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LVMH-Moet Hennessy Louis Vuitton (LVMHF)

- OTCPK - Current
  • Tue, Apr. 14, 7:51 AM
    • Luxury spending in Europe appears to be on the rise, notes retail watcher Rahul Sharma.
    • The analyst notes Audi, BMW, and Mercedes-Benz all posted March sales records.
    • Yesterday, LVMH (OTCPK:LVMHF, OTCPK:LVMUY) reported sales increased 16% to €8.3B $8.8B (+3% ex-currency) in Q1 off of a tough comparable period. Sales for the selective retailing category were up 20% Y/Y.
    • The trend could set up well for Tiffany (NYSE:TIF), Ralph Lauren (NYSE:RL), Coach (NYSE:COH), Michael Kors (NYSE:KORS), Hermes (OTCPK:HESAF, OTCPK:HESAY), and Richemont (OTCPK:CFRUY, OTCPK:CFRHF) which have suffered a bit with Chinese tourism to Europe down.
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  • Thu, Mar. 19, 9:19 AM
    • Tag Heuer (OTCPK:LVMHF, OTCPK:LVMUY) will partner with Google and Intel on a new smartwatch that will debit this year.
    • The move by the company into wearable technology was anticipated with the focus on the impact of Apple Watch in the sector.
    • LVMH has more to worry about than just the developments in Cupertino. The dismantling of the Swiss franc and pressure to drop pricing in China are two challenges it's currently taking on.
    • Previously: Weak euro puts luxury brands in a China predicament
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  • Thu, Mar. 19, 8:01 AM
    • Chanel and Tag Heuer (OTCPK:LVMHF) have lowered prices in China due in part to the weakened state of the euro.
    • Some of the price cuts are being seen in other Asia countries as well.
    • The pricing power of luxury brands in China is expected to remain under pressure, although not all companies are expected to follow the lead of Chanel and Tag Heuer with price cuts not in their DNA.
    • A Bloomberg TV report showed very long lines at Chanel stores today.
    • China luxury sellers: Gucci (OTC:PPRUF, OTCPK:PPRUY), Prada, Louis Vuitton (OTCPK:LVMUY), Coach (NYSE:COH), Ralph Lauren (NYSE:RL), Michael Kors (NYSE:KORS), Swatch (OTCPK:SWGAY), Burberry (OTCPK:BURBY), Tiffany (NYSE:TIF).
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  • Tue, Mar. 10, 3:47 PM
    • The co-inventor of Swatch is a bit bearish on the prospect for the Swiss watch industry after taking in the Apple event yesterday.
    • "I do expect an Ice Age coming toward us," said Elmar Mock.
    • "We’ve seen a lot of arrogance in the Swiss watch industry in the past few years, calling the smartwatch a gadget and not taking it seriously," he goes on.
    • Most retail analysts are calling for a smaller impact to the industry from the presence of Apple.
    • Previously: Apple sets Watch prices; pre-orders start on April 10 (March 9)
    • Related stocks: Movado (NYSE:MOV), Fossil (NASDAQ:FOSL), Swatch (OTCPK:SWGAY), Tiffany (NYSE:TIF), Richemont (OTCPK:CFRUY), LVMH Moet Hennessy (OTCPK:LVMHF), Hermes (OTCPK:HESAF), Michael Kors (NYSE:KORS).
  • Tue, Feb. 24, 1:08 PM
    • Projections on the sales of Apple Watches this year now range as high as 20M, according to Women's Wear Daily.
    • The increased sales forecast has some watch companies scrambling to introduce smartwatches of their own.
    • What to watch in the watch market: Analysts think the high-end of the fashion watch segment is most at risk to share loss. In the luxury segment, although brands might feel pressure at the opening price points, the Apple Watch shouldn't be a significant factor at the highest pricing levels.
    • Related stocks: Movado (NYSE:MOV), Fossil (NASDAQ:FOSL), Swatch (OTCPK:SWGAY), Tiffany (NYSE:TIF), Richemont (OTCPK:CFRUY), LVMH Moet Hennessy (OTCPK:LVMHF), Hermes (OTCPK:HESAF), Michael Kors (NYSE:KORS).
  • Mon, Feb. 16, 11:11 AM
    • The confluence of New York Fashion Week and the NBA All-Star game in New York City gave major apparel brands a launching pad to unveil new products and strategies.
    • The annual events have seen significant product successes and misfires in the past which have impacted profits in the retail sector.
