Luxury Stocks Drop After LVMH Results -- Market Talk

Dow Jones01-28

0823 GMT - Luxury stocks fall across the board after sector heavyweight LVMH reported results that Jefferies analysts say might make investors cautious. Shares in LVMH drop 7.7%, leading the sector losses. Gucci owner Kering falls 5.3%, and Salvatore Ferragamo--which released its own year-end update on Tuesday--is down 5.8%. Moncler and Burberry shed more than 3%, while Richemont, Swatch and Brunello Cucinelli fall 2% or more. LVMH's results were no eureka moment for the luxury sector, Jefferies analysts say in a note. Year-to-date swings to luxury stocks suggest their performance is linked to earnings expectations and caution might prevail after LVMH's update, Jefferies says. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

January 28, 2026 03:23 ET (08:23 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2606795146?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-28 16:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2606795146","market":"sg","top_or_hot":-1,"title":"Luxury Stocks Drop After LVMH Results -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0823 GMT - Luxury stocks fall across the board after sector heavyweight LVMH reported results that Jefferies analysts say might make investors cautious. Shares in LVMH drop 7.7%, leading the sector losses. Gucci owner Kering falls 5.3%, and Salvatore Ferragamo--which released its own year-end update on Tuesday--is down 5.8%. Moncler and Burberry shed more than 3%, while Richemont, Swatch and Brunello Cucinelli fall 2% or more. LVMH's results were no eureka moment for the luxury sector, Jefferies analysts say in a note. Year-to-date swings to luxury stocks suggest their performance is linked to earnings expectations and caution might prevail after LVMH's update, Jefferies says. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 28, 2026 03:23 ET (08:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Luxury Stocks Drop After LVMH Results -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLuxury Stocks Drop After LVMH Results -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-28 16:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0823 GMT - Luxury stocks fall across the board after sector heavyweight LVMH reported results that Jefferies analysts say might make investors cautious. Shares in LVMH drop 7.7%, leading the sector losses. Gucci owner Kering falls 5.3%, and Salvatore Ferragamo--which released its own year-end update on Tuesday--is down 5.8%. Moncler and Burberry shed more than 3%, while Richemont, Swatch and Brunello Cucinelli fall 2% or more. LVMH's results were no eureka moment for the luxury sector, Jefferies analysts say in a note. Year-to-date swings to luxury stocks suggest their performance is linked to earnings expectations and caution might prevail after LVMH's update, Jefferies says. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 28, 2026 03:23 ET (08:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SWGAY","symbol_name":"Swatch Group AG","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2606795146","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606795146","pubTimestamp":1769588580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0823 GMT - Luxury stocks fall across the board after sector heavyweight LVMH reported results that Jefferies analysts say might make investors cautious. Shares in LVMH drop 7.7%, leading the sector losses. Gucci owner Kering falls 5.3%, and Salvatore Ferragamo--which released its own year-end update on Tuesday--is down 5.8%. Moncler and Burberry shed more than 3%, while Richemont, Swatch and Brunello Cucinelli fall 2% or more. LVMH's results were no eureka moment for the luxury sector, Jefferies analysts say in a note. Year-to-date swings to luxury stocks suggest their performance is linked to earnings expectations and caution might prevail after LVMH's update, Jefferies says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SWGAY":"Swatch Group AG","CFRUY":"历峯集团","LVMUY":"路易威登","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品"},"translate_title":"LVMH业绩公布后奢侈品股下跌——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFRUY":0.9,"LVMUY":0.9,"SWGAY":0.9},"content_text":"0823 GMT - Luxury stocks fall across the board after sector heavyweight LVMH reported results that Jefferies analysts say might make investors cautious. Shares in LVMH drop 7.7%, leading the sector losses. Gucci owner Kering falls 5.3%, and Salvatore Ferragamo--which released its own year-end update on Tuesday--is down 5.8%. Moncler and Burberry shed more than 3%, while Richemont, Swatch and Brunello Cucinelli fall 2% or more. LVMH's results were no eureka moment for the luxury sector, Jefferies analysts say in a note. Year-to-date swings to luxury stocks suggest their performance is linked to earnings expectations and caution might prevail after LVMH's update, Jefferies says. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 28, 2026 03:23 ET (08:23 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606795146","isCrawlerRequest":true}