[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Daily Stock and Crypto Analysis [@DailyAnalysts](/creator/twitter/DailyAnalysts) on x XXX followers Created: 2025-07-22 13:11:48 UTC 📊 VERIFIED STOCK PRICES (July 22, 2025): • LVMH (LVMUY): $XXXXXX (-0.70%) | $272.9B market cap • Hermès €2,321 (-0.34%) | €244.68B market cap • Kering (PPRUY): $XXXXX (+0.75%) | $28.16B market cap • Burberry (BURBY): $XXXXX (+0.06%) | $6.36B market cap 🏆 INVESTMENT RANKINGS & PRICE TARGETS: #1 HERMÈS - STRONG BUY | Target: €2,600-2,900 (+12-25%) Reason: Unmatched pricing power. Only luxury brand RAISING prices during economic uncertainty. Scarcity economics create permanent competitive advantage. Overtook LVMH as most valuable luxury company by market cap. #2 LVMH - BUY OPPORTUNITY | Target: $130-145 (+19-33%) Reason: Oversold after Q1 disappointment (-5% fashion sales, -XXX% stock drop). Morgan Stanley cut targets creating value opportunity. World's largest luxury conglomerate at reasonable 18.66x P/E with creative renewal underway. #3 BURBERRY - TURNAROUND PLAY | Target: $22-28 (+25-59%) Reason: High-risk/high-reward. CEO Joshua Schulman's "Burberry Forward" showing early stabilization: Q1 sales -X% vs -X% expected. Stock up XX% YTD but still at crisis valuations. #4 KERING - AVOID | Target: $20-24 (-13-4%) Reason: Existential crisis. Gucci sales collapsed XX% in Q1, group revenue down 14%. Creative director transition controversial. No clear turnaround timeline. 🇨🇳 CHINA CRISIS: Market contracted XX% in 2024 • LVMH: Asia down XX% • Kering: Asia-Pacific down XX% • Hermès: Growth slowed to XXX% • Only X% of luxury brands achieved growth in China during 2024 💡 PORTFOLIO STRATEGY: XX% Hermès (pricing power supremacy) XX% LVMH (value after selloff) XX% Burberry (turnaround lottery ticket) XX% Cash (sector volatility buffer) 🔑 KEY INSIGHTS: - Luxury sector experiencing first real contraction in XX years - Only XX% of brands growing in 2024 vs XX% in 2021-22 - Hermès' scarcity model proves recession-resistant - LVMH trading at attractive valuation after Q1 miss - Burberry turnaround showing early promise under new CEO - Kering facing existential Gucci crisis 📈 INVESTMENT HORIZON: 12-24 months tactical, 3-5 years strategic for Hermès. Sector recovery timeline depends on China stabilization and global economic conditions. 🔗 Sources: Yahoo Finance, Company Reports, Bain Luxury Study 2025, Business of Fashion, Vogue Business #LuxuryStocks #LVMH #Hermes #Kering #Burberry #StockAnalysis #LuxuryRetail #Investment XX engagements  **Related Topics** [market cap](/topic/market-cap) [investment](/topic/investment) [$636b](/topic/$636b) [burberry](/topic/burberry) [$2816b](/topic/$2816b) [$kerpa](/topic/$kerpa) [herms](/topic/herms) [$2729b](/topic/$2729b) [Post Link](https://x.com/DailyAnalysts/status/1947645756560859170)
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Daily Stock and Crypto Analysis @DailyAnalysts on x XXX followers
Created: 2025-07-22 13:11:48 UTC
📊 VERIFIED STOCK PRICES (July 22, 2025):
• LVMH (LVMUY): $XXXXXX (-0.70%) | $272.9B market cap
• Hermès €2,321 (-0.34%) | €244.68B market cap
• Kering (PPRUY): $XXXXX (+0.75%) | $28.16B market cap
• Burberry (BURBY): $XXXXX (+0.06%) | $6.36B market cap
🏆 INVESTMENT RANKINGS & PRICE TARGETS:
#1 HERMÈS - STRONG BUY | Target: €2,600-2,900 (+12-25%) Reason: Unmatched pricing power. Only luxury brand RAISING prices during economic uncertainty. Scarcity economics create permanent competitive advantage. Overtook LVMH as most valuable luxury company by market cap.
#2 LVMH - BUY OPPORTUNITY | Target: $130-145 (+19-33%) Reason: Oversold after Q1 disappointment (-5% fashion sales, -XXX% stock drop). Morgan Stanley cut targets creating value opportunity. World's largest luxury conglomerate at reasonable 18.66x P/E with creative renewal underway.
#3 BURBERRY - TURNAROUND PLAY | Target: $22-28 (+25-59%) Reason: High-risk/high-reward. CEO Joshua Schulman's "Burberry Forward" showing early stabilization: Q1 sales -X% vs -X% expected. Stock up XX% YTD but still at crisis valuations.
#4 KERING - AVOID | Target: $20-24 (-13-4%) Reason: Existential crisis. Gucci sales collapsed XX% in Q1, group revenue down 14%. Creative director transition controversial. No clear turnaround timeline.
🇨🇳 CHINA CRISIS: Market contracted XX% in 2024 • LVMH: Asia down XX% • Kering: Asia-Pacific down XX% • Hermès: Growth slowed to XXX% • Only X% of luxury brands achieved growth in China during 2024
💡 PORTFOLIO STRATEGY: XX% Hermès (pricing power supremacy) XX% LVMH (value after selloff) XX% Burberry (turnaround lottery ticket) XX% Cash (sector volatility buffer)
🔑 KEY INSIGHTS:
- Luxury sector experiencing first real contraction in XX years
- Only XX% of brands growing in 2024 vs XX% in 2021-22
- Hermès' scarcity model proves recession-resistant
- LVMH trading at attractive valuation after Q1 miss
- Burberry turnaround showing early promise under new CEO
- Kering facing existential Gucci crisis
📈 INVESTMENT HORIZON: 12-24 months tactical, 3-5 years strategic for Hermès. Sector recovery timeline depends on China stabilization and global economic conditions.
🔗 Sources: Yahoo Finance, Company Reports, Bain Luxury Study 2025, Business of Fashion, Vogue Business
#LuxuryStocks #LVMH #Hermes #Kering #Burberry #StockAnalysis #LuxuryRetail #Investment
XX engagements
Related Topics market cap investment $636b burberry $2816b $kerpa herms $2729b