January 2012

What companies need to know about Brazil’s luxury consumers

By Massimo Mazza and Fabio Stul

How do Brazilians say “Rodeo Drive?” Rua Oscar Freire.

That is the tree-lined street in Sao Paulo’s Jardins neighborhood that is home to some famous names: Dior, Armani, Luis Vuitton, Cavalli,.Cartier. Bulgari. Nespresso. Marc Jacobs. Rua Oscar Freire, named after a famed forensic scientist, is today alive with the vigor that is so characteristic of Brazil these days.

The numbers tell the story: Recording 7.5% growth in 2010, Brazil is now the world’s 8th-largest national economy, ahead of France and just a whisker behind the UK. GDP per capita for the country’s 195 million people is almost $11,000; an estimated 30 million people have entered the middle class in the last decade. And unlike Europe or Japan,  Brazil has an enviable demographic profile, with only 6.7% of the population over 65 and a median age under 30.

But it is the top of the pyramid that has the luxury goods industry breathless. McKinsey estimates that about 3 million Brazilians can afford luxury goods. There are 24 billionaires and some 155,000 millionaires, according the 2011 Global  Wealth Report. A third of the millionaires are under 35. São Paulo has more helicopters than any other city in the world. The sale of luxury cars has been growing 45% a year.

At the tip of the tip of the pyramid are the High Net Worths—the one-tenth of one percent of households (about 13,700 of them, according to McKinsey estimates) who make at least 46,500 reals a month ($25,200). This group’s money is typically new and self-made. High Net Worths like to spend and show-off. They own two to three vehicles, usually armored. They buy the boats that make landlocked Brasilia a major yacht market.

Then there are the AAAs and the Aspirationals.

To learn more, download the complete PDF version of this article.

 

Download report

Download the complete PDF (1.1–MB) version of this report, including charts.
 

Download related report

Look at the related report on how to reach Brazil's middle class