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Silvia Venturini Fendi to step down from creative direction of LVMH label Fendi
Reuters· 2025-09-29 15:56
Silvia Venturini Fendi is stepping down from LVMH label Fendi and becoming honorary president of the fashion house, the French luxury group said on Monday. ...
LuxExperience: 0.3x EV/S For A Global Luxury Leader
Seeking Alpha· 2025-09-29 12:31
Group 1 - LuxExperience (NYSE: LUXE) is viewed as a risky investment with potential for significant returns, particularly as its parent company is focused on revitalizing YOOX NET-A-PORTER [1] - The research firm specializes in the U.S. restaurant industry, covering various segments from quick-service to fine dining, and also includes consumer discretionary, food & beverage, casinos & gaming, and IPOs [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap stocks often overlooked by mainstream analysts [1]
X @Bloomberg
Bloomberg· 2025-09-29 12:30
Industry Trends - Luxury brands are experiencing sales slumps [1] - Investor concerns are rising within the luxury sector [1] - Succession dilemmas are a challenge for major luxury brands [1] Future Outlook - The industry's future direction is under scrutiny [1] - A discussion on the industry's progression will be held on September 30 [1]
X @Bloomberg
Bloomberg· 2025-09-26 13:28
Valentino is in talks with creditors after a slowdown in demand for luxury goods battered its results, leading the fashion house to breach the terms of its debt, sources say https://t.co/KRHSyhSQhB ...
X @The Wall Street Journal
In the midst of a major corporate turnaround, Gucci revealed a creative vision for its future this week in Milan.🔗: https://t.co/wEGVN9oQ6N https://t.co/sGidOWXuiB ...
X @The Wall Street Journal
In the midst of a major corporate turnaround, Gucci revealed a creative vision for its future this week in Milan https://t.co/nsNiVE0gjJ ...
Brunello Cucinelli CEO Denies Allegations of Russian Market Irregularities, Shares Plunge
Yahoo Finance· 2025-09-25 16:19
Updated 3:05 p.m. ET Sept. 25 MILAN – Brunello Cucinelli on Thursday afternoon firmly rejected a short-seller’s allegations of irregularities in the company’s business activities in Russia. This, however, was not enough to avoid a sharp decline in its shares on the Italian Stock Exchange. More from WWD Trading was suspended earlier in the day and, after resuming, shares closed down 17.3 percent to 85.08 euros. Morpheus Research, which is betting Cucinelli’s stock will fall, issued a report alleging the ...
X @Bloomberg
Bloomberg· 2025-09-25 11:30
Brunello Cucinelli shares fell after short seller Morpheus Research alleged that the luxury Italian cashmere brand is misleading investors about its Russian business and engaging in “aggressive discounting” https://t.co/06SrVUeEAt ...
3 International Stocks with Rising Short Interest
MarketBeat· 2025-09-23 11:39
Short interest is an imperfect but useful indicator of investor sentiment. Healthy pullbacks on even the most bullish stocks are a normal part of a healthy market. As we enter the fourth quarter, elevated short interest may be weighing on some international stocks that have made strong gains in 2025. International stocks have been somewhat more attractive as U.S. investors look for diversification. However, the three stocks on this list show a recent spike in short interest as investors may see warning sign ...
Macquarie Large Cap Growth Fund Sold LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) Despite Strong Conviction
Yahoo Finance· 2025-09-22 12:41
Core Insights - Macquarie Asset Management's "Macquarie Large Cap Growth Fund" reported a positive return of 11.24% in Q2 2025, but underperformed the Russell 1000 Growth Index, which returned 17.84% [1] Group 1: Fund Performance - The Fund's Institutional Class shares achieved an absolute return of 11.24% in Q2 2025 [1] - The Russell 1000 Growth Index outperformed the Fund with a return of 17.84% during the same period [1] Group 2: LVMH Moët Hennessy - Louis Vuitton - LVMH Moët Hennessy - Louis Vuitton, Société Européenne (OTC:LVMUY) had a one-month return of 6.44% but lost 9.07% over the last 52 weeks [2] - As of September 19, 2025, LVMH's stock closed at $120.15 per share, with a market capitalization of $303.8 billion [2] - The Fund exited its position in LVMH due to concerns about ongoing post-pandemic normalization and the difficulty in identifying growth catalysts [3] Group 3: Hedge Fund Interest - LVMH was held by 2 hedge fund portfolios at the end of Q2 2025, unchanged from the previous quarter [4] - The Fund acknowledges LVMH's potential but suggests that certain AI stocks may offer greater upside potential and less downside risk [4]