经济观察网 复朗集团（LANV.N）股价近期出现显著波动，市场对其资产出售及基本面状况表示关注。 2025年10月公司首席财务官变更，新任CFO于11月上任。关键财务岗位的人事变动可能影响财务战略的 连贯性，加剧市场对执行力的担忧。 股票近期走势 行业政策与环境 复朗集团（LANV.N）股价在2026年2月呈现显著波动。2月9日股价下跌21.43%至1.10美元，2月10日大 幅反弹28.18%至1.41美元，2月12日下跌8.00%至1.38美元，2月13日继续下跌3.97%至1.45美元。从2026 年1月2日至2月13日，公司股价区间跌幅达27.86%，区间振幅为58.21%。 近期事件 公司基本面 根据2025年上半年财报，复朗集团营收为1.33亿欧元，同比下降22%。尽管毛利率提升至54%，但营收 下滑反映集团正处于战略调整期。截至2026年2月13日，公司市盈率（TTM）为-0.80，市净率为-1.68， 显示仍处于亏损状态且资产质量面临压力。 资金面情况 2月11日成交额仅1.18万美元，换手率0.01%，量比0.08（远低于1）。低流动性环境下，少量交易即可 导致股价大幅震荡。总市值约1.70 ...

经济观察网 复朗集团股价近期持续波动，主要受战略调整、高管变动、基本面疲软及低流动性等多重 因素影响。 近期事件 2026年2月，集团宣布计划出售旗下意大利高端男装品牌Caruso，作为优化品牌组合和资产结构的一部 分。此举可能引发市场对集团未来业务重心及盈利能力的重新评估。 2025年10月公司首席财务官变更，新任CFO于11月上任。关键财务岗位的人事变动可能影响财务战略的 连贯性，加剧市场对执行力的担忧。 资金面情况 2月11日成交额仅1.18万美元，换手率0.01%，量比0.08（远低于1）。低流动性环境下，少量交易即可 导致股价大幅震荡。总市值约1.42亿美元，资金进出对价格敏感性较高。 股价异动原因 资产出售、财报数据等事件易引发短期情绪波动，例如2025年12月股价多次单日涨跌超5%。近期波动 亦可能与部分机构持仓调整相关。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 2025年上半年营收同比下降22%（至1.33亿欧元），反映集团正处于战略调整期，包括零售网络优化和 产品矩阵升级。截至2026年2月11日，公司市盈率（TTM）为-0.67，显示仍处于亏损；市净率-1.40，资 产质 ...

Core Points - Lanvin Group Holdings Limited will hold its annual general meeting (AGM) virtually on December 18, 2025, at 9:00 AM EST, allowing shareholders to engage with the Board of Directors and executive management [1][2] - The Board of Directors supports the Proposed Resolution and recommends shareholders vote in favor of it [2] - The Company has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC, which includes audited financial statements [3] Company Overview - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai, China, and Milan, Italy, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [4] - The Company aims to expand its global footprint and achieve sustainable growth through strategic investments and operational expertise, focusing on the fastest-growing luxury fashion markets [4] - Lanvin Group is listed on the New York Stock Exchange under the ticker symbol "LANV" [4]

Core Insights - David Chan, the executive president and CFO of Lanvin Group, is leaving the company to pursue new opportunities, marking a significant leadership change for the firm [1][2] - Lanvin Group has faced challenges, including a global luxury slowdown and difficulties in establishing itself against larger competitors, despite its strategic acquisitions and public listing [3][4] Financial Performance - The company reported a 22% decline in first-half revenues, totaling 133 million euros, attributed to weaker wholesale in Europe, cautious consumer sentiment in Greater China, and the overall luxury market slowdown [5] - Despite the revenue drop, Lanvin Group achieved a gross profit of 72 million euros with a margin of 54%, aided by disciplined inventory management and cost efficiencies [6] - The company incurred losses of 86.8 million euros during the same period, indicating ongoing financial struggles [6] Market Position - Following its SPAC merger in December 2022, Lanvin Group's stock has plummeted approximately 90%, trading at $2 and resulting in a market capitalization of $234 million [4] - The company is undergoing a significant transition with new leadership in its brands, including Peter Copping at Lanvin and Paul Andrew at Sergio Rossi, while preparing for Wolford's 75th anniversary [4]

