Added to YB: 2025-08-01
Pitch date: 2025-07-31
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+34.02%
current return
Author Info
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Company Info
LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide.
Market Cap
EUR 310.7B
Pitch Price
EUR 465.98
Price Target
N/A
Dividend
2.08%
EV/EBITDA
14.23
P/E
28.42
EV/Sales
4.10
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Half-Year Investor Letter – July 2025: LVMH Moët Hennessy - Louis Vuitton, Société Européenne
MC.PA (update): LVMH facing declining revenues post-COVID, especially in fashion/leather as aspirational buyers retreat, exposing luxury's cyclicality. Still owns most diverse premium brand portfolio with pricing power, modest volume growth, strong balance sheet for opportunistic M&A. Expected return to 10% annual growth trendline.
Read full article (1 min)