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Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

Hopes of a sustained acceleration in sales growth in Q3 and beyond have driven recovery in the European luxury sector’s relative valuation versus the market, says UBS analysts in its preview into Q3 earnings of stocks in the sector.

The sector is now trading at ~7ppt above its 15-year average, and the firm is expecting “Q3 to see marginal signs of improvement, largely due to easier comparable basis and better trends in ML China.”

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Luxury stocks: Q3 earnings preview

Sat, 04 Oct 2025 04:00:00 -0400

With the tougher comp base for U.S. consumers in Q4, the focus will likely be on current trading. However, there is a “travel and arrive” risk in Q4

Goldman Sachs lists 4 reasons to buy this massive luxury stock

Wed, 11 Jun 2025 11:30:00 -0400

Despite lingering uncertainty in the luxury market, Goldman Sachs analysts reiterated a Buy rating on a prominent European luxury conglomerate in a note Wednesday, emphasizing their continued belief in the sector's recovery.

The firm acknowledges that its second-quarter and full-year 2025 forecasts for the company are below consensus, particularly for the largest division, Fashion & Leather.

However, Goldman Sachs highlights four compelling reasons to buy LVMH Moet-Hennessy Louis Vuitton.

Firstly, they point to "catalysts ahead within F&L in H225," specifically mentioning "the launch of La Beauté Louis Vuitton (key traffic driver)" and a new creative director at Dior Couture.

These initiatives

Goldman Sachs lists 4 reasons to buy this massive luxury stock

Wed, 11 Jun 2025 11:30:00 -0400

The firm acknowledges that its second-quarter and full-year 2025 forecasts for the company are below consensus, particularly for the largest division, Fashion & Leather.

However, Goldman Sachs highlights four compelling reasons to buy LVMH Moet-Hennessy Louis Vuitton.

Firstly, they point to "catalysts ahead within F&L in H225," specifically mentioning "the launch of La Beauté Louis Vuitton (key traffic driver)" and a new creative director at Dior Couture.

These initiatives

RBC Capital Names Top Picks Across the Global Consumer and Retail Sector

Mon, 09 Jun 2025 09:31:24 -0400