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Lanvin Group Posts 2025 Revenue Drop as Transformation and Caruso Carve-Out Reshape Portfolio

Story Highlights
  • Lanvin Group’s 2025 revenues fell 17.6% to €240.5 million amid luxury headwinds and restructuring.
  • The group advanced portfolio optimization, cut weak stores, reshaped leadership and targets completing its transformation in 2026.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Lanvin Group Posts 2025 Revenue Drop as Transformation and Caruso Carve-Out Reshape Portfolio

Meet Samuel – Your Personal Investing Prophet

Lanvin Group Holdings ( (LANV) ) has shared an update.

On March 17, 2026, Lanvin Group reported preliminary unaudited 2025 revenues from continuing operations of €240.5 million, an 17.6% year-on-year decline after excluding the Caruso business carved out on February 6, 2026. The downturn reflected a weak global luxury environment and deliberate restructuring, though the revenue slide narrowed in the second half as cost controls, retail rationalization and organizational changes began to take effect.

Brand performance remained mixed in 2025, with Lanvin and Sergio Rossi revenues each falling 30% and Wolford down 14%, while St. John was nearly flat year-on-year and delivered 8% growth in North America in local currency. Regionally, North America proved comparatively resilient against sharper drops in EMEA and Greater China, and management deepened its portfolio reshaping, shut underperforming stores, completed the Caruso divestment and refreshed leadership at Wolford, Lanvin and St. John to support a transformation program it expects to largely finish in 2026.

The strategic overhaul signals a pivot toward core luxury houses, asset-light models and tighter operational discipline intended to stabilize margins and reposition the group competitively in a slower luxury cycle. For investors and other stakeholders, the figures highlight short-term revenue pressure but also show early operational gains and a clearer brand focus that could underpin improved profitability once market conditions normalize.

The most recent analyst rating on (LANV) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Lanvin Group Holdings stock, see the LANV Stock Forecast page.

Spark’s Take on LANV Stock

According to Spark, TipRanks’ AI Analyst, LANV is a Neutral.

The score is held down primarily by weak financial fundamentals (declining revenue, ongoing losses, negative equity/high debt, and negative operating/free cash flow) and bearish technicals. The earnings call provides some offset via cost discipline and signs of sequential improvement, but valuation remains constrained by lack of earnings and no dividend.

To see Spark’s full report on LANV stock, click here.

More about Lanvin Group Holdings

Lanvin Group Holdings Limited is a global luxury fashion group listed on the NYSE, with a portfolio that includes the Lanvin, Wolford, Sergio Rossi and St. John brands. The company focuses on high-end apparel, footwear, intimates and womenswear, with a geographic footprint spanning North America, EMEA, Greater China and other international markets.

Average Trading Volume: 82,997

Technical Sentiment Signal: Hold

Current Market Cap: $230.4M

Learn more about LANV stock on TipRanks’ Stock Analysis page.

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