The Ledger
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Hays: France's AI ambitions require tech investments from giants like LVMH
“In a fast takeoff scenario, you would imagine that France actually getting serious about AI is getting their national champions of all types. France LVMH, even the brands, it's, wasn't Christian Dior actually owned by a big, like, infrastructure company back i…”
Tariffs Will Not Disrupt LVMH Profits Because Higher Prices Increase Exclusivity
“I would imagine that if there's a tax on Louis Vuitton stuff, the price goes up, it becomes even more exclusive. They sell roughly the same profits. Aren't majorly disrupted”
Trump Organization Is the Landlord for LVMH's Midtown Louis Vuitton Store
“The Arnaud's conglomerate, even pays rent to the Trump Organization, which is the landlord for LVMH's Louis Vuitton store in Midtown.”
LVMH's US Market Is as Large as All of Europe Combined
“Trades would be a blow to Arno's empire, whose largest market is the U.S., equal in size to all of Europe combined.”
LVMH sales in China plunged around 20% in 2024
“LVMH is counting on strong US demand to power its growth in the coming years. After sales in China, the second biggest market plunged around 20% last year.”
Thinner Margins Make Absorbing Tariffs Harder for LVMH's Drinks Division
“The drinks business faces more difficult straits in the conglomerates leather goods and fashion divisions. Drinks have much thinner profit margins, making it harder for them to absorb any additional levies.”
LVMH operates 14 factories in the United States
“LVMH operates 14 factories in the United States already and is planning to pump more money into Tiffany, the iconic American jeweler it acquired in 2021.”
Coogan: LVMH Spends 10x More on Tiffany Stores Than Prior Owners
“LVMH is spending 10 times more on Tiffany stores than its previous owners and more than twice as much on marketing.”
Arnault's US Factory Expansion Helped LVMH Avoid Trump's First-Term Tariffs
“During Trump's first term, Arno's decision to expand handbag production in the US and publicly promote the move with Trump helped the lecture industry largely avoid an initial wave of tariffs that hit other European sectors.”