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LVMH如何在“奢侈寒冬”续写口红经济?
FBeauty未来迹· 2025-07-26 05:47
巴黎时间7月2 4日,奢侈品霸主LVMH罕见地在财报里写下"高度警觉"(g r e a t v i g il a n c e): 然而在整体收缩的曲线中,一条支线逆势拉平——香水与化妆品部门以4 0 . 8亿欧元(约合人民 币3 4 3 . 4亿)的持平营收,成为集团少有的没有继续下探的板块;丝芙兰更以"营收和利润双丰 增长"被管理层点名表扬。 在奢侈品行业普遍大冷的背景下,LVMH对高端美妆业务有着前所未有的战略倾斜。 • 总营收398.1亿欧元(约合人民币3351.2亿),同比下滑4%; • 营业利润90.1亿欧元(约合人民币758.4亿),跌幅15%; • 亚洲(除日本)份额再缩2个百分点至28%。 在奢侈品行业的黄金法则中,"凡勃伦效应"(Ve b l e n Eff e c t)曾被视为圭臬——商品定价越 高,越能激发消费者的购买欲望。顶级手袋、高级腕表、华丽珠宝不仅仅是物品,更是身份与 财富的炫耀。 不过从2 0 2 5年奢侈品行业市场的环境来看,这一"凡勃伦效应"似乎正在失效。 贝 恩 咨 询 与 意 大 利 奢 侈 品 协 会 Alt a g amma 在 《 2 0 2 5 年 全 球 奢 ...
LVMH Seeks $1 Billion Sale of Fashion Brand Marc Jacobs
PYMNTS.com· 2025-07-26 00:04
Luxury conglomerate LVMH is reportedly looking to sell fashion brand Marc Jacobs for about $1 billion.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.LVMH is discussing deals with multiple parties and could reach a ...
Louis Vuitton owner LVMH in talks to sell Marc Jacobs in deal that could fetch $1B: report
New York Post· 2025-07-25 20:27
French luxury goods group LVMH is in discussions to sell fashion label Marc Jacobs in a deal that could fetch around $1 billion, the Wall Street Journal reported Friday, citing people familiar with the matter.In 2024, Bloomberg reported that LVMH was exploring strategic options for the label with advisers after receiving interest from potential buyers, though the company denied the claim at the time.The Bernard Arnault-led company has been discussing deals with multiple parties, including Reebok-owner Authe ...
Why LVMH Rallied Today
The Motley Fool· 2025-07-25 19:55
Shares of iconic brand house LVMH Moët Hennessy (LVMUY 5.39%) rallied 5.3% on Friday, as of 3:28 p.m. ET.The luxury goods giant reported earnings last night for the first half of 2025, which showed continued year-over-year declines in revenue and profits. And yet, LVMH's stock rose, as results were apparently better than feared, and investors may believe the stock has already bottomed after being cut in half from its highs.Revenue and profits down but so was the stockComing into the day, LVMH's stock had fa ...
X @Bloomberg
Bloomberg· 2025-07-25 19:36
LVMH is in talks to sell US fashion label Marc Jacobs in a deal that could be valued at about $1 billion, according to a report from the Wall Street Journal https://t.co/w5iF0ffuAz ...
X @The Wall Street Journal
Exclusive: LVMH Moët Hennessy Louis Vuitton is in discussions to sell fashion brand Marc Jacobs in a deal that could fetch around $1 billion https://t.co/HdRYNe8BGN ...
7月26日电,LVMH洽谈出售MARC JACOBS。
news flash· 2025-07-25 18:40
智通财经7月26日电,LVMH洽谈出售MARC JACOBS。 ...
Louis Vuitton faces money laundering probe after shopper drops $3.5M on luxury handbags
New York Post· 2025-07-25 16:18
Famed French fashion brand Louis Vuitton faces a money laundering probe in the Netherlands over cash purchases made by a Chinese national who spent around $3.5 million on handbags and other luxury goods, according to a report.A Chinese national bought around $3.5 million worth of Louis Vuitton handbags and other luxury goods at several outlets in the Netherlands over an 18-month period — prompting Dutch authorities to launch a probe into the French fashion house for failing to curb an alleged money-launderi ...
Luxury and the 'K-shaped' economy
CNBC Television· 2025-07-25 15:53
Louis Vuitton, the latest luxury name to report results, giving us some clues about how how the high-end consumer is holding up. Robert Frank is here with that story. Better than the low-end consumer, right.>> Certainly. And it was really interesting stock action this morning with LVMH. It was down initially.Now it's bouncing back after that initial fall. And that's because it was a weak quarter for the world's largest luxury company. Overall sales down 4%.Its core fashion and leather goods. That's the big ...