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Wednesday, April 17, 2024 by Christoph.Schmid|Comment 0
within category Luxury,Affluent,LVMH,European Luxury,Slower Growth

The reading of the most recent LVMH earnings results indicated an organic growth of 3%!

LVMH did not provide any formal guidance nor indications, yet the main comments from the conf call were that the pricing impact was +7% on its revenue and that the current market assumptions are very positive.

While the comments point to a heterogeneous landscape in the sector, we consider that LVMH is in an unique market position with an above-average pricing power. Therefore, the sector peers might show up with important shortcomings.

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