LVMH


The “common prosperity” reveals luxury’s vulnerability

13/09/21 -"Although we believe that the outstanding margin momentum could persist in the near term, we have to integrate our fear of the group’s increased dependence on the Chinese market. Whether the “tax ..."

Pages
60
Language
English
Published on
13/09/21
You may also be interested by these reports :
30/01/26
Swatch delivered a reassuring top-line beat and confirmed a strong inflection in H2 25, with Q4 sales +7.2% YoY. The market welcomed signs of ...

30/01/26
Electrolux reported better-than-expected organic sales growth and operating margin in Q4 2025, despite a weak market. The performance was driven by ...

29/01/26
After leading fashion’s creative vanguard through 2022–24, Prada (BUY; Italy)’s shares have hesitated since early 2025, reflecting the ...

28/01/26
LVMH delivered FY25 slightly above consensus, with Q4 supported by a rebound in jewellery and strong momentum at Sephora. Europe ended marginally ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO