LVMH's Deal to Sell Marc Jacobs Looks Positive -- Market Talk

Dow Jones05-15

0844 GMT - LVMH's sale of the Marc Jacobs label looks positive for both the French group and the fashion brand, Bernstein's Luca Solca says. LVMH agreed to sell Marc Jacobs to WHP Global and G-III Apparel Group in an $850 million deal. "This seems a good deal for LVMH," the analyst says. Marc Jacobs should operate at the accessible luxury price point and compete with brands such as Michael Kors, he says. "This is not an area in which LVMH has a proven operating model or a successful track record," Solca says. With a lower price position and a materially lower cost structure, Marc Jacobs could work, the analyst says. The buyers seem to have the necessary expertise in running the brand, as their portfolio is in the premium segment, he adds. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

May 15, 2026 04:44 ET (08:44 GMT)

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Marc Jacobs should operate at the accessible luxury price point and compete with brands such as Michael Kors, he says. \"This is not an area in which LVMH has a proven operating model or a successful track record,\" Solca says. With a lower price position and a materially lower cost structure, Marc Jacobs could work, the analyst says. The buyers seem to have the necessary expertise in running the brand, as their portfolio is in the premium segment, he adds. 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LVMH agreed to sell Marc Jacobs to WHP Global and <a href=\"https://laohu8.com/S/GIII\">G-III Apparel Group</a> in an $850 million deal. \"This seems a good deal for LVMH,\" the analyst says. Marc Jacobs should operate at the accessible luxury price point and compete with brands such as Michael Kors, he says. \"This is not an area in which LVMH has a proven operating model or a successful track record,\" Solca says. With a lower price position and a materially lower cost structure, Marc Jacobs could work, the analyst says. The buyers seem to have the necessary expertise in running the brand, as their portfolio is in the premium segment, he adds. (andrea.figueras@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  May 15, 2026 04:44 ET (08:44 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":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2635702846","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635702846","pubTimestamp":1778834640,"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":"0844 GMT - LVMH's sale of the Marc Jacobs label looks positive for both the French group and the fashion brand, Bernstein's Luca Solca says. 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