of New York in September of last year has already begun to take shape.

Because the show is full of bright colors, which shows that consumers want inspiration and feel good.

Of course, it is not without worries.

Moodie economist Ryan Sweet expects 2012 performance to be better than last year. The first half of the year is dragged down by the European debt crisis, and consumers will cling to their purse strings. When the deposit reaches enough savings, consumption will increase in the second half of the year.

David Rosenberg, chief economist of Gluskin Sheff & Associates, a Canadian investment institution, believes that 2012 is a year of pition. The key is whether China's economy is a soft landing or a hard landing.

Inflation and deflation are the most important concerns of the fashion industry, especially China's production capacity.

Most authorities agree with IMF's prediction of China's economic growth of 9% in 2012 after the elimination of inflation.

Morgan Stanley predicts that global consumption growth will rise from 8.3% in 2011 to 8.6% in 2012.

China's exports will gradually weaken the economy and import and consumption will grow rapidly.

In Japan, Nomura believes that the global economic slowdown may affect the Japanese economy, but demand after the earthquake may also boost economic growth.

Analysts are cautious about Europe's economy. Morgan Stanley expects GDP in Europe to drop by 0.2%.

Germany will have some problems this year, because 40% of Germany's GDP comes from exports, and most of them are exported to other European countries in deep crisis.

Italy's economy may fall by 1%, and Spain may fall into recession.

British research firm Verdict Research expects UK retail sales to grow at 1.2% this year, a third low growth rate in the past 40 years, but clothing and footwear consumption may increase by 2.4%.

As for fashion and retail, Designers Management Agency's Marc Beckman thinks luxury brands will be more high-end and more limited edition products will appear.

Christos Garkinos, who runs boutique at Hollywood in California, thinks that the future stock order principle of high-end shops is "order only one product, let other consumers envy it."

Instead of buying lots of goods, store them in stores and sell them slowly. "

The Larry Boland, the North American president of the watch and jewellery brand, said the company's best selling series of Altiplano was out of stock, and a 18K rose gold diamond watch in the series was priced at $49500.

Fiona Dias, a member of the shopping website ShopRunner.com, thinks sales of mobile devices will soar in 2012, thanks to the popularity of Apple's iPhone, iPad and Amazon Kindle.

These devices use more occasions, enabling consumers to buy things anytime, anywhere.