ENXTPA:MCLuxury
LVMH (ENXTPA:MC) Is Down 11.8% After Tariff Threats And China DFS Sale News - Has The Bull Case Changed?
In recent days, LVMH has faced renewed US tariff threats on European luxury goods and completed an agreement to sell its DFS Greater China travel retail business to China Tourism Group Duty Free, while also announcing leadership changes across its fashion and jewelry brands ahead of its 22 January 2026 earnings release.
These developments highlight how trade policy risks, portfolio reshaping in Greater China, and upcoming margin commentary are converging at a key moment for LVMH’s global...