💼 LVMH passes the crown to Hermès. The luxury sector is under pressure.
LVMH $MC.PA - the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead...
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Hermès
RMS.PA
RMS.PA Fair Price

My Notes
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I'm waiting for the $COIN results. The company did quite well, so the stock could rise after the results.
I see that $RMS.PAstock is doing quite well this year compared to $MC.PA. I think Hermès is a great company with a nice business, however the stock is really expensive right now and a bigger drop would have to come for me to start thinking about buying.
Do you have shares of $RMS.PA in your portfolio?
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If I had to choose, it would be $RMS.PA, as the performance is better and the company is doing better overall in all respects.
The success of Hermès
- Results for the first half of the year:
- Hermès $RMS.PA reported strong results, which led to a rise in its shares.
- Revenues rose 15% to €7.5 billion.
- Growth drivers:
- High demand in all regions, especially for leather goods and accessories.
- An expanding retail network and the introduction of new product lines.
- Financial indicators:
-...
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These results showed the difference between Hermes and LVMH and why they sell at such high valuations.
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I'm looking at the market very carefully right now. Most stocks are up and if there is a cooling of the big companies, it will be a chain reaction.
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Luxury goods have shown really good resilience and growth in recent years. It's similar to LVMH. Both companies are doing very well. There was even (maybe still is) a collaboration with Apple on the Apple Watch.
I am currently thinking of investing in this sector, but from what I can see, $MC.PA is not doing so well.