All Eyes Shift to LVMH's Performance in Early 2026 -- Market Talk

Dow Jones01-28

1230 GMT - LVMH's first-quarter update is emerging as an important reference point for signs of how the French luxury giant recovers in the rest of the year, Bank of America analysts say in a research note. LVMH reported a 3% decline in fourth-quarter organic revenue for its key fashion and leather goods division, but this still represented an underlying improvement because it was partly driven by good year-earlier results, the analysts say. LVMH's revenue drops in early 2025 should make comparisons more favorable this year. "We think [the first quarter] ends up being a more important catalyst for LVMH as it will provide visibility over the potential shape of the recovery, and how much support is coming from 'easy comps,'" the analysts say. Shares fall 7.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

January 28, 2026 07:30 ET (12:30 GMT)

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LVMH's revenue drops in early 2025 should make comparisons more favorable this year. \"We think [the first quarter] ends up being a more important catalyst for LVMH as it will provide visibility over the potential shape of the recovery, and how much support is coming from 'easy comps,'\" the analysts say. Shares fall 7.3%. 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LVMH reported a 3% decline in fourth-quarter organic revenue for its key fashion and leather goods division, but this still represented an underlying improvement because it was partly driven by good year-earlier results, the analysts say. LVMH's revenue drops in early 2025 should make comparisons more favorable this year. \"We think [the first quarter] ends up being a more important catalyst for LVMH as it will provide visibility over the potential shape of the recovery, and how much support is coming from 'easy comps,'\" the analysts say. Shares fall 7.3%. 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