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![JomaSilva88 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1457291807541366785.png) Pepe 🚀 [@JomaSilva88](/creator/twitter/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 ?

![](https://pbs.twimg.com/media/Gwr_GC2WwAAuWKX.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948653551997059317/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[debt](/topic/debt)
[$mcpa](/topic/$mcpa)
[$lvmh](/topic/$lvmh)

[Post Link](https://x.com/JomaSilva88/status/1948653551997059317)