Luxury goods companies are poised to benefit from positive industry-wide data signals in the second quarter, JPMorgan analysts write. Data sources tracked by the analysts point to second-quarter trends either matching or improving on first-quarter performance, they say. For example, U.S. credit card data shows resilient consumer spending and sales across Japanese duty-free, retail and department stores are accelerating. "Most nationalities are showing healthy spending patterns, notably Americans, Koreans and Japanese," they say. However, China remains a volatile region with less encouraging trends, they add. Luxury stocks gain: shares in bellwether LVMH rise 0.8%, while EssilorLuxottica and Brunello Cucinelli gain 1.95% and 0.7%, respectively. (josephmichael.stonor@wsj.com)