Lanvin Group Holdings Limited

Informe acción NYSE:LANV

Capitalización de mercado: US$210.5m

Lanvin Group Holdings Dirección

Dirección controles de criterios 0/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Andy S. Lew

Chief Executive Officer (CEO)

n/a

Compensación total

Porcentaje del salario del CEOn/a
Permanencia del CEOless than a year
Participación del CEOn/a
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva2.3yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Feb 10

Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet

The Lanvin Group Holdings Limited ( NYSE:LANV ) share price has fared very poorly over the last month, falling by a...
Artículo de análisis Dec 17

Lanvin Group Holdings Limited's (NYSE:LANV) Share Price Could Signal Some Risk

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Luxury industry in the United States, you could...
Artículo de análisis Aug 22

Lanvin Group Holdings Limited (NYSE:LANV) Doing What It Can To Lift Shares

There wouldn't be many who think Lanvin Group Holdings Limited's ( NYSE:LANV ) price-to-sales (or "P/S") ratio of 0.6x...
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Nueva narrativa May 04

Operational Hurdles And Brand Shifts Will Reshape Luxury Market Appeal

Revenue decline due to saturated luxury markets and creative transitions may hinder revenue growth and market positioning.
Artículo de análisis Jun 22

Lanvin Group Holdings Limited's (NYSE:LANV) P/S Is Still On The Mark Following 39% Share Price Bounce

Lanvin Group Holdings Limited ( NYSE:LANV ) shares have continued their recent momentum with a 39% gain in the last...
Artículo de análisis May 02

Investors Appear Satisfied With Lanvin Group Holdings Limited's (NYSE:LANV) Prospects As Shares Rocket 33%

Those holding Lanvin Group Holdings Limited ( NYSE:LANV ) shares would be relieved that the share price has rebounded...
Artículo de análisis May 02

Lanvin Group Holdings Limited's (NYSE:LANV) 33% Jump Shows Its Popularity With Investors

Those holding Lanvin Group Holdings Limited ( NYSE:LANV ) shares would be relieved that the share price has rebounded...
Seeking Alpha Feb 23

Lanvin Business Stagnates In 2023

Summary Luxury fashion brand operator Lanvin Group Holdings recorded just 1% revenue growth last year to 426 euros. A slowdown in the global luxury market has been pressuring brand operators across the spectrum as they grapple with subdued consumer spending and sales that have failed to return to pre-pandemic levels. Lanvin’s shares rose 6.4% the day of the announcement but gave back most of those gains the next day. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

Lanvin Group Holdings reports FY results

Lanvin Group Holdings press release (NYSE:LANV): FY all portfolio brands delivered growth, with flagship brand Lanvin growing 67% Y/Y. Revenue of $425M, a 38% increase Y/Y versus 2021 and a 25% increase Y/Y versus 2021 on a pro forma basis assuming Sergio Rossi's full-year revenue results were included in 2021. Successful delivery of omni-channel strategies drove a 42% increase in global Wholesale and a 35% increase in DTC sales. Ongoing implementation of strategic plans in 2023 to drive further revenue growth and margin improvement.
Seeking Alpha Jan 09

