LVMH Can Rely on Cost Controls to Offset Top-Line Volatility -- Market Talk

Dow Jones01-28

0942 GMT - LVMH reported mixed results for the fourth quarter and 2025, but it showcased very tight cost controls that can help it offset top-line volatility, J.P. Morgan analysts say in a research note. While the French luxury giant's fourth-quarter sales were broadly aligned with what JPM expected, they likely came in weaker than investors hoped for, the analysts say. Better-than-expected profitability might provide some short-term relief, but the stock looks set to trade range-bound for now due to bumpy sales growth and a valuation that remains above historical averages, JPM says. Shares fall 7.2% to 542 euros. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

January 28, 2026 04:42 ET (09:42 GMT)

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Better-than-expected profitability might provide some short-term relief, but the stock looks set to trade range-bound for now due to bumpy sales growth and a valuation that remains above historical averages, JPM says. Shares fall 7.2% to 542 euros. 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