Hermès

What's your opinion on luxury sector stocks?

I own $MC.PA and I'm not very satisfied. Overall, stocks in this sector have dropped a lot and the situation still isn't ideal. I used to look at $RMS.PA, but I don't want to invest in them anymore.

Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.

Which luxury sector stocks do you have in your portfolio?

💼 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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Next week, there will be quite a few more well-known and interesting companies reporting results. I will be interested in the results of $MCD, $SHOP, $ABNB and $RMS.PA.

Which companies' results will you be interested in?

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?

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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Investors, which stocks are you currently following or find interesting?

I want to take a closer look at$RMS.PA and I recently added $OTIS stock to my portfolio , which I think is also an interesting stock.

What do you think about $RMS.PAstock ?

I want to take a closer look at Hermès and I want to follow the company now because the company is very high quality and the business is great.