LVMH's Stock Looks Appealing Ahead of Expected Sector Recovery -- Market Talk

Dow Jones03-18

0651 GMT - LVMH's stock looks attractive ahead of a possible recovery in the luxury sector, Citi analyst Thomas Chauvet says in a research note. The French luxury-goods conglomerate could face a modest drag from Middle East tensions on local demand, the analyst says. The benefit from creative changes at Dior, Celine, Loewe, and Fendi could come slower than expected, he adds. Still, LVMH's shares have underperformed the sector so far this year and in 2025, creating an appealing entry point ahead of an expected sales and earnings inflection this year, Chauvet says. Shares closed at 472.25 euros on Tuesday. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

March 18, 2026 02:51 ET (06:51 GMT)

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