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"Point here isnt this is a new great big luxury boom. Its a classic case of sell-side press & even most investors consensually going short with bling is dead etc. Dangerous given these really are special franchises. $LVMUY $CFRUY $HESAY"
X Link @Retail_Guru 2025-10-15T13:21Z 13.5K followers, 3057 engagements
"LVMH premium beauty accelerated in Q3 led by high-end Dior. And skin & make up as good as fragrance. Sephora US also very strong as $LVMUY dismissed $AMZN challenge. All good pointers for premium beauty and also $ULTA. $EL $LRLCY $PG $UL"
X Link @Retail_Guru 2025-10-15T12:35Z 13.5K followers, XXX engagements
"$LVMH June might have been the bottom indeed Q3 numbers just out today and bottoming process in revenues clearly well underway with a +1% revenue growth YoY Ideally I'd want to see unit sold per category as it's important that stabilisation is done via volume and not just pricing"
X Link @capitalatrisk23 2025-10-14T16:09Z 2428 followers, 5426 engagements
"all the luxury and premium consumer goods company are begging to put a bottom on their stocks same configuration everywhere $LVMHF $RCO.PA $RI.PA $LRLCY $KER.PA I am in none of them - we might see one more puke But rather feels towards the end of a bottoming process"
X Link @capitalatrisk23 2025-06-16T09:05Z 2428 followers, 4286 engagements