Group 1 - LV has raised prices for the third time this year, with increases ranging from 200 to 1000 yuan per item, reflecting an overall increase of over 2%, with some items exceeding 3% [1][4][8] - LVMH's financial performance has declined, with total revenue down 4% to 39.81 billion euros and net profit down 22% to 5.69 billion euros in the first half of the year [3][4] - The fashion and leather goods segment, which includes LV, experienced the worst performance, with organic revenue down 7% to 19.12 billion euros [4][6] Group 2 - Other luxury brands such as Chanel, Hermès, and Prada have also raised prices this year, indicating a broader trend in the luxury market [3][8] - The frequent price increases by top brands are seen as a strategy to maintain brand image and consumer confidence, as well as to counteract rising operational costs [8][10] - The luxury market is facing challenges, with a significant portion of consumers reducing or pausing their spending on luxury goods, leading to a shift towards savings and second-hand luxury items [10][13]

LVMH’s market value has fallen by more than a quarter over the past year. Can Bernard Arnault, the company’s founder, turn the ship around? https://t.co/1KhWiWbNCr ...

Group 1 - Elon Musk remains the richest person with a net worth of $407.3 billion, experiencing a decrease of $1.2 billion or 0.3% [1] - Larry Ellison ranks second with a net worth of $296.7 billion, increasing by $1.58 billion or 0.2% [1] - Jeff Bezos is third with a net worth of $242.9 billion, down by $7.42 billion or 0.3% [1] - Mark Zuckerberg's net worth is $240 billion, decreasing by $1.6 billion or 0.68% [1] - Larry Page has a net worth of $161.5 billion, increasing by $6.95 billion or 0.43% [1] Group 2 - Nvidia's CEO Jensen Huang has a net worth of $156 billion, increasing by $3.2 billion or 2.12% [1] - Sergey Brin, co-founder of Google, has a net worth of $154.1 billion, increasing by $650 million or 0.42% [1] - Bernard Arnault's family has a net worth of $146.1 billion, increasing by $1.4 billion or 0.97% [1] - Steve Ballmer, former CEO of Microsoft, has a net worth of $144.2 billion, increasing by $149 million or 0.1% [1] - Warren Buffett's net worth is $142.2 billion, increasing by $9.32 million or 0.07% [1] Group 3 - Michael Dell has a net worth of $133 billion, increasing by $1.1 billion or 0.81% [1] - Rob Walton and family have a net worth of $116.6 billion, decreasing by $6.78 billion or 0.58% [3] - Jim Walton and family have a net worth of $115.6 billion, decreasing by $6.77 billion or 0.58% [3] - Amancio Ortega has a net worth of $115.4 billion, decreasing by $1 billion or 0.9% [3] - Bill Gates has a net worth of $115.2 billion, decreasing by $1.7 billion or 1.42% [3]

Market Value & Leadership - LVMH's market value has decreased by over 25% in the past year [1] - The question is whether Bernard Arnault, the founder, can reverse this trend [1]

The shares of LVMH, Louis Vuitton's parent company, are down 15% since the start of 2025. Getty Images The luxury industry is on the verge of a necessary reset. LVMH's profits dropped 15% in the first half of 2025, with organic growth down 3%, and nearly all divisions reported flat or negative performance. As for Gucci-owned luxury group Kering, this year has been even worse: revenue is down 18% for Q2 with Gucci's sales plummeting by 25% and overall sales in Asia and Japan down as much as 29% in the first ...

Financial Performance - LVMH's fashion and leather goods segment experienced a 4% decrease (or 5% organically) in the first quarter [1] - The segment further declined by 12% in the second quarter [1] - Resulting in an 8% drop for the first half of the year, amounting to $224 billion [1]

Core Viewpoint - Investors are disappointed with the new trade deal between the E.U. and the U.S., which has negatively impacted LVMH's stock performance and reflects broader concerns in the luxury sector [1][2]. Group 1: Trade Deal Impact - The E.U. and the U.S. agreed to a 15% tariff on European goods, which has been criticized by France as a "submission" [3]. - The tariff agreement avoids a trade war but increases costs for luxury goods, which are already facing challenges [3]. - The trade war is expected to affect LVMH's fashion and leather goods segment, as well as wines and spirits, with trade-related pressures in China further hurting demand [5]. Group 2: Financial Performance - LVMH reported a 4% decline in revenue for the first half of the year, with operating profit falling 15% to €9 billion, primarily due to weakness in Asia [4]. - Organic revenue in fashion and leather goods, which constitute nearly half of LVMH's sales, declined by 7% [4][5]. Group 3: Future Outlook - Investors are looking for a potential trade deal with China, which could benefit LVMH, as China accounts for about a quarter of the global luxury market [6]. - There is disappointment that luxury goods were not excluded from the U.S. trade deal, but a strong economy and stock market may mitigate the impact of import taxes [6]. - LVMH possesses a strong portfolio of brands that should provide long-term stability, although short-term volatility is expected [7].

LVMH’s market value has fallen by more than a quarter over the past year. By contrast, Hermès, which has remained focused on selling fashion to the exceedingly wealthy, has continued growing handsomely https://t.co/uHhP8R1kHL ...

LVMH's fashion and leather goods segment fell an alarming 4% (or 5% organically) in the first quarter and 12% in the second to end the first half off 8% to $22.4 billion on a reported basis. (Photo: VCG via Getty Images)https://t.co/5JN2wTGcJj https://t.co/CreTiYmxUR ...

Core Insights - The article emphasizes the importance of identifying strong businesses at reasonable prices for long-term investment success [1] - It highlights a focus on technology companies while also considering opportunities in the cryptocurrency sector [1] - The investment approach is global, seeking value beyond the U.S. market [1] Company Focus - The analyst has a beneficial long position in LVMHF, indicating confidence in the company's future performance [1] - The article reflects personal opinions and insights rather than being influenced by external compensation or relationships [1] Industry Perspective - The analysis includes a trend-following strategy, suggesting a dynamic approach to investment that adapts to market changes [1] - There is a noted bias towards technology, which may indicate a trend in investor preferences within the industry [1]