Core Points - Lanvin Group announced the resignation of Mr. David Chan, Executive President and Chief Financial Officer, effective October 27, 2025, to pursue new professional opportunities [1] - Mr. Chan has been a key figure in establishing the Group's strategic and financial foundation since its inception, contributing to its transformation into a global luxury platform [2] - The Chairman of Lanvin Group expressed gratitude for Mr. Chan's leadership and contributions, emphasizing the Group's strong position for future growth and shareholder value [3] - Mr. Chan expressed pride in his role at Lanvin Group and confidence in the company's future, highlighting the importance of its strategic initiatives for sustainable growth [3] - A structured transition plan has been implemented to ensure continuity in finance and operations, with Mr. Chan potentially continuing in an advisory role [3] - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai and Milan, managing several iconic brands and aiming for sustainable growth through strategic investments [4]

Core Insights - Lanvin Group (LANV) opened with a 3.79% increase, trading at $2.19 per share, with a total market capitalization of $275 million [1] - As of December 31, 2024, Lanvin Group reported total revenue of €329 million, a year-over-year decrease of 22.89%, and a net profit attributable to shareholders of -€165 million, down 27.79% year-over-year [1] Company Overview - Lanvin Group Holdings Limited is a leading global luxury fashion group headquartered in Shanghai, China, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand the global footprint of its portfolio brands through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Core Insights - Lanvin Group (LANV) opened with an increase of 8.65%, reaching a stock price of $2.26 per share, with a total market capitalization of $284 million [1] - Financial data indicates that as of December 31, 2024, Lanvin Group's total revenue is projected to be €329 million, reflecting a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Company Overview - Lanvin Group Holdings Limited is a leading global luxury fashion group headquartered in Shanghai, China, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The group aims to expand the global footprint of its portfolio brands through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Core Viewpoint - Lanvin Group is set to release its unaudited results for the first half of 2025 on August 29, 2025, and will host a conference call to discuss these results and provide an outlook for the second half of the year [1]. Group Information - Lanvin Group is a leading global luxury fashion group headquartered in Shanghai, China, and Milan, Italy, managing iconic brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [5]. - The company aims to expand the global footprint of its portfolio brands and achieve sustainable growth through strategic investments and operational expertise, focusing on the fastest-growing luxury fashion markets [5]. Conference Call Details - The conference call will take place at 8:00 a.m. Eastern Standard Time (8:00 p.m. China Standard Time) on the same day as the results release [1]. - Participants must pre-register to join the conference call, and a link for registration is provided [3]. - An archived webcast of the conference call will be available on the Group's investor relations website [3][4]. Presentation Information - Management will refer to a slide presentation during the call, which will be available on the investor relations website on the day of the call [2].

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lanvin Group, noting a significant decline in revenue and net profit [1] - As of August 18, Lanvin Group's stock price increased by 7.41%, reaching $2.42 per share, with a total market capitalization of $304 million [1] - Financial data indicates that for the year ending December 31, 2024, Lanvin Group's total revenue is projected to be €329 million, a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Group 2 - Lanvin Group is identified as a leading luxury fashion group headquartered in Shanghai, China, managing iconic global brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand its portfolio brands' global footprint and achieve sustainable growth through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lanvin Group, indicating a decline in revenue and net profit for the year ending December 31, 2024 [1] - As of August 14, Lanvin Group's stock price increased by 3.14%, reaching $2.30 per share, with a total market capitalization of $289 million [1] - Financial data shows that Lanvin Group's total revenue is projected to be €329 million, representing a year-on-year decrease of 22.89%, while the net profit attributable to shareholders is expected to be -€165 million, a decline of 27.79% year-on-year [1] Group 2 - Lanvin Group is identified as a leading luxury fashion group headquartered in Shanghai, China, managing iconic global brands such as Lanvin, Wolford, Sergio Rossi, St. John Knits, and Caruso [1] - The company aims to expand its portfolio brands' global footprint and achieve sustainable growth through strategic investments and extensive operational knowledge, leveraging unique strategic alliances in the luxury fashion sector [1]