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LVMH, Kering Downgraded By Berenberg As 'Luxury Super Cycle Is Over' — Retail Traders Have Mixed Feelings
Demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%, the investment research firm believes.
Stocktwits
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JPM’s Matejka: Stay bullish on domestic over exporter stocks abroad
Investing.com -- JPMorgan’s top strategist Mislav Matejka continues to advocate for a bullish stance on domestic-focused stocks over exporters in international markets, citing their relative insulation from tariff volatility and currency swings.
investing.com
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BofA expects this stock to be the "fastest-growing" name in ailing luxury sector
Investing.com - Luxury sector earnings are anticipated to have slowed in the second quarter of the 2025 calendar year, according to analysts at BofA, in the latest sign of tepid demand for high-end goods during a time of heightened geopolitical and trade tensions.
investing.com
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Breaking down Goldman’s monthly update to its ’European Conviction List’
Investing.com -- Goldman Sachs updated its European Conviction List on Tuesday, adding ING Groep (AS:INGA), LVMH (EPA:LVMH), and Atlas Copco (ST:ATCOa), while removing BNP Paribas (EPA:BNPP), Rio Tinto (NYSE:RIO), and Volvo (ST:VOLVb), Flughafen (VIE:VIEV) Zurich (SIX:FHZN), and Fresenius Medical Care (NYSE:FMS).
investing.com
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China’s tariffs on French cognac reportedly depend on EV deal
Investing.com -- French cognac producers have reached a provisional agreement on minimum import prices for the Chinese market, but China will only finalize the deal if progress is made in a dispute over European Union tariffs on Chinese electric vehicles, according a Reuters report on Friday.
investing.com
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LVMH stock target slashed at Morgan Stanley ’as operating deleverage bites’
Investing.com -- Morgan Stanley has cut its price target on LVMH (EPA:LVMH) shares from €560 to €510, pointing to sharper-than-expected earnings pressure stemming from operating deleverage and adverse foreign exchange (FX) movements.
investing.com
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European luxury momentum remains weak: RBC
Investing.com -- European luxury stocks continue to struggle as earnings momentum remains largely negative, weighed down by foreign exchange effects and softening demand signals.
investing.com
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Dior naming Anderson as sole creative director seen as a positive for LVMH
investing.com
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Barclays downgrades LVMH on weaker U.S. outlook and delayed sector recovery
investing.com
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Barclays downgrades LVMH on weaker U.S. outlook and delayed sector recovery
investing.com
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