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Analyzing Lvmh Moet Hennessy Louis Vuitton (MC) Earnings: Fashion & Leather Goods Outperform While Challenges Persist Across Divisions

By January 29, 2025 No Comments
  • Fashion & Leather Goods: Organic sales fell by 1%, which beat the estimate of a 2.82% decline. Recurring operating income decreased by 9.5% year-on-year.
  • Wines & Spirits: Organic sales decreased by 8%, missing the estimate of a 6.94% decline. Recurring operating income significantly dropped by 36% year-on-year.
  • Perfumes & Cosmetics: Organic sales grew by 2%, slightly below the 3.51% estimate. Recurring operating income declined by 5.9% year-on-year.
  • Watches & Jewelry: Organic sales rose by 3%, exceeding the estimate of a 2.82% decline. Recurring operating income decreased by 28% year-on-year.
  • Selective Retailing: Organic sales increased by 7%, beating the estimate of 3.13%. Recurring operating income fell by 0.4% year-on-year.
  • Regional Revenue Highlights:
    • US: Organic revenue up by 3%, slightly below the 3.73% estimate.
    • Asia excluding Japan: Organic revenue decreased by 10%, outperforming the estimate of a 12.1% decline.
    • Japan: Organic revenue grew by 8%, under the 14.7% estimate.
    • Europe: Organic revenue increased by 4%, exceeding the 3.37% estimate.
  • Overall Financials:
    • Total revenue for 4Q was EU23.93 billion, close to last year’s EU23.95 billion, and above the estimate of EU23.43 billion.
    • Recurring operating income for the year was EU19.57 billion, a 14% decrease year-on-year, falling short of the estimate of EU20.45 billion.
    • Total annual revenue was EU84.68 billion, down 1.7% year-on-year but above the estimate of EU84.38 billion.
    • Dividend per share was EU13, slightly higher than the estimated EU12.89.
    • Net income was EU12.55 billion, a 17% decline year-on-year and below the estimate of EU13.38 billion.

A look at Lvmh Moet Hennessy Louis Vuitton Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma



Investment analysts utilizing Smartkarma’s Smart Scores indicate a positive long-term outlook for LVMH Moet Hennessy Louis Vuitton. With a strong Growth score of 4 and Momentum score of 4, the company is positioned for continued expansion and market performance. Additionally, its Resilience score of 3 suggests a stable ability to weather unforeseen challenges. While the Value and Dividend scores are moderate at 2, the overall outlook appears promising for this diversified luxury goods group.

LVMH Moet Hennessy Louis Vuitton SE stands out as a diversified luxury goods conglomerate, known for its production and sale of wine, cognac, perfumes, cosmetics, luggage, watches, and jewelry. The company’s Smart Scores signal a favorable long-term projection, particularly in terms of growth and momentum, indicating potential for sustained success in the luxury market. With a balanced mix of factors contributing to its overall outlook, LVMH Moet Hennessy Louis Vuitton remains a key player in the global luxury goods industry.



Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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