LVMH (ENXTPA:MC) Is Up 7.7% After Q3 Revenue Returns to Growth on Strong China Demand – What's Changed

LVMH Moët Hennessy - Louis Vuitton Société Européenne recently reported third-quarter 2025 revenue of €18.28 billion, showing a 1% organic sales increase after several quarters of declines, with stronger-than-expected demand from China and improvements across most business divisions. This marks a return to growth for the group, with Chinese consumer demand turning positive for the first time this year and key segments like Fashion & Leather Goods and Wines & Spirits reporting sequential improvements. We’ll now examine how China’s renewed appetite for luxury goods may impact LVMH’s investment outlook and growth narrative.

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LVMH Moët Hennessy - Louis Vuitton Société Européenne Investment Narrative Recap

To invest in LVMH, you need to believe in the group's ability to reignite demand in key luxury markets, particularly Asia, while protecting margins through scale and brand strength. The unexpected return to sales growth in the third quarter, bolstered by a rebound in China, directly addresses sentiment around the most important short-term catalyst, renewed Asian consumer appetite, but currency volatility and sustained cost pressures remain the biggest risks, and the latest results do not eliminate these concerns.

Among recent developments, LVMH’s interim dividend announcement of €5.50 per share stands out, reflecting confidence in its capacity to generate shareholder returns even through turbulent operating periods. This commitment to cash returns may reassure investors, but it depends heavily on the company’s ability to sustain improving demand across core markets like China.

However, despite signs of recovery, investors should be aware of ongoing risks tied to margin pressures, especially if cost inflation or foreign exchange volatility resurge...

Read the full narrative on LVMH Moët Hennessy - Louis Vuitton Société Européenne (it's free!)

LVMH Moët Hennessy - Louis Vuitton Société Européenne's outlook anticipates €92.2 billion in revenue and €16.4 billion in earnings by 2028. This is based on a projected annual revenue growth rate of 3.6% and an increase in earnings of €5.4 billion from the current €11.0 billion.

Uncover how LVMH Moët Hennessy - Louis Vuitton Société Européenne's forecasts yield a €558.30 fair value, a 7% downside to its current price.

Exploring Other PerspectivesENXTPA:MC Community Fair Values as at Oct 2025

Forty-one members of the Simply Wall St Community estimate LVMH’s fair value anywhere from €357.85 to €694.02 per share. While many focus on China’s demand as a future driver, you can explore multiple perspectives on what factors may shape LVMH’s performance ahead.

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Explore 41 other fair value estimates on LVMH Moët Hennessy - Louis Vuitton Société Européenne - why the stock might be worth 41% less than the current price!

Build Your Own LVMH Moët Hennessy - Louis Vuitton Société Européenne Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your LVMH Moët Hennessy - Louis Vuitton Société Européenne research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Our free LVMH Moët Hennessy - Louis Vuitton Société Européenne research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LVMH Moët Hennessy - Louis Vuitton Société Européenne's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include MC.enxtpa.

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