Core Points - Hermès International publishes the total number of voting rights and shares comprising its share capital monthly, in accordance with French regulations [2][3] Group 1: Share Capital and Voting Rights - As of June 30, 2025, Hermès has a total of 569,412 shares, with 550,545 theoretical voting rights, and 818,530 effective voting rights [3] - The number of effective voting rights has shown a consistent increase from 723,917 on December 31, 2024, to 818,530 on June 30, 2025, indicating a growth of approximately 13.1% [3] - The total number of theoretical voting rights, including treasury stock, has remained stable at 550,545 since June 30, 2025 [3] Group 2: Historical Data - The effective voting rights were recorded at 612,915 on July 31, 2023, and have increased to 818,530 by June 30, 2025, reflecting a significant upward trend [3] - The effective voting rights were at 526,892 on November 30, 2023, and have increased by 55.3% to 818,530 by June 30, 2025 [3] - Historical data shows fluctuations in effective voting rights, with a peak of 758,072 on December 31, 2021, and a low of 216,740 on March 31, 2023 [4]

Canada Goose’s controlling shareholder Bain Capital is considering a sale of its stake in the luxury parka-maker https://t.co/GtVG4YqVTP ...

Luxury Goods Market - An original Hermès Birkin bag is being auctioned off [1] - The auction of the Birkin bag is considered a significant event in the luxury goods market [1]

Group 1 - LVMH Moët Hennessy Louis Vuitton has a diverse portfolio across various sectors including Wines and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelry, and Selective Retailing [2] - The company’s Wines and Spirits division features renowned brands such as Moët & Chandon, Hennessy, and Château d'Yquem, among others [2] - In the Fashion and Leather Goods sector, LVMH includes prestigious names like Louis Vuitton, Christian Dior, and Fendi [2] Group 2 - LVMH is also involved in the Perfumes and Cosmetics market with brands like Guerlain and Fenty Beauty by Rihanna [2] - The Watches and Jewelry division includes luxury brands such as Bulgari and Tiffany & Co [2] - LVMH operates in Selective Retailing through entities like Sephora and DFS [2]

LVMH names Michael Burke to head its Americas operations, bringing back an old-time fixer to take on some of the biggest challenges the group has faced in the region https://t.co/tDbK1N20Re ...

Core Viewpoint - Burberry's proactive price reduction strategy has led to a significant recovery in its stock price, increasing over 70% since mid-April, despite facing severe challenges in the luxury goods sector [3][4]. Financial Performance - For the fiscal year 2025, Burberry reported revenues of £2.461 billion, a 17% decrease year-on-year, with adjusted operating profit dropping 94% to £26 million [4][5]. - Compared to fiscal year 2024, Burberry's performance worsened, with revenues down 4% to £2.968 billion and adjusted operating profit down 34% to £418 million [5]. - Comparable store sales fell by 12% in fiscal year 2025, with the Asia-Pacific market experiencing a 16% decline, particularly in mainland China and South Korea, which saw drops of 15% and 18% respectively [6][8]. Strategic Changes - Under the new CEO Joshua Schulman, Burberry has shifted its strategy to focus on classic products and reduce prices, moving away from previous high-end strategies [10][11]. - The company plans to cut approximately 1,700 jobs, which is nearly 20% of its global workforce, aiming to save £60 million by fiscal year 2027 [10]. - The fourth quarter of fiscal year 2025 showed a narrowing decline in comparable store sales to 6%, better than the market expectation of 7.78% [9]. Market Dynamics - Japan was the only market to show growth for Burberry, with a slight increase of 1%, primarily driven by spending from Chinese tourists [7]. - The luxury market is seeing a shift where consumers are increasingly favoring value-for-money products, leading to a decline in full-price sales channels [19]. - Outlet sales have grown by 1% to 5%, indicating a strong performance in discount channels, which are becoming essential for luxury brands [19]. Inventory and Profitability - Burberry is facing significant inventory challenges, with a reported 7% decrease in total inventory at constant exchange rates [20]. - The company's gross margin for the fiscal year was 62.5%, down 470 basis points at constant exchange rates, primarily due to actions taken to address inventory overhang [20]. - The reliance on outlet sales may dilute Burberry's high-end brand image, potentially affecting its long-term sales and brand perception [21].

Group 1 - Top Win International Limited, through its subsidiary AsiaStrategy, intends to make a tender offer for the securities of DV8 Public Company Limited, a company listed on The Stock Exchange of Thailand [1][2] - AsiaStrategy plans to acquire up to 152,842,577 ordinary shares, representing 11.58% of DV8's total issued and paid-up share capital, at an offer price of THB 0.56 per share and THB 0.01 per warrant [2] - The offer period is expected to close on August 20, 2025, and is subject to acceptance by DV8's security holders [2] Group 2 - The transaction is supported by a coalition of Bitcoin visionaries and strategic investors, marking a significant moment for Thailand's capital markets [3] - This alliance includes leaders from Bitcoin treasury companies across multiple stock exchanges and institutional investors from various regions [3] Group 3 - Top Win International Limited specializes in the trading, distribution, and retail of luxury watches and is expanding into the Web3 ecosystem to focus on digital assets [4] - The company has been operational since 2001 and is headquartered in Wan Chai, Hong Kong [4]

Industry Issue - Indian artisans are protesting against Prada's sandals [1] - The artisans are questioning if the sandals contain gold [1]

Louis Vuitton Korea suffered a cyberattack that compromised some customer data, the second time in recent months that hackers have targeted the world’s largest luxury group. https://t.co/eeU1Fpmej7 ...

Banks are cutting their exposure to luxury supplier Altofare Group, after a slump in the sector pushed the company to kick off talks with creditors https://t.co/GWhPiOHCC6 ...