Lanvin Group Holdings Limited

NYSE:LANV 株式レポート

時価総額:US$210.5m

Lanvin Group Holdings マネジメント

マネジメント 基準チェック /04

現在、CEO に関する十分な情報がありません。

主要情報

Andy S. Lew

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent updates

分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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
在職期間

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Andy S. Lew
Executive President & Interim CFOless than a yearデータなしデータなし
Jiyang Han
Chief Financial Officerless than a yearデータなしデータなし
Benjamin Dornic
General Counselless than a yearデータなしデータなし
Marco Pozzo
CEO & Chairman of Wolfordless than a yearデータなしデータなし
0.5yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: LANVの経営陣は 経験豊富 とはみなされません ( 0.5年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Mitchell Garber
Independent Directorno dataデータなし0.36%
$ 759.4k
Philippe Laurent Heim
Directorless than a yearデータなしデータなし
Jennifer Fleiss
Independent Directorno dataデータなしデータなし
Cecelia Kurzman
Independent Director3.4yrsデータなしデータなし
Zhen Huang
Chairman2.3yrsデータなしデータなし
Chao Zou
Director2.3yrsデータなしデータなし
Tong Chen
Directorno dataデータなしデータなし
Claes Jurjan Wouda Kuipers
Independent Directorno dataデータなしデータなし
Qiang Liu
Director1.3yrsデータなしデータなし
2.3yrs
平均在職期間
54yo
平均年齢

経験豊富なボード: LANVの 取締役会経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 22:41
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lanvin Group Holdings Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1

アナリスト機関
Jeremy GarnierODDO BHF Corporate & Markets