Added to YB: 2026-02-02
Pitch date: 2026-01-29
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-3.13%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide.
Market Cap
EUR 257.3B
Pitch Price
EUR 548.70
Price Target
N/A
Dividend
2.51%
EV/EBITDA
11.83
P/E
23.72
EV/Sales
3.49
Sector
Textiles, Apparel and Luxury Goods
Category
growth
LVMH (MC France): the next leg of growth needs clearer signals
MC.PA (earnings): Q4 stabilized vs fears, margins defended at ~35% F&L despite soft volumes. Watches/Jewellery showing pulse, Sephora growth engine intact. Mgmt cautious on 2025 visibility, currency headwinds persist. Medium-term case intact on brand elevation & retail excellence. Reasonable valuation for premium asset quality.
Read full article (2 min)