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LVMH Moët Hennessy - Louis Vuitton Société Européenne
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"Yesterday Ferrari $RACE CEO Benedetto Vigna said the company's earnings projections are "ambitious" but they always deliver on promises. Not sure that was something people wanted to hear given the rather muted growth projections they made would not be described as "ambitious" by many. The earnings pop from $MC $MC.PA $LVMHF $LVMUY seems to be helping $RACE last X days. I did go up to XXX share buys once we got to $380s. I've been selling on the recovery and this is what I current have. Will hold those lowest XXX unless we go lower in which I'll re-start buying"
X Link @SayNoToTrading 2025-10-16T15:33Z 10.8K followers, 2553 engagements
"💭Our thoughts. X. $LVMH's Q3 shows stabilization not real recovery. X. Growth returned to +1% organically but mainly from Asia and Sephora. X. Fashion & Leather Goods (the profit core) remains soft hurt by weak tourism and FX. X. $MC.PA maintains a long-term investment philosophy prioritizing brand desirability retail and execution over margin-protection. X. We have faith in management and leadership to turn the tide and keep running a tight ship"
X Link @DutchInvestors 2025-10-16T14:27Z 3527 followers, XXX engagements
"$MC.PA plans to open a new @LouisVuitton store in Shanghai a House of @Dior in New York and Beverly Hills and plans to open a new Tiffany's store in Ginza. The emphasis on the "quality of growth" through strong local clientele engagement tells us a foundational approach to building sustainable brand equity. As investors we can appreciate this"
X Link @DutchInvestors 2025-10-16T14:27Z 3528 followers, XXX engagements
"💠 $LVMH remains confident despite macro headwinds. Focus areas for 2026: X. Keep reinforcing brand desirability & craftsmanship X. Invest in retail excellence & innovation X. Leverage global brand portfolio for resilience $MC.PA Bernard Arnaults long-term strategy remains unchanged: Enhance desirability not chase short-term profits"
X Link @DutchInvestors 2025-10-16T14:26Z 3528 followers, XX engagements