LVMH Moët Hennessy Louis Vuitton SE (LVMUY)
Louis Vuitton: Mixed Year Despite Challenging Macro
LVMH is rated a buy, as current challenges appear priced in and green shoots are emerging for 2025 and beyond. FX headwinds and macro uncertainty weighed on results, but operating margins remain resilient at 22%, above the 20-year average. Fashion & Leather Goods EBIT margins held at 35% despite revenue declines; Sephora and selective retailing provided growth offsets.
How This AI-Infused Warehouse Sorts Real Louis Vuitton Bags From Fakes
The RealReal's Athena system helps validate goods submitted for resale, cutting down the timeline to list them for sale.
Louis Vuitton Earnings Show Luxury Bull Market Isn't Done Yet
The market's infatuation with all that shimmers continued in earnest last week, with gold and silver making new all-time highs. But precious metals aren't the only shiny assets spurring investors into action.
Louis Vuitton: Positioned For Recovery As Market Prices Stabilize
Louis Vuitton's H1 2025 results show continued sales and profit declines amid challenging macro conditions and tariff uncertainties, but selective retail and cash flow improved. The market took earnings positively despite a decline and expectations miss, indicating that the worst could be behind us. I maintain a Buy rating due to LVMH's brand strength, proven execution, family ownership, and favorable market growth outlook.
Louis Vuitton Korea says systems breach led to some customer data being leaked
Louis Vuitton Korea said on Friday that a systems breach in June led to the leak of some of the luxury brand's customer data including contact information, but did not involve customers' financial information.
LVMUY: Luxury At A Discount - A Contrarian Buy?
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 case upside.
Louis Vuitton: Post-Pandemic Hype Fades, Value Starts To Emerge
Louis Vuitton Moët Hennessy (LVMH) has dropped 46% from its all-time high due to revenue and EPS declines. I go over the financials and highlight why I believe the decline is temporary. I show why LVMH is becoming attractively valued today and why I am rating the stock a Buy.
Bernard Arnault’s Brilliant Advice for Anyone Dreaming of Retirement One Day
If one visits almost any medium to large sized mall around the globe, certain luxury brand name stores or products tend to dominate, such as: Louis Vuitton Kenzo Fendi Sephora Tiffany Christian Dior Givenchy Dom Perignom Bulgari Guerlain ….and numerous others. All of these luxury brands and about 65 others all have a few things in common: they are high demand, top-dollar price tagged, and are all owned by LVMH Moet Hennessey Louis Vuitton SE (OTC: LVMUY), the Paris, France headquartered luxury conglomerate helmed by Bernard Arnault. Arnault’s savvy management and focus on high-end, top of the line products has catapulted him into multibillionaire status, with a net worth that fluctuates between rivalling and even exceeding that of Elon Musk and Jeff Bezos, based on the stock price of LVMH at any given time. Despite the vast differences in the types of companies they find attractive and demographics of their respective customer bases for those companies, Arnault and Buffett share a “buy and hold” long term investment strategy mindset, and investors can find useful applications for several of the underlying rationales for how Arnault invests, even without the billions at his disposal. Key Points Both Warren Buffett’s and Bernard Arnault’s investing successes are based on a “buy and hold” strategy, although Berkshire Hathaway and LVMH could not be more unlike as corporate entities. In terms of stock price appreciation, Berkshire Hathaway has appreciated 2,800% over 30 years (1993-2023), while in the same time period, LVMH grew 100,000%. Although Arnault acquires a controlling interest in most of his companies like Buffett, there are underlying principles and rationales for his selections, which individual investors can also learn from and utilize. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; get started by clicking here here.