Analyst Luca Solca from Bernstein maintained a Buy rating on LVMH Moet Hennessy Louis Vuitton and keeping the price target at €600.00.
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Luca Solca has given his Buy rating due to a combination of factors that reflect both the current challenges and future potential of LVMH Moet Hennessy Louis Vuitton. Despite the less than stellar results in the first half of 2025, several segments such as Wines & Spirits, Perfumes & Cosmetics, Jewelry & Watches, and Sephora have shown stronger than expected growth, contributing positively to the company’s overall performance. Additionally, the company’s EBIT margins have been better than anticipated, thanks to the growth at Sephora and reduced losses at DFS.
Luca Solca’s rating is based on the expectation of a medium-term recovery, particularly with a U-shaped recovery anticipated in China over the latter half of 2025 and into 2026. The company is also expected to benefit from self-help actions that are beginning to show results. Although there are short-term challenges, such as the macroeconomic uncertainty in China and specific issues with the Dior brand, LVMH is actively addressing these. The anticipation surrounding upcoming collections and strategic adjustments in pricing and product mix further support the positive outlook for LVMH’s stock.
According to TipRanks, Solca is a 4-star analyst with an average return of 10.2% and a 61.36% success rate. Solca covers the Consumer Cyclical sector, focusing on stocks such as Hermes International, LVMH Moet Hennessy Louis Vuitton, and EssilorLuxottica SA.
In another report released today, Berenberg Bank also maintained a Buy rating on the stock with a €550.00 price target.