K-shaped luxury split: Mercedes entry-level India -22% as AMG +34%, Gucci value -35% vs Hermès +18%
Global luxury enters radical restructuring as 20M aspirational buyers exit in 2024-25. India mirrors the bifurcation: Mercedes entry tier sinks 22% while AMG surges 34%. Brand-value gap widens — Gucci -35%, Hermès +18% — signaling that middle-luxury positioning is the squeeze zone for 2025 India strategy.
Analysis of K-shaped luxury market split: aspirational middle-class buyers retreating while ultra-elite spending grows. Cites 22% decline in Mercedes entry-level luxury sales in India versus 34% AMG growth, signaling polarization for luxury brand strategy in India.