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The US economy is showing signs of slowing, with the labor market cooling, consumer sentiment weak, Q3 GDP expected to slow to ~1.3%, and inflation still above the Fed's 2% target. Stagflation is now becoming a real risk. Markets are expensive; the S&P 500 is near all-time highs, and broad-market ETFs like VOO, QQQ, and VTI may only deliver modest returns over the next few years.
Paris, September 9th, 2025 The disclosure of share transactions carried out from September 1st to September 5th, 2025, was sent to the AMF on September 9th, 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, August 26th, 2025 The disclosure of share transactions carried out from August 18th to August 22nd, 2025, was sent to the AMF on August 26th, 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, August 19th, 2025 The disclosure of share transactions carried out from August 11th to August 15th, 2025, was sent to the AMF on August 19th, 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, August 12th, 2025 The disclosure of share transactions carried out from August 4th to August 8th, 2025, was sent to the AMF on August 12th, 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, August 5th, 2025 The disclosure of share transactions carried out from July 28th to August 1st, 2025, was sent to the AMF on August 5th, 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 is a luxury goods conglomerate with a diverse portfolio of products, and it is well-diversified globally. The company's stock price has pulled back, to the lowest valuations in recent years. There is potential for a significant re-rating of the share price due to recovery of the luxury market and Chinese economy.
The luxury industry is on the verge of a necessary reset. LVMH's profits dropped 15% in the first half of 2025, with organic growth down 3%, and nearly all divisions reported flat or negative performance.
L Catterton, the private-equity firm backed by luxury-goods giant LVMH, has bought a majority stake in L.A.B. Golf.
Shares of LVMH Louis Vuitoon Moet Hennessy (LVMUY -2.08%) were pulling back today after the luxury conglomerate giant as investors continued to digest last week's disappointing earnings report and reacted to the new tariff agreement between the U.S. and the European Union.