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![Retail_Guru Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::24590532.png) Rahul Sharma [@Retail_Guru](/creator/twitter/Retail_Guru) on x 13.4K followers
Created: 2025-07-25 12:13:58 UTC

LVMH points to modest Sephora acceleration but not hurting $ULTA like it was. Solid beauty growth ex duty free. $LVMUY confirms jewelry sweet spot but Tiffany hugely underperforming Cartier/Van Cleef. Spirits tough but better on margin. $CFRUY $DEO $LRLCY $EL $HESAY

![](https://pbs.twimg.com/media/Gws9BnkWwAEqmOV.jpg)

XXXXX engagements

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**Related Topics**
[$hesay](/topic/$hesay)
[$el](/topic/$el)
[$lrlcy](/topic/$lrlcy)
[$cfruy](/topic/$cfruy)
[$lvmuy](/topic/$lvmuy)
[$ulta](/topic/$ulta)
[sharma](/topic/sharma)
[ulta beauty inc](/topic/ulta-beauty-inc)

[Post Link](https://x.com/Retail_Guru/status/1948718367424102828)