LVMUY Stock Recent News

Ralph Lauren posted better-than-expected fiscal fourth quarter results on the top and bottom lines, but warns growth could slow as tariffs hit later this year. Pauline Brown, former LVMH North America chairman, joins Catalysts to break down how value and lifestyle positioning are shaping winners in the luxury retail space, especially in the Chinese market.

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.

The European Union must step up its efforts to ease trade tensions with the administration of U.S. President Donald Trump to negotiate a trade deal and protect European jobs, LVMH CEO and chairman Bernard Arnault said on Wednesday.

Paris, May 13th, 2025 The disclosure of share transactions carried out from May 5th to May 9th, 2025, was sent to the AMF on May 13th, 2025. As required by current law, this document is publically available and can be consulted on the Company's website (www.lvmh.com) under the section «regulated information».

Paris, May 6th, 2025 The disclosure of share transactions carried out from April 28th to May 2nd, 2025, was sent to the AMF on May 6th, 2025. As required by current law, this document is publically available and can be consulted on the Company's website (www.lvmh.com) under the section «regulated information».

LVMH faces real challenges, including revenue declines and external factors like tariffs and China's economic slowdown, but remains a high-quality, well-managed company. Despite poor Q1 results, LVMH's strong brand, expertise, and capital allocation support a long-term investment thesis. Valuation scenarios show potential for recovery, but the duration of challenges impacts intrinsic value; cautious optimism is warranted.

LVMH faces challenges with China's stalled growth and struggles with new products, despite strong heritage brands and selective consumer demand. Temporary headwinds include unsustainable pandemic-driven demand and a weak macro environment, impacting LVMH's fashion and leather goods segment. A creative turnaround should be sufficient to overcome headwinds. Strategic acquisitions and the Arnault family's stock accumulation signal confidence in LVMH's long-term prospects, despite the current valuation reflecting a less optimistic outlook.

Paris, April 29th, 2025 The disclosure of share transactions carried out from April 22nd to April 25th, 2025, was sent to the AMF on April 29th, 2025. As required by current law, this document is publically available and can be consulted on the Company's website (www.lvmh.com) under the section «regulated information».

Oliver Chen, TD Cowen senior equity research analyst, joins 'The Exchange' to discuss what Kering's earnings are saying about the broader luxury retail space.

In a matter of just a few months, the mood among consumers of all incomes has turned from “treat yo'self” to “tread carefully.”