LVMH Expected to Have Growth Acceleration -- Market Talk

Dow Jones05-12

0804 GMT - LVMH could expect a long-awaited growth acceleration from the second quarter, Barclays analysts write in a note to clients. The owner of Louis Vuitton and other upscale brands is widely viewed as a sector proxy, reflecting its scale and diversified brand portfolio. "In our view, this has contributed to the recent share-price correction, as the market prices in slower sector growth amid a more challenging consumer environment," Barclays says. The French luxury-goods company will benefit from an easier comparison base, strong American clientele, and self-help initiatives, they add. The analysts forecast organic sales growth of at least 3% for the second quarter, "which is good enough, in our view," they say. Barclays upgrades the stock to overweight from an equalweight rating. Shares rise 0.6%. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

May 12, 2026 04:04 ET (08:04 GMT)

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The French luxury-goods company will benefit from an easier comparison base, strong American clientele, and self-help initiatives, they add. The analysts forecast organic sales growth of at least 3% for the second quarter, \"which is good enough, in our view,\" they say. Barclays upgrades the stock to overweight from an equalweight rating. Shares rise 0.6%. 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