Consumer Durables French Community
Our community narratives are driven by numbers and valuation.
Consumer Durables French Investing Ideas
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
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 how it sells luxury goods by trimming weaker stores, pushing more online sales, and refreshing key brands in hopes of winning shoppers back. The big question is whether those changes can overcome softer demand, lower tourist spending, and the risk that new creative directions fail to connect.Read more
Analysts Lower SEB Valuation After Weaker Guidance and Softer Growth Outlook
SEB is trying to restart growth by rolling out new home appliances, leaning into repair and recycling, and selling more directly online—while also pushing deeper into Asia and adding new brands. But weaker demand, trade policy uncertainty, currency swings, and high stock levels could weigh on profits if the recovery takes longer than expected.Read more
Artisan Craft And Digital Expansion Will Elevate Quiet Luxury Appeal
Hermès leans into scarcity, craftsmanship, and tight control over how its products are made and sold, which helps it keep demand strong even when the wider luxury market cools. The bigger question is whether rising trade and sustainability pressures, heavier reliance on China, and a world shifting toward digital-first shopping could start to chip away at that edge.Read more
Rising Trade Barriers Will Erode Luxury Prospects
Trade tensions and shifting attitudes toward luxury are starting to pinch demand for LVMH, especially where the business leans heavily on Asian shoppers. See why some expect slower growth as resale rises and big brands lose momentum, and what could still help LVMH bounce back.Read more
Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins
Kering leans heavily on Gucci, and if that brand keeps losing its edge, the whole group could feel the hit even if its other labels hold up. At the same time, luxury shopping moving online and rising pressure to prove ethical, sustainable sourcing may make it harder to stay exclusive and keep pricing power.Read more
