Core Insights - The total value of the Best Global Brands in 2025 is $3.6 trillion, reflecting a 4.4% increase from $3.4 trillion in 2024, with notable movements including 12 new entrants and significant declines for some brands [2][3] Brand Performance - Luxury brands show mixed results, with Hermès increasing by 18% to rank 21, while Louis Vuitton decreased by 5% to 12, and Gucci fell out of the top 50 with a 35% decline [3] - High-performing brands include Nvidia, which surged by 116% to $43.2 billion at 15, and YouTube, which grew by 61% to 13, while Netflix increased by 42% to 28 [4][5][11] - Uniqlo entered the rankings at 47 with a value of $17.7 billion, defying retail trends as most retailers faced declines [8] Sector Trends - The automotive sector is experiencing challenges with the shift to electric vehicles (EVs), with Toyota growing by 2% at 6, while Tesla saw a 35% decline to 25 [9] - Digital media and entertainment platforms are seeing significant brand value increases, with Instagram entering the Top 10 for the first time [5][6] New Entrants and Disruption - The report highlights the highest number of new entrants, including Blackrock (31), Booking.com (32), and Shopify (99), indicating a trend towards brands solving specific customer problems effectively [4][12] - Brands that view disruption as an opportunity, such as Instagram and Netflix, are successfully unlocking new revenue streams [13]

Core Viewpoint - LVMH's unexpected return to sales growth indicates a potential easing of the slump in luxury demand, leading to a significant rise in its stock price and boosting luxury stocks across Europe [1][2]. Group 1: Sales Performance - LVMH's third-quarter revenue increased by 1% on an organic basis, ending two consecutive quarters of decline, which raises optimism about a recovery in demand, particularly from China [2][3]. - Sales in the region that includes China rose by 2% last quarter, a recovery from a 9% drop in the first half of the year, marking the first contribution to growth from this region in 2023 [4][5]. - In the US, LVMH's sales grew by 3% during the quarter, while European revenue decreased by 2% due to reduced spending by American tourists [6]. Group 2: Market Reactions - LVMH's stock surged by as much as 14% in Paris, marking the largest intraday gain since September 2001, which positively impacted other luxury brands like Kering and Hermes [1][4]. - Analysts express optimism about the recovery, with JPMorgan's Chiara Battistini noting that the pace of recovery across all regions is encouraging for future growth [3]. Group 3: Sector Insights - The wines and spirits division of LVMH, which had been struggling, showed growth due to restocking of Champagne in the US and increased sales of rosé wine [7]. - Morningstar analyst Jelena Sokolova highlighted the potential for further recovery in China, where consumers have significant savings post-Covid [6].

Burberry share price jumped by 6.50% on Wednesday as investors reacted to the latest earnings from LVMH, the biggest company in the industry. BRBY stock jumped by 6% to 1,235p, up from last month's lo... ...

Fossil, the US-based luxury watchmaker, is considering an IPO of its Indian arm https://t.co/5q35cR8yQD ...

LVMH's sales recovery is encouraging, but investors betting on a bling boom may be getting ahead of themselves, writes @AndreaFelsted (via @opinion) https://t.co/rUQFox6xgq ...

Core Insights - LVMH experienced a 1% increase in currency-adjusted revenue during the third quarter, which has had a notable impact on the shares of other luxury brands such as Kering and Hermes [1] Company Summary - LVMH's revenue growth reflects resilience in the luxury market, indicating potential stability and demand for high-end products [1] - The performance of LVMH may serve as a barometer for other luxury brands, influencing investor sentiment and market dynamics [1] Industry Summary - The luxury goods sector is showing signs of growth, with LVMH's results potentially signaling a positive trend for the industry as a whole [1] - The ripple effect of LVMH's performance on competitors like Kering and Hermes highlights the interconnected nature of the luxury market [1]

LVMH has unexpectedly returned to growth in the third quarter. For more, let's bring in Bloomberg's Angelina Katz, joining us from Paris with the details on what then has fueled the growth of LVMH this quarter. Is it likely to be sustained.Hi there, Tom. Indeed. What was interesting is that all the divisions beads, including the key fashion, the leather goods one I mean, that one was still negative.But what was interesting, as explained by the CFO of LVMH, was that it was driven by it's improving things to ...

Core Insights - LVMH's organic revenue increased by 1% to €18.28 billion in Q3, ending two consecutive quarters of decline and surpassing analysts' expectations of "zero growth" [1] Business Segment Performance - The fashion and leather goods segment declined by 2%, which was better than the expected decline of 3.48% [1] - The selective retailing segment, including Sephora, grew by 7% [1] - The perfumes and cosmetics segment saw a growth of 2% [1] Regional Performance - Revenue in the United States grew by 3% [1] - Revenue in Europe declined by 2% [1] - Japan experienced a significant decline of 13% [1] Future Outlook - The CFO of LVMH indicated that the comparison base for Q4 will be more challenging [1] - The strong euro has resulted in negative currency impacts [1]

Core Insights - LVMH demonstrated resilience in the first nine months of 2025, with improved trends in Q3 across all business groups [2] - The Fashion and Leather Goods segment experienced solid local demand, particularly in Mainland China, which turned positive in Q3 [2] - The U.S. market showed sequential improvement compared to Q2, while European demand remained consistent with the previous quarter [2] Currency Impact - The strength of the euro against key currencies had a significant negative impact of minus 5% in Q3 [3] - Currency fluctuations continued to pose challenges for offshore demand in Europe and Japan [3] Innovation and Growth - All divisions within the company are focused on innovation to drive growth [3]

US stock futures rose on Wednesday amid hopes for interest-rate cuts, with more Wall Street banks posting strong results in a promising start to earnings season. Dow Jones Industrial Average futures (YM=F) moved up roughly 065%, following a rocky session on Tuesday for markets. Meanwhile, contracts on the S&P 500 (ES=F) and tech-heavy Nasdaq 100 (NQ=F) added 0.8% and 1%, respectively A solid start to earnings season is buoying market spirits in the face of US-China trade friction and a US government shu ...