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Pepe 🚀 @JomaSilva88 on x XXX followers
Created: 2025-07-25 07:56:25 UTC
The good, the bad & the ugly for $LVMH $MC.PA
GOOD: The crisis is pushing LVMH to innovate, like the boat in Shangai 👇, net debt down, FCF up
BAD: Margin shrink tougher than expected
UGLY: 26, XX recovery 🤷♂️ ? tariffs 10, 15, 30%?
High incertitude, but low risk ? #dhando ?
XXXXX engagements