    • Under Armour (NYSE:UA): The company used the weekend to launch its largest global brand campaign ever with the new Curry One basketball show. Actor Jamie Foxx and CEO Kevin Plank worked events all weekend, while Curry aces the 3-point shooting competition at the ASG.
    • Banana Republic (NYSE:GPS): Gap promoted a new-look BR line at NY Fashion Week events. Topeka Capital Markets thinks star designer Marissa Webb can recharge some life in the brand which has suffered with the rise of the athleisure category.
    • Kate Spade (NYSE:KATE): The retailer's Chief Content Officer is confident that a big bet on tailored flare pants will be on-trend. The strategy runs counter to the popular skinny-leg look.
    • DKNY (OTCPK:LVMHF): The fashion house drew high marks on the runway for its updated collection which critics see as selling.
    • Tommy Hilfiger (NYSE:PVH): The 30-year old brand displayed its fall lines which include more football and varsity themes. Critics think the grounded approach might broaden the selling demographic.
    • Adidas (OTCQX:ADDYY): The German company used the weekend to showcase its new shoe collaboration with Kanye West. Reviews were mixed with Nike and UA grabbing more exposure through their basketball association.
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  • Wed, Jan. 21, 1:45 PM
    • Swiss watchmakers are putting on a brave face at the Geneva Watch Show after last week's bombshell Franc development.
    • The industry was already feeling an impact from a corruption crackdown by Beijing that's stunted some high-end demand in China.
    • The buzz from the event is that prices on watches produced in Switzerland will increase 5% to 7% to test the reaction of luxury buyers.
    • The introduction of hybrid luxury/wearable tech watches appears set to be a major theme in 2015.
    • Last year, Swiss watch exports to the U.S. rose 6.7% and fell 0.5% in China - marks that may be hard to match in 2015.
    • Related stocks: Movado (NYSE:MOV), Fossil (NASDAQ:FOSL), Swatch (OTCPK:SWGAY), Tiffany (NYSE:TIF), Richemont (OTCPK:CFRUY), LVMH Moet Hennessy (OTCPK:LVMHF), Hermes (OTCPK:HESAF)
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  • Fri, Jan. 16, 1:55 PM
    • Watchmakers from around the world are gathering for the upcoming Salon International De La Haute Horlogerie conference in Geneva with the industry in turmoil after the sudden move by the Swiss government to free the franc.
    • "We expect all kinds of difficulties," is the frank assessment from the top executive of the Swiss Watchmakers Federation.
    • Local production is required in the industry to use the "Swiss-made" description.
    • The development with the franc strikes at a particularly bad time with luxury spending tightening in China.
    • Price increases won't bridge the gap between rising production costs, predict analysts.
    • Related stocks: Movado (NYSE:MOV), Fossil (NASDAQ:FOSL), Swatch (OTCPK:SWGAY), Tiffany (NYSE:TIF), Richemont (OTCPK:CFRUY), LVMH Moet Hennessy (OTCPK:LVMHF), Hermes (OTCPK:HESAF)
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  • Fri, Jan. 16, 10:20 AM
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  • Dec. 20, 2014, 10:17 AM
    • The S&P Retail ETF (NYSEARCA:XRT) is up 3.4% over the last month to outpace the S&P 500 Index as consumer spending trends improve. Analysts have honed in on some categories which show some promise for growth.
    • Drugstores: The transition by the sector into more health/wellness services sets it up for new growth channels. CVS Health (NYSE:CVS) reported strong comparable-store sales despite the full tobacco exit, while Rite Aid (NYSE:RAD) is prepping for a roll-out of RediClinics and HealthSpot kiosks. The visibility on Walgreen (NYSE:WAG) is somewhat clouded by the giant Alliance Boots integration, although it's ahead of rivals on the tech front with its rewards program, pharmacy app and developing online doctor concept.
    • Athleisure: There's some gender initiatives going on in the athletic apparel sector with Under Armour (NYSE:UA) and Nike (NYSE:NKE) growing their women's business and Lululemon (NASDAQ:LULU) expanding on the men's side. All three companies have been closely on-trend with their assortment in a category with explosive demand. Importantly, pricing has held up this holiday season in the U.S., note retail watchers.
