2025 Interim dividend Paris, November 28, 2025 An interim dividend of €6.05 per share will be paid on Thursday, December 4th, 2025. Christian Dior will thus distribute a larger portion of the dividend received from LVMH. The ex-dividend date is Tuesday, December 2nd, 2025. The last trading day with interim dividend rights is Monday, December 1st, 2025. This financial release is available on our website www.dior-finance.com. Attachment Christian-Dior-Acompte sur dividende-2025 EN ...

Core Insights - The retail landscape during Black Friday has shifted, with a notable change in consumer behavior and store traffic patterns compared to previous years [1][4] - Macy's has introduced 40% new products, including popular items like La Boo-Boo dolls and various new cosmetics brands, indicating a focus on novelty and brand engagement [2][3] - Retail analysts express cautious optimism for the holiday season, highlighting a bifurcated consumer market where high-end consumers are spending while lower-income consumers face pressure [5][6] Retail Trends - The level of promotions this year is similar to last year, suggesting a consistent approach to sales strategies among retailers [4] - Retailers are focusing on maintaining competitive pricing for entry-level items while consumers are increasingly seeking value and promotions [6] - Outerwear and apparel are expected to drive sales, with specific products like aura rings and mass metal glasses gaining popularity [8] Market Dynamics - The luxury retail sector is experiencing significant changes, with brands like Prada expanding their physical presence and potential mergers being discussed in the industry [9][11] - The trend towards smaller store footprints is evident, with a shift towards online engagement and in-store pickup options [13] - The future of shopping malls is anticipated to be more curated, featuring special brands and enhanced food and activity offerings to attract consumers [15] Company Strategies - Companies like Steve Madden are expected to benefit from acquisitions that will enhance sales and margins in the coming years [16]

Core Insights - The luxury retail sector is experiencing stability, driven by high-income consumers who continue to invest in timeless products despite rising prices [2][4][10] - The scarcity of high-end products is a strategic move by brands to maintain exclusivity and drive prices higher, benefiting luxury brands like Chanel and Hermes [4][10] - Aspirational consumers are increasingly important, as they seek to elevate their spending on luxury items, indicating a shift in consumer behavior towards high-end products [5][12] Retail Trends - The luxury market is seeing a shift from traditional retail to experiential shopping, with brands focusing on fewer flagship stores that offer unique experiences [9][10] - Luxury brands are moving away from department stores and are instead targeting top regional shopping centers to enhance consumer engagement and loyalty [11][12] Economic Outlook - The current interest rate environment is expected to remain stable, with projections indicating a range of 50 to 75 basis points for the next couple of years [8] - Companies are planning their financing strategies carefully to ensure continued investment in high-end retail properties and consumer experiences [9]

Holiday Season Performance & Strategy - Bloomingdale's CEO expresses cautious optimism about consumer spending during the holiday season, noting positive trends in recent months [1] - Bloomingdale's is investing heavily in creating engaging in-store experiences to attract customers, focusing on personalized services and unique events [3][4] - Bloomingdale's has experienced four consecutive quarters of same-store sales growth, indicating a successful turnaround [5] - The National Retail Federation estimates that 44% of consumers will do their holiday shopping at department stores this year [6] Bloomingdale's Reinvention & Brand Partnership - Bloomingdale's aims to rebuild its iconic status by reinventing the customer experience and fostering relationships [7][8] - Bloomingdale's has a 70-year partnership with Burberry, highlighting a collaboration for the holiday season, including wrapping the flagship store in a giant Burberry scarf [9][10] Burberry's Performance & Strategy - Since July 2024, when Joshua Shulman took over, Burberry's shares have rallied 50% [11] - Burberry is emphasizing its British heritage and offering a range of luxury products, from $130 candles to $3,000 trench coats [12] - Burberry aims to maintain broad universal appeal while remaining true to its luxury brand status [13] Luxury Market Trends - A JP Morgan report indicates that consumer demand for luxury goods in the U S has remained strong despite economic challenges [14] - The S&P Global Luxury Index, tracking 80 major luxury brands, shows no signs of slowing down [14] Future Outlook - Bloomingdale's is already planning for future holiday displays and strategies, looking as far ahead as 2027 and 2036 [15]

Core Insights - Bloomingdale's is optimistic about the holiday shopping season despite ongoing inflation and supply chain challenges, with a positive trend observed in recent months [1][5] - The company is focusing on enhancing customer experience and engagement, aiming to recreate a destination shopping experience [3][7] Company Performance - Bloomingdale's has reported four consecutive quarters of same-store sales growth leading into the holiday season, indicating a successful turnaround after years of sales declines [5] - The National Retail Federation estimates that 44% of consumers will shop at department stores this holiday season, which Bloomingdale's hopes will support its recovery [6] Marketing and Partnerships - Bloomingdale's is implementing various experiential marketing strategies, including personalized offerings and collaborations with iconic brands like Burberry [3][9] - The partnership with Burberry, which has lasted over 70 years, is highlighted as a key element in enhancing the shopping experience and brand appeal [9][13] Product Offerings - Burberry's product range at Bloomingdale's includes items priced from $130 for candles to $3,000 for trench coats, catering to diverse consumer preferences [12] - The luxury goods market in the U.S. remains resilient, with the S&P Global Luxury Index showing sustained momentum despite economic challenges [14] Future Outlook - Bloomingdale's is already planning for future holiday seasons, indicating a proactive approach to long-term growth and customer engagement strategies [15]

Market Trends & Outlook - The luxury sector is experiencing a split, with ultra-luxury performing well while middle and bottom tiers decline [4][5] - The aspirational luxury buyer has largely disappeared, impacting soft luxury goods like leather goods, handbags, shoes, and clothing [5][6] - The luxury sector is expected to be globally flat in 2025, with potential for only slight growth [3] - There are 50 million fewer luxury consumers than two years ago [4] Pricing & Consumer Behavior - Doubling or tripling prices of luxury goods without noticeable improvements has negatively impacted sales [9] - Consumers are struggling to reconcile the high prices of luxury goods with their perceived value [14] - Younger generations are increasingly prioritizing experiences over conspicuous consumption and status goods [12] Company Strategy & Adaptation - Luxury companies, particularly those focused on logos, may face challenges [11] - Hard luxury goods companies are exploring experiential retail to adapt to changing consumer preferences [12][13] - Luxury companies need to revert to their original focus on providing exceptional in-store experiences [13][14]

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