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01.04.26 - 13:54
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LVMH Posts Biggest Quarterly Drop Since Dot-Com; UBS Sees Luxury Opportunity (ZeroHedge)
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LVMH Posts Biggest Quarterly Drop Since Dot-Com; UBS Sees Luxury Opportunity
LVMH, the owner of Louis Vuitton, Christian Dior, Fendi, Bvlgari, Moët & Chandon, and dozens of other luxury brands, just posted its worst quarter since the dot-com bust era, making it the worst-performing European luxury stock this year as demand for luxury handbags, shoes, watches, perfumes, and wines continues to soften amid an intensifying Middle East conflict.
LVMH shares in Paris tumbled 28% in the first quarter, exceeding quarterly declines seen during Covid and the 2008 financial crisis, but not surpassing the 41% third-quarter decline in 2001. Peers Richemont fell 20%, and Hermès slid 25% in the quarter.
"Elevated global uncertainty has generated significant investor anxiety, particularly among those who had been anticipating a long-awaited recovery in luxury demand this year. This has driven a sharp sector de-rating across luxury," UBS analyst Zuzanna Pusz wrote in a note for clients on Tuesday...
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27.01.26 - 18:09
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LVMH-Zahlen: Schmucksparte rettet Quartalsbilanz (Der Aktionaer)
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Das Weihnachtsgeschäft brachte für LVMH nicht die erhoffte Bescherung. Der weltweit größte Luxuskonzern kämpft mit einer deutlichen Nachfrageflaute, die nun auch das Herzstück des Imperiums trifft. Besonders die Kernsparte rund um Louis Vuitton und Dior zeigt Risse im Fundament, während sich die Gewichte innerhalb des Konzerns verschieben....
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21.12.25 - 03:06
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Dior, Louis Vuitton ditch China′s malls for shopping streets to replicate Ginza′s charm (SCMP)
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Stand-alone flagship stores with distinctive architectural facades, long prevalent in global metropolises like Tokyo, Seoul and New York, are gradually gaining traction in China, as the country's retail landscape undergoes a broader shift from enclosed malls towards open-air and street-facing formats.
More luxury brands are setting up such flagships in places like Beijing's Taikoo Li Sanlitun North, a trendy open-air commercial block developed and operated by Hong Kong's Swire......
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16.12.25 - 08:54
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79 Jahre Christian Dior (MarktEinblicke)
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Christian Dior revolutionierte die Modewelt: 1946 gründete er sein Modehaus und eröffnete am 16. Dezember sein Atelier in der Avenue Montaigne.
The post 79 Jahre Christian Dior first appeared on marktEINBLICKE....
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13.12.25 - 17:24
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Dior, Chanel and … Veja? The ethical Paris trainer worn by A-listers and royalty (The Guardian)
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Veja doesn't do surveys or freebies, hates greenwashing and Black Friday, and as demand for trainers wanes, it continues to go its own wayIn the grand hierarchy of Paris fashion, it's tricky for a brand to stand out. Especially one whose coup de maître is a goes-with-everything white sneaker. Yet 20 years after Veja first began selling sustainable footwear, it has become the ultimate affordable It brand for scooter-wielding mums, sustainably minded millennials and A-list bigwigs who want to wear their values on their ethical leather-clad feet.Veja's co-founder Sébastien Kopp says he doesn't know if people buy his trainers because of how they are made or because of how they look. The company is fastidious about social and fairtrade practices, “but because we don't do surveys, we don't do marketing, we simply don't know this information”, he says, speaking from Veja's Paris headquarters. Continue reading......
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10.12.25 - 13:42
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1 Granary: the influential platform holding the fashion establishment to account (The Guardian)
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Olya Kuryshchuk's publication is a rare – and increasingly powerful – voice advocating for the people behind the scenes in an industry that loves a star. Its new awards celebrate the 'teams who never get to walk a red carpet'At the Fashion awards – a lavish event at the Royal Albert Hall this month – Jonathan Anderson was named designer of the year for a third time for his work at his own namesake brand and Dior, Anok Yai was named model of the year and Delphine Arnault, the CEO of Dior and scion of fashion's wealthiest family, gained a special recognition award for her work supporting new talent through the LVMH prize. Think of it as fashion paying tribute to its biggest stars.Since the night, there has been praise for the British Fashion Council's new CEO Laura Weir but also criticism. The anonymous Instagram account boringnotcom, which often shares strong opinions on the industry, wrote: “As predicted, the same names got rotated and won the fashion awards … how utterly boring.” Conti...
