Louis Vuitton: Mixed Year Despite Challenging Macro

2026-02-10 07:29:21 ET

LVMH ( LVMHF ) ( LVMUY ) is a company I haven't covered for Seeking Alpha in a long time. The truth is that the company, like almost all companies in the sector, has had a very difficult few years. They have combined the post-covid hangover (in 2020 and 2021, sales and margin figures were very inflated and have been normalizing since then) with a very complicated macroeconomic outlook: the social and housing crisis in China, the appreciation of the euro, the tariffs imposed by the US government......

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