LVMH WKN: 853292 ISIN: FR0000121014 Kürzel: MC Forum: Aktien Thema: Hauptdiskussion

Ja kommt drauf an was eingepreist war

Das Unternehmen läuft seit 3 Jahren auf 0%

Finde die Zahlen sogar gut bei den anderen Modeherrstellern

18 Uhr gibt's q u a

Wurde wohl schlimmer erwartet

Also so schlecht is das ned

Findet jemand was zum outlook

Ai ai ai,free Cashflow trotzdem gesteigert,bei den Ergebnissen, das ist krass

Nicht ganz schlecht aber unter Erwartungen. Ich nehme aber an daß der Outlook wichtiger wird.

LVMH Moët Hennessy Louis Vuitton, the world’s leading high-quality products group, recorded revenue of €41.7 billion in the first half of 2024. Growth continued over the period (2% organic growth) despite a geopolitical and economic environment that remained uncertain. Europe and the United States achieved growth on a constant consolidation scope and currency basis; Japan recorded double-digit revenue growth; the rest of Asia reflected the strong growth in spending by Chinese customers in Europe and Japan. In the second quarter, organic revenue growth was 1%. Profit from recurring operations for the first half of 2024 came to €10.7 billion, equating to an operating margin of 25.6%, significantly exceeding pre-Covid levels. Exchange rate fluctuations had a substantial negative impact on the half-year period. The Group share of net profit amounted to €7.3 billion. Bernard Arnault, Chairman and CEO of LVMH, commented: “The results for the first half of the year reflect LVMH’s remarkable resilience, backed by the strength of its Maisons and the responsiveness of its teams in a climate of economic and geopolitical uncertainty. Driven as ever by our dual focus on desirability and responsibility, we have continued to work towards achieving the targets set out in our environmental and social action programs. In a year marked by our partnership with the Paris 2024 Olympic and Paralympic Games, we are honored to share our creativity, excellent craftsmanship and deep commitment to society to make this event a resounding success and an opportunity for France to shine on the world stage. While remaining vigilant in the current context, the Group approaches the second half of the year with confidence, and will count on the agility and talent of its teams to further strengthen its global leadership position in luxury goods in 2024.” Highlights of the first half of 2024 included the following: - Continued organic revenue growth. - Substantial negative impact of exchange rate fluctuations, particularly on Fashion & Leather Goods. - Growth in revenue in Europe and the United States, exceptional growth in Japan arising in particular from purchases made by Chinese travelers. - Performance of Wines & Spirits reflecting the ongoing normalization of demand that began in 2023. - Good resilience in Fashion & Leather Goods, which saw its operating margin remain at an exceptional level, especially for flagship brands Louis Vuitton and Christian Dior. - Rapid growth in fragrances and makeup, and ongoing success of our Maisons’ iconic lines. - Powerful creative momentum at all the Watches & Jewelry Maisons, and sustained investments in communications and in renovating stores.

Gibt ordentlich Stiche

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https://finance.yahoo.com/news/lvmh-good-results-lvmh-first-154500703.html

14 % Gewinnrückgang war aber nicht geplant oder?

https://www.lvmh.com/en/publications/good-results-for-lvmh-in-the-first-half-of-the-year-despite-the-prevailing-environment

Hab nur das gefunden aktuell: Q2 REVENUE EUR 20.98 BLN, UP +1% ORGANICALLY VS LSEG CONSENSUS: EUR 21.58 BLN *Q2 FASHION, LEATHER GOODS REVENUE EUR 10.28 BLN, UP +1% ORGANICALLY VS VISIBLE ALPHA CONSENSUS: +3% *H1 PROFIT FROM RECURRING OPERATIONS EUR 10.65 BLN VS VISIBLE ALPHA CONSENSUS: EUR 11.11 BLN *H1 NET PROFIT GROUP SHARE EUR 7.27 BLN, -14%