LVMH had a good start until 2025 reported that CEO’s Bernard Arno reported on Tuesday that its gorgeous pioneers were expected to be sold in the fourth quarter. He said he expected.
Louis Vuitton’s handbags and Bulgari jewelry owners said that sales up to the end of December, the end of December, to € 23.9 billion ($ 25 billion). We own cosmetics chain sefora.
According to the consensus prediction quoted by Morgan Stanley, this growth has exceeded the expected 1.6 % decrease.
“The 2025 started well,” said Arno, saying to the analyst and gave two digits in flagship brand Louis Vuitton and Jeweler Tiffany.
The results of market value from Europe’s largest companies provide further signs that luxury industries have escaped from slump.
The sector has been struggling with the latest sales over the years, and the consultant company Bain & Company estimates that 2 % of last year has decreased globally and has decreased due to a dull economy in China.
However, Bernstein analyst stated that LVMH’s important fashion and leather business performance failed to confront the upgraded expectations behind the recent rich beats.
Group’s U.S. deposit receipts decreased by 4.5 % by $ 151.68.
LVMH’s fashion division was the home of the label of Ruwitton and Dior, which gains the top, and reported the fourth quarter sales of 11.1 billion euros. 。
This division accounts for almost half of the LVMH revenue and three -quarters of the repetitive profits.
Compared to the robust year -end performance of Cartier’s owner, the demand in China is still suppressed, so that the US market is looking for growth is raised. It is.
Bernstein pointed out the issues of LVMH’s Dior brand and stated that there was something to do in other fields.
Dior, led by Bernard’s daughter Delfine, grew rapidly between the boom after the pandemic, but estimated that it had reached 8.5 billion euros in 2024, which is 21.5 billion in Louis Vuitton. I strengthened my expectations in the quarter.
Arno added that Dior faced the “difficult environment” and added that he was confident in the brand, but he was not optimistic.
But he said that the US market was “very dynamically”.
Arno and his wife Helen Mercier, and his two children, Delphine and Alexander, attended the inauguration ceremony of President Donald Trump last week.
The remarkable arrangement of the family at the ceremony was considered a sign of a sufficient position to protect business, despite the threat of imported tariffs throughout the industry.
LVMH sales rose 3 % in the previous quarter of the United States and 4 % in Europe, decreasing 10 % in the Asian region, less than 16 % in the third quarter.
Luxury stocks, which have been unstable since the boom after the pandemic collapsed, rose rapidly since the start of 2025, increased by Richmont, 15 % for Hermes, and 19 % for LVMH.
Tassilo Hummel and Mimosa Spencer
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Part of LVMH and STELLA MCCARTNEY brand
Designers have returned the shares of the label’s minority shareholder with the name of LVMH, but will continue to advise the group on sustainability issues.
