Consumer Durables French Community
Our community narratives are driven by numbers and valuation.
Consumer Durables French Investing Ideas
The Luxury Titan Mispriced by a Short‑Sighted Market
LVMH faces a demand slowdown, but the business keeps growing as it adds brands, expands its hotel footprint, and leans into high-end categories. If the market is judging the company on the recent dip while it keeps building for the long run, this could be a rare moment when a luxury leader looks undervalued.Read more
A great prediction written on the 21st of July 2025
(This peace was written on the 21st of July 2025) I’d like to get your attention on LVMH, an European giant that needs no introductions. LVMH’s current price of 470€ is starting to get into purchasable territory.Read more
LVMH’s Cash Flow Is Holding Up, But The Stock Still Needs A Better Entry Point
LVMH keeps generating strong cash even as luxury demand cools, but its biggest fashion brands still aren’t clearly picking up again. The key question is whether you should wait for a better buying moment, because a slow recovery could leave today’s price looking merely okay.Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
EU#4 - Turning Heritage into the World’s Strongest Luxury Empire
LVMH: Turning Heritage into the World’s Strongest Luxury Empire Luxury is supposed to be rare, handcrafted, and personal. Scale, on the other hand, belongs to factories and fast-moving consumer goods.Read more
LVMH - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 10.5/17 +2 ✅✅ Projected Operating Margin: 25.34% +0 ⚠️ Projected 5-Year Revenue CAGR: 7.30% +1 ✅ Last 5-Year ROIC: 12.40% +1 ✅ Estimated Cost of Capital: 6.98% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.30% +1 ✅ Projected 5-Year EPS CAGR: 17.34% +1 ✅ Projected 5-Year Dividend CAGR: 12.78% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium LVMH is a "status symbol". This is shown on its high operating margin and wide moat but also on its "modest" yet solid revenue growth , given that these type of companies choose to trade their brand status by lower revenue growth, that's not a bug but a feature.Read more
KER: Beauty Unit Sale And Licensing Deal Will Shape Future Market Position
Kering is reshaping its luxury brands by closing weaker stores, tightening costs, and pushing new products and online sales to rebuild demand—especially at Gucci. The big question is whether creative changes and shifting travel and shopping habits will help the brands regain momentum or keep holding sales back.Read more
Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity
Hermès’ image of rare, hard-to-get luxury faces new pressure from trade tensions, stricter sustainability demands, online-first shoppers, and a growing resale and counterfeit ecosystem. The key question is whether the brand’s tight control over supply and craftsmanship can keep its pricing power intact as the luxury world becomes more digital and more regulated.Read more
Rising Trade Barriers Will Erode Luxury Prospects
LVMH’s luxury empire could face a tougher few years as trade friction, shifting public sentiment, and heavy reliance on Asian shoppers cool demand for high-end goods. At the same time, resale platforms and signs of brand fatigue may make it harder to keep raising prices, even as the company tries to lean on innovation and global reach to stay resilient.Read more
