Investing.com South Africa

LVMH shares slide as Morgan Stanley downgrades on tariff risks, limited upside

The analysts expect a 150-basis-point hit to 2026 margins from a combination of adverse foreign exchange moves and new tariffs. Morgan Stanley warned that LVMH may only be able to partially offset these costs, adding to the bearish outlook for the luxury group’s profitability.

LVMH slides in Paris trading after Morgan Stanley pulls its bull rating

Morgan Stanley downgraded LVMH Moët Hennessy - Louis Vuitton (LVMHF) (LVMUY) to an Equal-weight rating on Monday after having the stock set at Overweight. Analyst Edouard Aubin and his team see greater downside than upside risk to EPS consensus numbers for 2026 due largely to FX and tariff headwinds,

Assessing LVMH (ENXTPA:MC) Valuation After Recent Fair Value And P/E Reassessment

Why LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is on investors’ radar today LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is back in focus after a mixed run,
Nasdaq

Why LVMH Stock Fell Today

Shares of LVMH Moët Hennessy-Louis Vuitton (OTC: LVMUY) slid today as the global luxury giant was one of a wide range of stocks getting hit on the White House's action over the weekend to impose tariffs on Canada, Mexico, and China, though tariffs on ...
Seeking Alpha

Here's Why LVMH's Q4 Earnings Aren't As Bad As They Seem

LVMH's Q4 earnings showed mixed results with a revenue drop, but resilience in key segments like Selective Retailing. Despite margin pressures, LVMH's long-term outlook remains positive due to strong brand performance and a promising 2025. The stock's ...
The Motley Fool

LVMH's tariff exposure

As a global seller of a wide range of goods -- including cosmetics, fashion pieces, alcohol, and jewelry -- that considers China a major market, investors likely worried that LVMH would get hit in any trade war that materializes. Before announcing the ...
AOL

Why LVMH Stock Was Sliding Today

The U.S. and E.U. agreed on a 15% tariff for most goods imported from Europe. Luxury goods will be included in the tariff. LVMH's first-half report last week showed the challenges it's facing. 10 stocks we like better than LVMH Moët Hennessy - Louis ...
Seeking Alpha

LVMH: Only Hermès Can Rival In Luxury Fashion Prestige

LVMH has dominated in luxury fashion, with only Hermès rivaling the company's strong brand portfolio performance and market share gains. In other luxury goods, LVMH's performance is contested more, as LVMH is losing share to, for example, Diageo in ...
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