Added to YB: 2026-04-09
Pitch date: 2026-04-08
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-2.39%
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 226.2B
Pitch Price
EUR 485.14
Price Target
N/A
Dividend
2.85%
EV/EBITDA
10.53
P/E
20.85
EV/Sales
3.10
Sector
Textiles, Apparel and Luxury Goods
Category
value
Luxury is Back. LVMH isn’t
MC.PA (overview): Luxury market to grow 3-5% in 2025 after stagnation, but LVMH lags peers on M&A drag & conglomerate discount. LV exhausted pricing power lever (key handbag price hikes slow), risks brand dilution vs Hermès' scarcity model. Creative director churn: Anderson at Dior (post-Chiuri) may boost desirability; LV split creative (Pharrell men's, Ghesquière women's) fragments brand. Succession opacity: Arnault stays to 85, no clear plan among 5 heirs (20% stakes each) = governance risk discount.
Read full article (14 min)