New Position Alert: LVMH at €475 per Share

Last Wednesday, I initiated a position in LVMH Moët Hennessy Louis Vuitton at €475 per share, as shared with our community on the Quality Investing Discord. LVMH, the world’s leading luxury goods group, is a cornerstone of quality investing with its portfolio of iconic brands, resilient business model, and long-term growth potential. For a detailed look at why I’m excited about this investment, check out my deep dive on Substack: LVMH Under the Lens: A New Journey. I break down LVMH’s competitive advantages, financial strength, and growth drivers that make it a compelling addition to a quality-focused portfolio. This move comes on the heels of LVMH’s H1 2025 earnings, released today, which showed €39.8 billion in revenue (down 4% from H1 2024) and €5.7 billion in net profit (down 22%), reflecting a challenging luxury market. Despite short-term headwinds like a stronger yen and softer demand in China, LVMH’s focus on innovation, selective distribution, and standout performers like Sephora and Tiffany & Co. reinforce its long-term potential. My deep dive explores why these results don’t dim LVMH’s luster for patient investors. Alhough earnings didn’t positively surprise, the market reactions seems to show we could have reached the bottom. For the next decade my expectation is a 12% annual return.

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