LVMH Should Brace for Further Sales Hit if Iran War Drags on -- Market Talk

Dow Jones04-14

0730 GMT - Luxury giant LVMH should expect a further drag on its top line through the year, absent a speedy resolution to the U.S. and Israel's war with Iran, analysts at Bernstein write in a note to investors. The French group behind Louis Vuitton and Dior missed expectations for first-quarter sales, pointing to disruption from the conflict. Bernstein estimates LVMH's exposure to the Middle East at around 6% of sales, with beauty retailer Sephora most vulnerable to the region's vagaries. Without the war's impact, the group's fashion division would meanwhile have booked roughly flat sales on year, rather than the slight decline it reported, according to Bernstein. "If the war were to persist throughout the second quarter, we would expect a similar to slightly higher headwind, with a longer impact period mitigated by a partial recovery in local spending and a potential repatriation of demand elsewhere," the brokerage says. (joshua.kirby@wsj.com; @joshualeokirby)

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April 14, 2026 03:30 ET (07:30 GMT)

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Without the war's impact, the group's fashion division would meanwhile have booked roughly flat sales on year, rather than the slight decline it reported, according to Bernstein. \"If the war were to persist throughout the second quarter, we would expect a similar to slightly higher headwind, with a longer impact period mitigated by a partial recovery in local spending and a potential repatriation of demand elsewhere,\" the brokerage says. 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