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LVMH reported stronger-than-expected fourth-quarter sales, with revenue reaching 22.7 billion euros against analyst estimates of 22.2 billion euros. The rebound was fueled by improving demand in China, signaling renewed momentum for the luxury sector despite global challenges such as trade tensions, currency fluctuations, and rising gold prices.
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LVMH, the world’s largest luxury group and owner of brands like Louis Vuitton and Tiffany, delivered a robust fourth-quarter performance that exceeded market expectations. The company’s revenue of 22.7 billion euros highlights resilience in a challenging environment and underscores the importance of Asia, particularly China, in driving growth.
Key Highlights
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Revenue of 22.7 billion euros in Q4, beating LSEG estimates of 22.2 billion euros
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Full-year revenue stood at 80.8 billion euros, reflecting a modest decline of 1 percent compared to 2024
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Organic revenue growth of 1 percent in Q4, marking a second consecutive quarter of improvement
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Asia, excluding Japan, showed a clear return to growth in the second half of 2025, led by China’s recovery in luxury spending
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Margins faced pressure from trade tensions, a weaker dollar, and high gold prices, but sales strength offset these challenges
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Investor sentiment remains cautiously optimistic, with attention on sustainability of the rebound amid global market volatility
Sources: Reuters, CNBC, Global Banking & Finance Review
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