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24.11.25 - 16:06
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McAfee Labs Research Reveals the Most Impersonated Brands of Holiday Season 2025 and How Shoppers Can Spot the Fakes (Business Wire)
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New insights reveal how scammers copy trusted brands during peak shopping season and what every shopper can do to stay one step ahead.
Key Findings
Tech tops the Cybergrinch list: Scammers are most frequently impersonating major tech brands, especially those tied to popular devices and gaming platforms, like Apple, Nintendo, Samsung, Disney, and Steam. Apple is the number one brand cybercriminals pretend to be, often creating convincing fake websites that look like real Apple pages.
Luxury brands are a prime target: Counterfeit storefronts for handbags, sneakers, and limited-edition drops — for example, Coach, Dior, Gucci, Rolex, and Ralph Lauren — surged 45%, with cybercriminals mimicking brand visuals and holiday promo language.
Shopping scams are rising before the season even starts: 91% of Americans say they're seeing ads from unfamiliar retailers, exposing them to more scam URLs and lookalike sites. That risk is already visible: scam-related URLs climbed about 10% from early October to early Nov...
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20.11.25 - 11:09
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LVMH und Co: Ein lautes Warnsignal (Der Aktionaer)
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Es geht ein Beben durch die Luxusbranche: Als Bernard Arnault in Shanghai plötzlich nicht nur Dior und Louis Vuitton inspizierte, sondern neugierig in chinesische Boutiquen abbog, wurde klar: Selbst der mächtigste Mann der Luxusbranche erkennt, dass sich der Markt verschiebt....
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11.11.25 - 09:24
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LVMH Is Set to Open Major Stores in China (Bloomberg)
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LVMH is set to open major stores in China in December and is considering further expansion there, according to people familiar with the matter, as high-end brands see early signs of a sales rebound in the world's second-largest economy. Four LVMH labels — Louis Vuitton, Dior, Tiffany and Loro Piana — are slated to open multistory stores in Beijing this December after years of development, said the people, who asked not to be identified discussing private matters. Bloomberg's Shirley Zhao reports...
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11.11.25 - 08:30
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LVMH's Luxury Brands Reportedly Opening Stores in Beijing, Shanghai (AAStocks)
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LVMH plans to open a large store in Beijing, China, in December and is exploring further expansion, believing that early signs of recovery in Chinese sales have emerged, Bloomberg, citing people familiar with the matter, reported.Four brands under LVMH, including Louis Vuitton, Dior, Tiffany, and Loro Piana, will reportedly open......
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15.10.25 - 15:30
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ASML Orders Beat Estimates, LMVH Stock Soars After Sales Turnaround | The Opening Trade 10/15 (Bloomberg)
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ASML posted stronger-than-expected orders in the third quarter and said sales next year would be at least on par with 2025, as AI fueled demand for its chip-making machines.
LVMH shares surged after the owner of Louis Vuitton and Christian Dior unexpectedly returned to sales growth in the third quarter, suggesting a slump in luxury demand is easing. Revenue rose 1% on an organic basis, snapping two quarters of declines.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Lizzy Burden. (Source: Bloomberg)...
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15.10.25 - 08:01
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LVMH Posts Surprise Return to Growth as China Sales Rise (Bloomberg)
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LVMH sales unexpectedly returned to growth in the third quarter as shoppers splurged on Moët & Chandon Champagne and Dior perfumes. The world's largest luxury group, led by billionaire Bernard Arnault, has endured an extended pullback, particularly in China, which had long been a driver of growth. In a positive sign for the company and the wider luxury industry, LVMH's sales in the region that includes China rose 2% last quarter, after dropping by 9% in the first half. Bloomberg's Angelina Rascouet reports. (Source: Bloomberg)...
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