    • Online replenishing: Fresh research into shopping trends indicates certain categories see continued buying through the online channel as consumers become attuned to a brand. Retailers positioned well to see more gains from the trend include Williams-Sonoma (NYSE:WSM), Ulta Beauty (NASDAQ:ULTA), Staples (NASDAQ:SPLS), Office Depot (NASDAQ:ODP), Sephora (OTCPK:LVMHF), Dick's Sporting Goods (NYSE:DKS), and of course Amazon (NASDAQ:AMZN).
    • P-E buyouts: There are plenty of candidates in the retail sector for a leveraged buyout similar to the action that helped propel shares of PetSmart (NASDAQ:PETM) +40% from their lows. Keep an eye on Abercrombie & Fitch (NYSE:ANF), Aeropostale (NYSE:ARO), and Ann (NYSE:ANN).
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  • Dec. 17, 2014, 12:59 PM
    • Online sales of beauty and personal care products are booming, according to a new report from A.T. Kearney.
    • A survey by the research firm indicated 47% of all shoppers increased the amount of beauty and personal care products they bought online this year.
    • The category is proving to be defined by online "replenishing" shopping after consumers become attuned to a brand.
    • The overall e-commerce penetration rate for prestige beauty/personal care is 11% vs 6% for mass products.
    • Companies benefiting from the trend include Amazon (NASDAQ:AMZN), Wal-Mart (NYSE:WMT), Ulta Beauty (NASDAQ:ULTA), and Sephora (OTCPK:LVMHF).
  • Dec. 11, 2014, 11:07 AM
    • Shares of Coach (COH +3.5%) perk up after Prime Retailer reports LVMH Moet Hennessey (OTCPK:LVMHF) is interested in the retailer.
    • Sources tell the retail industry website that Coach's recent shows and fashion lines appeal to the designers at LVMH.
    • There's no indication the two companies are in talks.
  • Nov. 3, 2014, 6:59 AM
    • LVMH Moet Hennessey (OTCPK:LVMHF) announces it will unload shares of Hermes (OTCPK:HESAF) on December 17 to end a dispute over its attempts to build a formidable stake in the luxury retailer.
    • The company also disclosed plans to pay a €1.25 per share interim cash dividend in December.
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  • Oct. 14, 2014, 12:47 PM
    • LVMH Moet Hennessey (OTCPK:LVMHF) reports a 4% gain in revenue for the first 9 months of the year.
    • Organic sales rose at the same rate during the period.
    • All business groups showed positive growth except for Wines & Spirits.
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  • Sep. 29, 2014, 1:59 PM
    • Tag Heuer (OTCPK:LVMHF) has eliminated 46 managerial positions due to soft demand, according to Reuters.
    • The company plans to focus on its core watch products in the $1,270 to $5,080 range.
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  • Sep. 9, 2014, 9:23 AM
    • A large patch of the retail sector will have their ears perked up this afternoon to see what Apple (NASDAQ:AAPL) delivers up with its iWatch announcement or teaser.
    • Though the company's entry into wearable technology is considered nearly a certainty, the unknown variable is if the product will end up falling under the "gadget" category or be another Apple device revolution.
    • Computerworld's Mike Egan is in the latter camp: "The iWatch should be most comparable to the Mac and the iPhone, Apple's two most stunning revolution."
    • Forrester Research isn't waiting for details, forecasting 10M iWatch sales by 2016 - a mark which could dent demand for high-end watches.
    • Showtime is 1:00 pm ET. (webcast)
    • Luxury watchmakers: Movado (NYSE:MOV), Fossil (NASDAQ:FOSL), Swatch (OTCPK:SWGAY), Tiffany (NYSE:TIF), Richemont (OTCPK:CFRUY), LVMH Moet Hennessy (OTCPK:LVMHF), Hermes (OTCPK:HESAF)
    • Wearable technology players: Sony (NYSE:SNE), Nike (NYSE:NKE), Samsung (OTC:SSNLF, OTC:SSNGY), Garmin (NASDAQ:GRMN), Basis (NASDAQ:INTC), Fitbit, Jawbone, Adidas (OTCQX:ADDYY), Under Armour (NYSE:UA).
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Company Description
LVMH-Moet Hennessy Louis Vuitton is a diversified luxury goods conglomerate. It produces and sells champagne under the brands Moet & Chandon, Veuve Clicquot, and Ponsardin. LVMH also produces cognac through Hennessy and Hine. The Company makes perfumes, cosmetics, luggage, watches and jewelry,... More
Industry: Apparel Stores
Country: France