LVMH Moet Hennessy Louis Vuitton Aktie News

LVMUY is undervalued, with insider buying from CEO Arnault signaling strong confidence and a compelling entry point for investors. LVMH's diverse global portfolio and defensive product mix provide resilience, even amid cyclical downturns and recent sales/margin pressures. Valuation is attractive: stock trades near historical lows, with a 4x risk/reward, 18% base case upside, and nearly 50% bull...

LVMH's 44% share price drop reflects normalization after post-pandemic excess, not structural decline. Current sentiment and expectations are notably low. Valuation is now attractive: LVMH trades below historical averages and peers, with earnings- and cashflow-yields implying modest, achievable residual growth assumptions. Recent financials are bumpy, but this is industry-wide. Negative sentime...

Wachstum trotz Gegenwind: Richemont punktet mit Cartier & Co. – und bleibt dank klarer Strategie ein Analystenfavorit.

Marimekko delivered resilient sales growth across key markets, but a sharp drop in high-margin licensing income significantly impacted operating margins. Management reaffirmed FY25 guidance for flat-to-modest sales growth and stable margins, but I view this outlook as optimistic given cost pressures and licensing headwinds. Ongoing investments in marketing and SG&A are increasing costs, further...

LVMH's scarcity-driven strategy preserves brand equity and pricing power, enabling strong margins and resilience even during economic slowdowns. Controlled supply across flagship maisons like Louis Vuitton and Dior ensures exclusivity, full-price sales, and customer loyalty, minimizing the need for discounting. Despite a modest Q1 2025 revenue dip, LVMH's diversified segments and vigilant manag...

LVMH's business remains under pressure, with Q1 showing a rare -3% organic sales contraction and Q2 expected to be similarly weak due to tariff-induced demand disruption and soft Chinese consumption. Luxury demand is bottoming out, and historical patterns suggest a turnaround is likely in H2 2025, as global consumer sentiment stabilizes and trade risks become clearer. Despite near-term headwind...

French luxury group LVMH has noticed Chinese consumers have been travelling and spending less over the past three months, Deputy CEO Stephane Bianchi said on Wednesday.

Luxury conglomerate LVMH reportedly told investors and analysts that demand remains soft due to weaker consumer confidence in China and other markets. This message may signal that the company's second-quarter results may not show an improvement over the first quarter, when LVMH missed revenue estimates, Bloomberg reported Wednesday (May 21), citing unnamed sources.