LVMUY Stock Recent News

Luxury goods maker LVMH is reeling from a sharp downturn in the €364 billion ($417.5 billion) personal luxury goods industry, with Chief Executive Officer Bernard Arnault contending with an unprecedented demand slump in China and the threat of steeper US tariffs. Angelina Rascouet reports.

Paris, June 17th, 2025 The disclosure of share transactions carried out from June 9th to June 13th, 2025, was sent to the AMF on June 10th, 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, June 10th, 2025 The disclosure of share transactions carried out from June 2nd to June 6th, 2025, was sent to the AMF on June 10th, 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».

Luxury conglomerate LVMH is deploying artificial intelligence (AI) tools throughout its operations, targeting both operational efficiency and customer retention. [contact-form-7] The company is using predictive AI, generative AI and AI agents across supply chain, pricing, product design and marketing, The Wall Street Journal (WSJ) reported Monday (June 9).

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.

LVMH's 44% share price drop reflects normalization after post-pandemic excess, not structural decline. Current sentiment and expectations are notably low. Valuation is now attractive: LVMH trades below historical averages and peers, with earnings- and cashflow-yields implying modest, achievable residual growth assumptions. Recent financials are bumpy, but this is industry-wide. Negative sentiment may set the stage for positive surprises.