LVMH (MC FP) CEO says global market is difficult and disturbed; this year unlikely to be very straightforward; see improvement of trends across activities

LVMH's CEO highlights challenging global market conditions and a lack of short-term visibility, signaling potential headwinds for luxury goods.

Newsquawk StaffPublished 27 Jan 2026, 17:23 UTCOn the live feed at 17:03 UTC — 4 more headlines followed before this page went public

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LVMH (MC FP) CEO says global market is difficult and disturbed; this year unlikely to be very straightforward; see improvement of trends across activities

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Louis Vuitton Beauty business was off to a good start and keeps growing double digit.
Arnault Family will have more than 50% of LVMH equity soon.
Short-term visibility is poor, but remains optimistic on the medium-term outlook.
CFO says there was an incremental slowdown with US client, mainly due to comp base, while China trends were stable.
Head of LVMH wines and Spirits says sales decline is due to the economic context, not structural; demand in US is declining across the product range.

Context

While positive growth is noted in their Beauty segment, concerns arise from a slowdown in the US market and a decline in wines and spirits attributed to broader economic issues rather than structural changes. This mix of optimism for medium-term trends against current difficulties suggests caution for investors and may impact valuation and sector sentiment.

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