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📊Portfolio Updates

LVMH Half Year Review

Detailed analysis of 1H 2025 Results

Jul 28, 2025
∙ Paid
Disclaimer. Please read full disclaimer at the end of the page before reading the report. This publication is only for information and entertainment purposes. It doesn’t constitute financial advice.
The information provided in this blog is for informational purposes only and should not be considered as financial, investment, or professional advice. The valuations and analyses presented here are based on publicly available.

“Beyond the prevailing uncertainties, we remain focused thanks to the long-term vision that has always guided our family group. We are driven by our steadfast pursuit of quality and desirability in everything we create, combined with the modernity of our historic brands” Bernard Arnault, Letter to Shareholders July 2025

LVMH reported yesterday the results of the first half of the year 2025.

  • Revenue is down by 3% (organic), reaching €39.8bn

  • Operating profit is down by 15% to €9bn

  • FCF stood at €4.0bn

  • The company is investing in future growth and changing Creative Directors

  • Positive performance in US and Europe, being Asia the weakest region

  • An interim dividend of €5.5 was proposed

  • Slight increase in the net debt, mainly due to €1bn of SBB during the semester

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