Group 1 - LVMH Group's private equity firm L Catterton has acquired a minority stake in the French high-end perfume brand EX NIHILO, with the investment amount expected to exceed 200 million yuan, and the transaction is anticipated to be completed in Q1 2026, pending regulatory approvals [1] - EX NIHILO, founded in 2013, has expanded its fragrance offerings from 9 to 78, with prices ranging from $165 to $365, and is known for its collaborations with artists and modern French aesthetics [1] - In recent years, LVMH has invested in several niche high-end perfume brands, including BDK Parfums, Vyrao, and Maison Berger, indicating a strategic focus on the growth potential of these brands [2] Group 2 - LVMH's perfume and cosmetics segment is one of the few areas still experiencing growth, with revenue of 4.08 billion euros in H1 2025, showing a slight increase of 1% in Q2, while overall group revenue has declined [3] - The luxury market is shifting from oligopoly to a more diversified landscape, with brands focusing on product innovation and service improvement to enhance competitiveness [4] - The expansion of the fragrance market and the increasing consumer base have prompted not only luxury groups but also major beauty companies like L'Oréal and Estée Lauder to invest in the fragrance sector [3][4]

DFS是一家奢侈品旅游零售商，隶属于LVMH集团，主营免税及有税奢侈品零售，在全球拥有机场和市 区精品店网络。DFS在中国香港、澳门分别运营2家和8家店铺（含美妆世界等业态）。（来源：第一财 经YiMagzine） 【#中免收购LVMH旗下DFS港澳业务##LVMH将认购中免H股#】1月19日，中国中免宣布与法国奢侈品 巨头LVMH集团、DFS联合创始人Robert Miller达成协议，将收购DFS在中国香港及澳门的旅游零售业务 及其大中华区无形资产。作为交易的一部分，LVMH集团将认购中国中免新发行的H股，并与中国中免 签署战略合作备忘录，双方将在产品销售、门店开设、品牌推广等方面继续合作。 ...

LIVE Dow Futures Dive. Why Stocks Are Tumbling. Last Updated: 8 min ago LVMH, Kering, and Other Luxury Stocks Sell Off on Tariff Concerns By Sabrina Escobar President Donald Trump's renewed tariff threats were weighing on European luxury stocks Tuesday morning. Customer Service Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory Saved Articles Watchlist Newsletters Video Center Over the weekend, Trump said he would i ...

Group 1 - LVMH Moet Hennessy Louis Vuitton, a sector bellwether, experienced a decline of 4.2% [1] - Almost all major European luxury makers also saw a drop in their stock prices [1]

Group 1: Manufacturing Sector - The report highlights a positive outlook for the textile manufacturing sector as tariff impacts are easing, leading to improved export conditions. The demand side shows a mixed performance in global apparel retail, with domestic recovery being weak while overseas apparel demand remains stable. The export decline has narrowed following progress in US-China trade negotiations, and manufacturing orders are expected to improve in 2026 due to a healthy inventory level among downstream brand clients [3][6][13]. - Key companies to watch include Shenzhou International, which has a lower exposure to the US market and is expected to see marginal improvements from major clients, and Huayi Group, which is experiencing strong growth from new clients and is ramping up production capacity [3][21][29]. Group 2: Sportswear Sector - The domestic sportswear market is showing signs of weak recovery, with high-end brands like Li Ning and Tebu International demonstrating resilience. The report anticipates a recovery in 2026 driven by macroeconomic improvements and policy catalysts, particularly with the upcoming Olympic events [3][6][19]. - Internationally, high-end sports brands are experiencing differentiated growth dynamics. ON is maintaining a strong brand image and expanding in the Asia-Pacific market, while Amer Sports is benefiting from its multi-brand strategy. However, brands like Lululemon and Deckers are facing short-term pressures in the North American market [3][6][19]. Group 3: Luxury Goods Sector - The luxury goods market in China is showing signs of gradual recovery, driven by wealth effects from the capital market and stabilization in the real estate market. Sales from luxury groups like LVMH and Richemont have improved significantly in Q3 2025, indicating a positive trend in the luxury sector [3][7]. - The report notes a shift in consumer behavior, with a loss of "aspirational consumers" and an increase in the importance of top-tier customers. This shift is leading to a focus on value, experience, and cost-effectiveness in luxury consumption, which is benefiting local high-end brands [4][7].

