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  "documentTitle": "Good times for a change",
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  "notes": "Includes Global Blue data on Chinese tourist spending patterns.",
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      "text": "MORE ASPIRATIONAL +10p.p.; BUYING LESS -20%; SPENDING LESS -15%",
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      "text": "Continued price increases in first half of the year, to rebalance price differentials against weakening Yen",
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      "text": "Real-term Japan luxury market trend '24E vs. '23",
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      "text": "DIFFUSED GROWTH ACROSS LOCATIONS; (MOSTLY) ALIENATED LOCAL, TOURISM LEADING; JEWELRY WINNING, BAGS’ “ACCESSORIZATION” HAPPENING",
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      "text": "TOTAL ~1.1x turnover vs. 2023; CHINESE ~1.8x turnover vs. 2023",
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