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Added to YB: 2025-08-04

Pitch date: 2025-07-31

LVMHF [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

Show full summary:
3 stocks in a deep drawdown - LVMH Moët Hennessy - Louis Vuitton, Société Européenne

LVMHF (quick overview): Luxury giant down 44% in 2yrs amid growth slowdown (2024 revenue -1%, H1 2025 rev -4%, profit -22%). Catalysts: US-EU deal at 15% tariffs (vs feared 30-50%), Texas LV factory offsets duties, China sparing cognac producers from duties. China recovery critical - Asia-Pacific sales fell 16% Q3 2024 as post-pandemic demand normalized.

Read full article (2 min)