LVMH Slump Heaps Pressure on Arnault

Industry Pressure & Internal Issues - The luxury goods industry faces pressure from US tariffs impacting consumer confidence and an economic downturn in China [1] - LVMH experiences internal issues related to excessive price hikes in Dior and Moët Hennessy, leading to consumer backlash [1][2] - A supply chain scandal involving Dior generated negative publicity [2] Financial Performance & Investment - LVMH shares have lost approximately 50% of their value since reaching a record high two years ago [3] - Bernard Arnault and his family have purchased over €1 billion (approximately $1.07 billion USD) worth of LVMH stock since the end of January [3] Conglomerate Structure & Potential Restructuring - LVMH's conglomerate structure, encompassing 75 brands across diverse industries like hospitality, fashion, and wines & spirits, contributes to a conglomerate discount, which investors scrutinize more closely during market instability [4][5] - LVMH previously considered listing Sephora in Amsterdam in 2021 [6] - Diageo expressed interest in exploring the potential listing of what's in this, but Bernard Arnault dismissed the idea [6]