In 2025, the global luxury goods sector faced a slowdown due to economic challenges and shifting consumer preferences, with personal luxury goods spending expected to remain flat at around €1.44 trillion. However, forecasts point to a rebound in 2026, driven by demand in emerging markets and Chinese consumption patterns stabilizing.

Three luxury stocks, Kering (PPRUY), Compagnie Financiere Richemont (CFRUY), and Burberry Group (BURBY), are positioned to benefit from the 2026 recovery, with global brand strength and accessibility to the U.S. market.

The luxury sector is anticipated to grow between 3% and 5% in 2026 globally, with emerging markets playing a crucial role in the recovery. Leading brands are shifting strategies to engage consumers, and emerging markets are expected to drive growth as affluent consumers return to discretionary spending.

China’s luxury goods market is stabilizing, with domestic spending showing signs of recovery in the second half of 2025. Brands are adapting to local preferences, and China is expected to contribute significantly to global luxury growth in 2026 and beyond.

Kering, a major French luxury conglomerate, is expected to see an uptick in sales in 2026, driven by demand from emerging markets and China. Richemont, a Switzerland-based luxury goods company, and Burberry, a UK luxury fashion house, are also well-positioned for growth in 2026.

Zacks Investment Research is naming the top 10 stocks for 2026, with historical performance indicating significant gains. Investors can access these stocks on January 5 for potential investment opportunities in the coming year.

Read more at Nasdaq: China, Emerging Markets Stabilizing? 3 Global Luxury Stocks for 2026