Added to YB: 2026-09-16
Pitch date: 2026-09-10
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+2.32%
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 204.8B
Pitch Price
EUR 408.00
Price Target
N/A
Dividend
3.13%
EV/EBITDA
9.94
P/E
18.93
EV/Sales
2.90
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
LVMH (MC France): Fashion weakness delays the earnings recovery
MC.PA (update): LVMH’s earnings recovery is increasingly dependent on 2027-28 as softer US consumption and a more difficult environment in China threaten the tentative Fashion & Leather Goods recovery; the division generates around 70% of group EBIT, while organic sales improved from a 2% decline in Q1 to just 1% growth in Q2. Sephora, jewellery and Wines & Spirits are improving but cannot offset fashion stagnation; Dior’s creative reset is promising, though its commercial impact will take time.
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