Hermès
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💼 #Hermès surpassed #LVMH : luxury at a crossroads
⏺ LVMH is no longer number one in the luxury world by market capitalization.
Now on the throne is Hermès.
LVMH shares fell by -7.8% after a weak report:
in the first quarter — an unexpected decline in sales.
Under pressure are the brands Louis Vuitton, Dior, Tiffany, and even Sephora.
What is happening?
— Growth has slowed in the USA and China
— Luxury brands have become too common
— Hermès wins due to exclusivity and stable demand
Forecast:
Hermès will continue to strengthen its position — especially in the premium segment with limited offerings.
As for LVMH, to regain leadership, it will have to relaunch its brands and bet on rarity rather than mass appeal.
Conclusion:
Luxury is becoming quieter and more expensive. The winner is the one who sells not just items, but exclusivity.
⏺ LVMH is no longer number one in the luxury world by market capitalization.
Now on the throne is Hermès.
LVMH shares fell by -7.8% after a weak report:
in the first quarter — an unexpected decline in sales.
Under pressure are the brands Louis Vuitton, Dior, Tiffany, and even Sephora.
What is happening?
— Growth has slowed in the USA and China
— Luxury brands have become too common
— Hermès wins due to exclusivity and stable demand
Forecast:
Hermès will continue to strengthen its position — especially in the premium segment with limited offerings.
As for LVMH, to regain leadership, it will have to relaunch its brands and bet on rarity rather than mass appeal.
Conclusion:
Luxury is becoming quieter and more expensive. The winner is the one who sells not just items, but exclusivity.
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