(Sponsor) Optimistic In The Long Term; Pessimistic In The Short Term Tiffany’s renowned reputation for premium jewelry and artistic craftmanship made it a must-have brand for LVMH to acquire. Whereas Warren Buffett characteristically pursues conservative companies with solid earnings that are undervalued, Arnault is much more aggressive, preferring high growth potential companies with high quality products that have underachieved through poor management or marketing. By investing in new designs and marketing, Arnault believes true value will eventually be achieved. Additionally, whereas Buffett’s modus operandi is to buy companies at bargain levels as low as possible to offset risk, Arnault has no qualms about paying a premium to acquire control over highly desired brands that he can then escalate even further. Buffett’s approach concentrates much more on intrinsic value and earnings and eschews hype or popularity, and is focused on solidly established industries, such as consumer goods, insurance, railroads, food, and banking. This explains Berkshire Hathaway’s late involvement in investing in technology. Conversely, Arnault’s focus on the luxury goods sector has helped LVMH to nearly corner the market on certain top brand couture, perfumes, champagnes, and accessories. That said, Arnault values diversification with synergy, as he has also branched out into related sectors like media and technology, especially if they can contribute to increasing value for his other holdings. While Arnault’s approach is unequivocally higher risk, the returns have been stellar. In a 30 year stretch from 1993 to 2023, Berkshire Hathaway stock grew 2,800%. In that same period, although much more volatile. LVMH grew 100,000%. Investing Tips for Retirees Berard Arnault’s acquisition selection principles can easily be applied to stock choices for one’s retirement portfolio. Bernard Arnault’s acquisition strategies are multimillion-dollar or even billion-dollar affairs. However, the underlying rationale for most of his acquisition choices are predicated on principles that will work to build any portfolio, and is something that retirees may especially wish to consider incorporating for their own stock picks: Quality Over Quantity – Some investors, especially Baby Boomers, are intimidated by the high prices of certain stocks, especially when they reach triple digits. However, if the investment is part of a growth portfolio, even 5 or 10 shares of a Magnificent 7 stock, such as Apple or Microsoft, will likely fare better than 100 shares of a company with more marginal upside potential. Look For Innovation – Companies that are not trying to innovate or who go on autopilot instead of investing in R&D, will likely become stagnant over the long haul. The ones who are pushing the envelope will have a stronger chance for a big breakthrough, Think Globally – Arnault’s luxury brands have universal appeal in practically all contemporary societies, throughout all of the developed nations and emerging nations, to even Communist societies, where LVMH goods like Louis Vuitton handbags fetch enormous sums on the black market. Companies that market to the world as opposed to only a limited local market have a greater chance for long-term massive growth. On the topic of retirement, Arnault clearly loves what he does. He has led LVMH for 35 years and had the company’s by-laws for retirement extended twice, first to 80, and then to 85, when he himself reached age 76. His other advice to potential retirees would likely be to avoid it if you love what you’re doing. The post Bernard Arnault’s Brilliant Advice for Anyone Dreaming of Retirement One Day appeared first on 24/7 Wall St..
Louis Vuitton draws fashion set to Gare du Nord for runway show
Louis Vuitton designer Nicolas Ghesquiere brought his Paris audience to the Gare du Nord for his fall-winter runway presentation on Monday night, showing an eclectic and futuristic mix of styles that featured 1980s-flavored shoulders and scrunched boots along with a wide array of handbags.
Why LVMH Stock Fell Today
Shares of LVMH Moët Hennessy-Louis Vuitton (LVMUY -2.73%) slid today as the global luxury giant was one of a wide range of stocks getting hit on the White House's action over the weekend to impose tariffs on Canada, Mexico, and China, though tariffs on Mexico and Canada have since been put on pause for a month.
Why LVMH Moët Hennessy-Louis Vuitton Stock Flopped Today
Luxury goods purveyor LVMH Moët Hennessy-Louis Vuitton's (LVMUY -2.25%) stock wasn't feeling like much of a luxury for investors on Tuesday. Following the company's publication of its latest set of quarterly and annual results, they traded out of the shares, leaving them with a more than 2% loss on a day when the S&P 500 (^GSPC 0.92%) pushed into the black, with a rise of almost 1%.
Why LVMH Stock Popped Today
Shares of Louis Vuitton Moet Hennesy (LVMUY 10.06%) were moving higher today in symphony with a strong earnings report from luxury peer Richemont (CFRUY 17.11%), the owner of Cartier. The results seemed to indicate a long-awaited recovery in the luxury sector, and sector stocks broadly gained on the news.
