LVMUY Stock Recent News

There is a counterintuitive feature of the stock market. It doesn't necessarily reward those who put in the most effort.

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.

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LVMH's stock is undervalued due to temporary market fluctuations and China's economic issues, but its strong competitive advantages and brand perception remain intact. I expect a recovery in 2025 driven by Chinese fiscal stimulus and continued demand for luxury goods, especially among Millennials and Gen Z. Despite potential European economic challenges, LVMH's long-term growth is supported by its deep-rooted luxury brands and innovative payment solutions like Klarna and Afterpay.

Diversification is key: My portfolio includes a mix of REITs, BDCs, utilities, asset managers, preferreds, ETFs, and cash, tailored to personal risk tolerance and time horizon. .Alphabet is a strong buy despite regulatory challenges, with steady earnings and potential 15-20% returns over the next 12 months. ASML Holdings is a "wide moat" company with a virtual monopoly in high-end photolithography systems, positioned for significant growth despite geopolitical concerns.

Bad news for imbibers, as well as for investors in companies that manufacture and distribute alcoholic beverages today: On Friday, the U.S. Surgeon General released an "advisory" statement on the relationship between alcohol and cancer, linking alcohol consumption to "increasing risk for at least seven types of cancer."

LVMH founder and CEO Beranrd Arnault has seen his net worth take a hit this year as the luxury goods conglomerate's stock suffers amid weakened sales.

Swetha Ramachandran, global equities fund manager at Artemis Fund Managers, discusses current consumer trends in China, and explains why luxury goods companies are seeing a slump in sales.

ASML and LVMH were both tumbling on Wednesday. It's all about China.