Ready To Thrive #2 - LVMH

Would You Bet Against The World Leader Of Luxury ?

Hi there, Hidden Market Gems here! 👋

As said last Tuesday, I wanted to make a special edition of three articles about unfairly punished compagnies. We did ASML (you guys really liked this article so… thanks!), now I will explain why LVMH is pretty interesting at this price.

So, today, we’re diving into LVMH!—a company temporarily punished by the market, despite being one of the most resilient and innovative juggernauts out there. (Because yes in the Luxury sector, there is innovation, or you die as fast as the new trend comes, like in Tech and I am not even kidding).

This isn’t just a luxury brand conglomerate; it’s the blueprint for sustainable growth in an ever-changing market, à la Française. So, let’s get into why LVMH is ready to thrive, and why its current situation might just be a golden opportunity.

As the article is too long for email, you should read it Substack :

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You don’t know M. Bernard Arnault, Madame ? I Got You: LVMH

If you don’t already know why LVMH dominates the luxury sector, let me explain. This isn’t just about Louis Vuitton bags or Moët champagne—it’s about building a cultural empire. From fashion and wines to perfumes and watches, every brand under the LVMH umbrella, and Bernard Arnault’s, is a leader in its category.

🧿 Note : Bernard Arnault, LVMH’s CEO, said that the share would never know a split, as it is part of the brand’s culture of excellence and prestige…Even the share is luxury.

And LVMH doesn’t just sell products; it crafts narratives. Owning a Dior bag or sipping Dom Pérignon isn’t just a purchase—it’s a statement of identity and aspiration to higher sights.

When you look at this picture, what do you feel? Exactly, that’s what they’re selling.

From LVMH

Despite this, the market has unfairly punished LVMH recently due to fears over slowing growth in China and a potential European luxury cooldown. But the truth? These are momentary headwinds. Long-term, LVMH’s fundamentals are stronger than ever. Ready? On y va.