LVMH and Hermès: Is the Luxury Drawdown an Opportunity?
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4 Articles
Crisis in China reaches LVMH and decreases hopes of renaissance of the luxury market
LVMH and Hermès: Is the Luxury Drawdown an Opportunity?
October 11, 2026 | LVMH and Hermès are two of the world’s leading luxury houses, but both stocks have fallen to multi-year lows amid declining luxury sales and economic headwinds in China. We revisit their business models and valuations to assess whether the downturn creates an opportunity for long-term investors. The post LVMH and Hermès: Is the Luxury Drawdown an Opportunity? appeared first on The Investor's Podcast Network.
LVMH and Hermès have fallen around 40 percent on the stock market this year. Weak demand in China and changing consumer habits are putting pressure on the industry. Luxury companies have long been seen as relatively resilient to economic fluctuations, but recent developments challenge this picture. However, analysts disagree on how much is due to the economy and which problems risk becoming more prolonged. The price falls are broad-based within …
Luxury goods prices have risen 54% since 2019. LVMH now faces a sharp decline in value and changing customer habits.
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