LVMH集团CEO Bernard Arnault：虽然面临短期逆风，但对中期前景感到乐观。（费加罗报Le Figaro） ...

LVMH sales fell as shoppers reined in purchases of costly Louis Vuitton bags and Dior jackets, a sign the luxury titan remains stuck in its post-pandemic slump https://t.co/C3Xa6tZSFp ...

路威酩轩集团(LVMH)CFO：欧盟与美国若达成15%关税的协议将会是良好结果。 ...

路威酩轩集团(LVMH)二季度时尚及皮革制品有机销售额下降9%，市场预计下降7.82%。 ...

Core Insights - LVMH's luxury brand Louis Vuitton (LV) faced a data breach affecting approximately 420,000 customers in Hong Kong, adding to previous incidents in South Korea and China, totaling over one million affected customers in the Asia-Pacific region within two months [2][8][9] - The company issued a profit warning on July 23, indicating a continued decline in performance, with a projected revenue drop of 3% for the second quarter and a 6% decline in its fashion and leather goods segment [2][8] - The Hong Kong Privacy Commissioner is investigating the incident, which may take six months to a year, and if LV is found to have failed in correcting the breach, it could face criminal prosecution [4][9] Data Breach Details - The leaked data includes customer names, passport numbers, birth dates, addresses, email addresses, phone numbers, shopping records, and product preferences, but does not include payment information [6][8] - Similar data breaches have occurred with other LVMH brands, such as Dior, which also reported customer data leaks earlier this year, highlighting a trend of increasing data security issues within the luxury sector [8][9] Market Impact - LVMH's first-quarter revenue fell by 2% to €20.3 billion, with a significant 11% drop in the Asia-Pacific market, indicating a challenging environment for luxury brands [8][9] - Analysts have pushed back the timeline for recovery in the luxury sector to at least the second half of 2026, as brands reassess their strategies and communication with consumers amid a slowdown in price increases [8][9] Industry Concerns - The frequency of data breaches in the luxury sector raises concerns about data security during the digital transformation of these brands, emphasizing the need for improved data protection measures [9] - The luxury industry is under pressure to balance product and service quality with enhanced data security and customer privacy protection [9]

Investment Dynamics - Guizhou Moutai plans to establish a research institute company with its controlling shareholder, Moutai Group, with a registered capital of 1 billion yuan. Guizhou Moutai will contribute 490 million yuan (49% stake) in cash and physical assets, while Moutai Group will contribute 510 million yuan (51% stake) [1][3] - The establishment of the research institute aims to integrate research resources from both internal and external sources, focusing on the development of core business and the transformation of brewing technology achievements, promoting the integration of technological innovation and industrial innovation, enhancing core competitiveness, and facilitating high-quality development [1][3] Brand Dynamics - Amazon plans to acquire the San Francisco-based startup Bee AI, which has launched a wearable AI device priced at $49.99. The specific terms of the deal have not been disclosed [6] - The acquisition signifies Amazon's further expansion into the generative AI field, extending its reach into wearable consumer hardware products [6] - Longchamp has signed a fragrance business licensing agreement with Interparfums SA, effective until December 31, 2036. Interparfums will be responsible for the creative, development, production, and distribution of Longchamp fragrances, with the first fragrance expected to launch in 2027 [8] - This partnership may diversify Longchamp's business, leveraging its strong influence in the leather goods sector [8] Corporate Acquisitions - Li & Fung Group from Hong Kong has acquired the UK sock giant Orrsum, which supplies over 50 million pairs of socks annually to 5,000 retail stores worldwide [9][10] - This acquisition marks Li & Fung's first merger in over a decade and its first capital move since privatization in 2020, indicating a strategic shift towards a platform growth model [9][10] Market Expansion - Singapore-based DTC furniture brand Castlery is set to enter the UK market in September, having previously achieved success in Singapore, Australia, Canada, and the US [11][15] - The UK launch will feature Castlery's popular furniture series and offer next-week delivery services, enhancing consumer convenience [11][15] Personnel Changes - Shangri-La Group announced that Guo Huiguang, daughter of founder Guo Huanian, will become the CEO starting August 1. She has been an executive director since June 2016 and chairman since January 2017 [22][24] - Under her leadership, the group is expected to ensure a unified development strategy across all levels [22][24] - Pronovias has appointed Cristina Alba Ochoa as CEO, effective July 21. She brings extensive leadership experience to the role [22][27] - Subway has appointed Jonathan Fitzpatrick as CEO, effective July 28, who has over 20 years of experience in franchising and fast food [22][30] - His previous experience at Burger King, where he led significant operational improvements, is expected to benefit Subway's operations [22][30]

One of the biggest names in luxury is about to take off with a big investment in private jets. Our Robert Frank is watching that this morning. Morning, Robert. Morning, Carl.Good to see you. Well, LVMH expanding its reach into the private jet market with Flexjet. LC Katerton, that's the private equity firm backed by LVMH and Bernard Arno is leading an investment of $800 million to buy 20% of Flexjet.That would be the largest ever equity investment in a private jet company. Now, Flex Check will use the proce ...

One of the biggest names in luxury about to take off with a big investment in private jets. Robert Frank, the one and only who would know all about this, joins us now with more. Good morning. Good morning, Andrew.Great to see you. Well, LVMH is expanding its reach into the private jet market with Flexjet. El Caterton, that's the private equity firm that is backed by LVMH, is leading an investment of $800 million to buy 20% of Flexjet.Flexjet, of course, based in Cleveland, will use the proceeds to buy more ...

（文/朱道义 编辑/张广凯） 法国奢侈品牌路易威登，再次发生了重大数据安全事件。 据香港文汇报等媒体报道，路易威登(Louis Vuitton)近日发客户信，称发生客户资料外泄事件，近42万 名香港客户受影响。 外泄的资料涉及客户姓名、护照号码、出生日期、地址、电邮地址、电话号码、购物记录和产品喜好资 料。路易威登香港（LVHK）表示，外泄的资料不包含任何支付资讯，正通知相关部门和受影响客户。 香港个人资料私隐专员公署表示，已根据既定程序对LVHK展开调查，包括事件是否涉及延误通报。 值得注意的是，今年以来，路易威登的重大数据安全事件频频发生。 不久前的7月2日，路易威登发布公告称遭遇网络攻击，导致重大数据泄露事件发生。据报道，攻击者窃 取了其在英国、韩国、土耳其等国家的客户姓名、联系方式和购买历史等敏感信息，受影响用户超过 14.3万名。 同日，路易威登韩国公司也发布通知称，有未经授权的第三方于6月8日进入公司系统，导致部分客户个 人信息资料泄露。通知显示，泄露的数据可能包括客户姓名、联系方式和客户提供的其他信息。资料库 中并不包含密码或财务资料，如信用卡资料、银行账户资料或其他财务账户。 此外，5月12日 ...

Group 1 - The author expresses caution in investing in consumer cyclical/discretionary segments, particularly in clothing and fashion, due to observed volatility and unfavorable trends [1] - Despite the caution, the industry is still considered attractive, especially for established players [1] Group 2 - The article does not provide specific financial advice and emphasizes the importance of individual due diligence and research before making investment decisions [2][3] - It highlights the risks associated with short-term trading and options trading, which may not be suitable for all investors [2]