作为全球奢侈品巨头，LVMH集团深度参与并见证了北京时尚消费的变迁。LVMH集团大中华区总裁吴 越认为，门店不再是单纯的售货空间，而是成为传递品牌文化、承载情绪价值的"舞台"。同样，北京时 尚消费地标的演变，本质上是本土文化与国际潮流深度融合的过程。 吴越表示，北京的时尚生态虽与上海、香港等城市存在差异，但核心均在于以消费者需求为导向的情绪 吸引。同时，中国时尚在国际潮流中的地位已实现根本性变革，中国市场正处于"努力学习影响世界"的 关键阶段。这一转变的核心驱动力，是年轻群体的见多识广、审美挑剔。 吴越强调，国际高端品牌奉行的长期主义战略，正是基于对中国消费者持续成长的信心，而中国时尚也 正以振奋人心的社会正能量，推动国际时尚产业不断前行。 当下，线下零售的核心已从"商品交易"转向"体验消费"，这也是奢侈品品牌聚焦大店战略的关键逻辑。 大店的价值在于承载注意力、停留时间与记忆点，激发消费者的体验型消费需求。这样的空间载体，让 消费者在互动中获得情绪价值，完成从"种草"到"体验"再到"认同"的消费链路。 吴越指出，零售行业的进步源于长期的消费者互动，情绪价值并非固化，而是在品牌与消费者的共同成 长中持续迭代。展 ...

The CGT labour union at LVMH's Moet&Chandon and Veuve Clicquot champagne units called for new strike actions of "at least three hours of walkouts" on Thursday, in a video addressed to workers on Frida... ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月8日，LVMH集团宣布任命Amandine Ohayon为Givenchy纪梵希新任首席执行官，任命将于2026年1月 9日生效。 据悉，她将接替Alessandro Valenti，并向LVMH时尚集团董事长兼首席执行官Pietro Beccari汇报工作。 而Alessandro Valenti将于2026年1 月12日起调任Christian Dior Couture副总经理，负责商业运营。 未来，Amandine Ohayon 将向 Pietro Beccari 汇报工作。Pietro Beccari 自 1 月 1 日起，在兼任 Louis Vuitton 董事长兼首席执行官的同时，出任 LVMH 时尚集团董事长兼首席执行官。 公开信息显示，Amandine Ohayon 是一位在奢侈品和美容行业拥有超过25年经验的高管。她于1998年开 启职业生涯，最初在Christian Lacroix担任零售和活动主管。在此之后，她加入欧莱雅，担任多个职 位，包括欧莱雅奢侈品英国和爱尔兰部门的董事总经理，管理YSL Beauty、A ...

(LVMH集团) 近日，LVMH集团宣布了三项人事任命。任命Paula Fallowfield为LVMH美洲区首席人力资源官，自4月1 日起生效，她将与LVMH美洲区董事长兼首席执行官Michael Burke密切合作；任命Claire de Coincy为葡 萄酒和烈酒部门Mo t Hennessy(酩悦轩尼诗)首席人力资源官，自3月23日起生效；任命Anna Briem为 LVMH时尚集团首席人力资源官，她将向LVMH时尚集团董事长兼首席执行官Pietro Beccari汇报工作。 ...

Group 1 - Givenchy has appointed Amandine Ohayon as the new CEO, effective Friday, succeeding Alessandro Valenti, who will transition to Christian Dior Couture as deputy managing director [1] - Ohayon previously served as CEO at Stella McCartney and will report to Pietro Beccari, who is also the chairman and CEO of the LVMH Fashion Group [2] - Beccari expressed confidence in Ohayon's ability to drive growth at Givenchy, highlighting her collaborative skills and retail expertise [3] Group 2 - Sidney Toledano praised Valenti for his effective management during Givenchy's transitional phase and noted the brand's readiness for future growth [4][5] - Valenti will report to Pierre-Emmanuel Angeloglou at Christian Dior Couture and will be part of the executive committee [5] - Angeloglou expressed confidence in Valenti's contributions to retail and digital performance at Christian Dior Couture [6] Group 3 - Valenti succeeded Nicolas Baretzki, who was previously CEO of Montblanc and took on a newly created role at Dior in April 2024 [7]