Added to YB: 2026-06-22
Pitch date: 2026-06-18
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
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 247.8B
Pitch Price
N/A
Price Target
N/A
Dividend
2.60%
EV/EBITDA
11.44
P/E
22.85
EV/Sales
3.37
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
LVMH (MC France): The recovery is uneven, but the pieces are starting to fall into place
MC.PA (update): Luxury recovery thesis. Fashion & Leather pressure shrinking—Q1 -2%, near return to growth despite weak China/Europe. Dior stabilizing, LV (~50% divisional rev) laying groundwork for moderate growth; Jewellery & Sephora strong. F&L seen moving to mid-single-digit growth next yr, accelerating group EBIT after stagnation. Trades at discount to peers despite best-in-class portfolio.
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