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Lanvin Group Holdings LimitedNYSE:LANV 주식 보고서

시가총액 US$203.5m
주가
US$1.74
US$1.49
16.7% 고평가 내재 할인율
1Y-21.3%
7D12.3%
1D
포트폴리오 가치
보기

Lanvin Group Holdings Limited

NYSE:LANV 주식 리포트

시가총액: US$203.5m

Lanvin Group Holdings (LANV) 주식 개요

랑방 그룹 홀딩스는 유럽, 중동, 아프리카, 북미, 중화권 및 기타 아시아 국가에서 남성과 여성을 위한 꾸뛰르 하우스로 운영되고 있습니다. 자세히 보기

LANV 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장0/6
과거 실적0/6
재무 건전성0/6
배당0/6

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Lanvin Group Holdings Limited 경쟁사

가격 이력 및 성과

Lanvin Group Holdings 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$1.74
52주 최고가US$2.62
52주 최저가US$1.03
베타-0.17
1개월 변동11.54%
3개월 변동1.75%
1년 변동-21.27%
3년 변동-66.73%
5년 변동-82.04%
IPO 이후 변동-82.34%

최근 뉴스 및 업데이트

분석 기사 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...

Recent updates

분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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."

주주 수익률

LANVUS LuxuryUS 시장
7D12.3%7.6%1.2%
1Y-21.3%-9.9%28.7%

수익률 대 산업: LANV은 지난 1년 동안 -9.9%의 수익을 기록한 US Luxury 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LANV은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LANV's price volatile compared to industry and market?
LANV volatility
LANV Average Weekly Movement10.8%
Luxury Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: LANV는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LANV의 주간 변동성(11%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
18892,066Andy S. Lewwww.lanvin-group.com

랑방 그룹 홀딩스는 유럽, 중동, 아프리카, 북미, 중화권 및 기타 아시아 국가에서 남성과 여성을 위한 꾸뛰르 하우스로 운영되고 있습니다. 랑방, 울포드, 세인트 존, 세르지오 로시, 기타 및 지주회사 부문을 통해 운영되고 있습니다. 이 회사는 바디수트, 상의, 바지, 드레스, 스커트, 점프수트, 재킷, 가디건 등으로 구성된 기성복 제품, 운동화를 포함한 신발, 가죽 제품, 의상 보석, 스카프, 모자, 벨트, 넥타이, 소매 커프스 등 소형 액세서리, 안경, 아동복, 스타킹, 양말, 레깅스 등 레그웨어, 란제리, 비치웨어, 애슬레저 웨어를 제공합니다.

Lanvin Group Holdings Limited 기초 지표 요약

Lanvin Group Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LANV 기초 통계
시가총액US$203.48m
순이익 (TTM)-US$263.69m
매출 (TTM)US$279.97m
0.7x
주가매출비율(P/S)
-0.8x
주가수익비율(P/E)

LANV는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LANV 손익계산서 (TTM)
매출€240.50m
매출원가€100.62m
총이익€139.88m
기타 비용€366.39m
순이익-€226.51m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)-1.94
총이익률58.16%
순이익률-94.18%
부채/자본 비율-133.3%

LANV의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 11:42
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Lanvin Group Holdings Limited는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeremy GarnierODDO BHF Corporate & Markets