Newly Listed Lanvin Leaves Investors Blowing Hot And Cold

Summary Big volatility in Lanvin’s shares since its SPAC listing last month reflects the many uncertainties hanging over the company. The volatility is likely to continue until some of the uncertainties become clearer, including the state of China’s luxury market and financial condition of Lavin’s struggling Chinese parent. The newly listed Lanvin is still very much a work in progress and investors are probably trying to figure out how the company could develop over the mid to longer term. Once investor darlings, luxury goods companies with an emphasis on China have become just the opposite these days. Last week we reported on the latest woes at Secoo (SECO), whose stock once soared on its billing as China's biggest luxury e-commerce company, but now trades at a tiny fraction of its IPO price. Now, the newly listed Lanvin Group Holdings Ltd. (LANV) is suffering a similar fate following its mid-December trading debut. Lanvin's shares have been all over the map since it completed its backdoor listing using a special purpose acquisition company (SPAC) and began trading under the LANV symbol on Dec. 16. Its shares closed that day at $10, the same as the January 2021 IPO price for its SPAC acquirer, Primavera Capital Acquisition Corp. The stock then moved steadily downward, losing more than half its value five days later when it closed at $4.51. But then it staged a comeback over the next four days and returned to as high as $9.12, before sagging again to its latest close of $6.10. The huge volatility isn't completely unexpected for such a newcomer, since Lanvin has only given out limited financial data so far and probably won't give its first complete financial report until February or March. But the huge volatility also probably reflects investor ambivalence about Lanvin's story which is heavily tied to China, a former luxury goods rising star that has fallen on hard times due to strict pandemic controls that have killed consumption. Somewhat ironically, Lanvin's latest plunge comes just as China finally reopened its borders on Sunday after nearly three years of near closure. Perhaps some are now worried that Chinese consumers will embark on a wave of "revenge international luxury spending" in other countries now that they can travel freely again. But truth be told, increased spending by Chinese consumers anywhere should benefit Lanvin, which is Chinese-owned but whose brands are all western. The company is the baby of Chinese financial conglomerate Fosun, whose Hong Kong-listed Fosun International (FOSUF) (0656.HK) owns 65% of Lanvin's shares after the SPAC merger. The company owns five major brands acquired by Fosun over the last few years. Besides Lanvin, those include Austrian skinwear brand Wolford; Italian luxury shoemaker Sergio Rossi; American womenswear brand St. John Knits; and Italian menswear maker Caruso. Of the five brands, Lanvin accounted for about a third of the company's sales in the first half of this year, while Wolford was the second largest contributor with about one-quarter of the total. The company posted 202 million euros ($215 million) in revenue in the first half of last year, up 73% from a year earlier, on strong growth in Europe and North America. Lanvin is losing money, though it hasn't disclosed the size of its losses in the limited financial materials provided to date. Chairman Joann Cheng has promised to break even by sometime next year. Problematic China Fosun is a big proponent of a strategy of bringing big global brands to China to tap local demand for world-class names. Its Fosun Tourism (FSNGF) (1992.HK) had such a goal in mind with its 2015 acquisition of Club Med, aiming to bring the French company's signature resorts to China. It also acquired the renowned Cirque de Soleil performance franchise with a similar aim. The records for both of those companies in China have been spotty at best, in no small part because of China's strict pandemic control measures that have discouraged travel and killed consumer demand for this kind of leisure spending over the last three years. That said, one would think China's lifting of most restrictions starting in early December might provide a lift to stocks like Lanvin in hopes of a new wave of Chinese spending. But the huge gyration in Lanvin's stock seems to indicate investors are still undecided. Prior to the completion of its SPAC merger, Fosun estimated Lanvin's valuation at $1 billion in November, revising the figure down from a previous $1.25 billion on factors including currency depreciation and valuation of its peers. At its latest close, the company is worth about $800 million, far less than the earlier forecasts. The latest close also values Lanvin well below other big global names. Its current price-to-sales (P/S) ratio stands at just 1.9, compared with a 3.1 for Kering (PPRUF) (KER.PA) and 4.8 for LVMH (LVMHF) (MC.PA). Part of the discount probably owes to Lanvin's loss-making status, since the other two companies are both quite profitable. Another concern could stem from financial woes for Lanvin parent Fosun, which is currently struggling under a huge debt load and could be in danger of default. Then there's also the China luxury market, which we've noted several times already is struggling these days. The country was once the star of an annual global luxury goods report from Bain, thanks to Chinese consumers' healthy appetite for expensive handbags, luxury watches, and other such goods. But in the report's 2022 edition, Bain noted that while China remains crucial to the market over the long term, it "continues to confront a challenging phase due to Covid lockdowns and is still performing below 2021 figures."

CEO

Andy S. Lew (54 yo)

less than a year
Permanencia

Mr. Andy S. Lew is Executive President of Lanvin Group Holdings Limited from January 2025. He serves as Interim Chief Financial Officer of Lanvin Group Holdings Limited from May 07, 2026. Mr. Lew was Chief...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Andy S. Lew
Executive President & Interim CFOless than a yearsin datossin datos
Jiyang Han
Chief Financial Officerless than a yearsin datossin datos
Benjamin Dornic
General Counselless than a yearsin datossin datos
Marco Pozzo
CEO & Chairman of Wolfordless than a yearsin datossin datos
0.5yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LANV no se considera experimentado ( 0.5 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mitchell Garber
Independent Directorno datasin datos0.36%
$ 759.4k
Philippe Laurent Heim
Directorless than a yearsin datossin datos
Jennifer Fleiss
Independent Directorno datasin datossin datos
Cecelia Kurzman
Independent Director3.4yrssin datossin datos
Zhen Huang
Chairman2.3yrssin datossin datos
Chao Zou
Director2.3yrssin datossin datos
Tong Chen
Directorno datasin datossin datos
Claes Jurjan Wouda Kuipers
Independent Directorno datasin datossin datos
Qiang Liu
Director1.3yrssin datossin datos
2.3yrs
Permanencia media
54yo
Promedio de edad

Junta con experiencia: La junta directiva de LANV no se considera experimentada (2.3 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 11:40
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lanvin Group Holdings Limited está cubierta por 1 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jeremy GarnierODDO BHF Corporate & Markets