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Lanvin Group Holdings Limited (LANV)
:LANV
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Lanvin Group Holdings (LANV) AI Stock Analysis

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LANV

Lanvin Group Holdings

(NYSE:LANV)

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Underperform 40 (OpenAI - 4o)
Rating:40Underperform
Price Target:
$2.00
▼(-8.68% Downside)
Lanvin Group Holdings is currently facing substantial financial and operational challenges, with declining revenues, ongoing losses, and negative equity being the most significant factors. The technical analysis indicates weak momentum, and the valuation metrics are unattractive due to negative earnings. While there are strategic initiatives in place for potential recovery, the current financial instability and market conditions pose significant risks.

Lanvin Group Holdings (LANV) vs. SPDR S&P 500 ETF (SPY)

Lanvin Group Holdings Business Overview & Revenue Model

Company DescriptionLanvin Group Holdings (LANV) is a global luxury fashion group, recognized for its prestigious portfolio of heritage and contemporary brands. The company operates in the fashion and luxury sectors, offering a diverse range of high-end products including apparel, accessories, and lifestyle goods. Lanvin Group is committed to crafting exceptional products and delivering unique fashion experiences across its multiple iconic brands.
How the Company Makes MoneyLanvin Group Holdings generates revenue primarily through the sale of luxury fashion products, which include apparel, accessories, and other lifestyle items. The company's key revenue streams are direct retail sales through its branded stores and online platforms, as well as wholesale transactions with global department stores and specialty retailers. Additionally, the group enhances its earnings through strategic partnerships and collaborations with other luxury brands, expanding its market reach and customer base. Lanvin Group leverages its strong brand equity and heritage to drive sales and maintain a competitive edge in the global luxury market.

Lanvin Group Holdings Earnings Call Summary

Earnings Call Date:Aug 29, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:May 06, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a company navigating significant challenges, with revenue declines and profit margin pressures offset by strategic operational improvements and signs of recovery in Q2. The focus on new creative talent and strategic transitions offers potential for future growth.
Q2-2025 Updates
Positive Updates
Resilience of St. John
St. John demonstrated resilience by growing its core North American market by 4% despite the volatility, maintaining a stellar gross margin of 69%, and showing a successful strategic partnership with Nordstrom.
Sequential Improvement in Q2
Most brands showed encouraging signs of recovery in Q2, with Lanvin and Sergio Rossi's D2C revenue growing by 46% and 16% quarter-over-quarter, respectively. Wolford's gross profit margin expanded by 1,673 basis points.
Operational Cost Discipline
The group made significant strides in reducing G&A expenses across brands, with Wolford reducing by 27%, Sergio Rossi by 25%, and St. John by 35%, demonstrating a disciplined approach to operational expense management.
Strategic Creative Transitions
Lanvin and Sergio Rossi are poised for growth in the second half with new creative talent, expected to drive momentum. A global marketing campaign and product innovations are lined up to support this transition.
Negative Updates
Significant Revenue Decline
The group's revenue in the first half was EUR 133 million, down 22% year-on-year, primarily due to softer market conditions and planned creative transitions.
Gross Profit Margin Decline
Gross profit margin declined by 400 basis points to 54%, due to the sell-through of prior season inventory and underutilization of production capacity.
Challenges in Key Regions
All key regions saw declines, with EMEA and Greater China facing significant headwinds, impacting both D2C and wholesale channels.
Underperformance of Sergio Rossi
Sergio Rossi's revenue fell 25% as customers awaited the first collection from Paul Andrew, and gross margin decreased by 9 percentage points.
Company Guidance
In the Lanvin Group's 2025 First Half Financial Results Conference Call, key metrics highlighted include a 22% year-on-year decline in revenue to EUR 133 million, driven by softer market conditions and strategic creative transitions. The gross profit margin fell by 400 basis points to 54%, while the contribution profit margin and adjusted EBITDA margin decreased by 7% and 14%, respectively. However, the second quarter showed signs of recovery, with Lanvin's D2C revenue growing by 46% and Sergio Rossi's by 16% quarter-over-quarter. Wolford's gross profit margin improved by 1,673 basis points, and Caruso saw an 11% increase in revenue. The group emphasized cost discipline, rightsizing 29 underperforming stores, and reducing G&A expenses across brands, with Wolford, Sergio Rossi, and St. John cutting costs by 27%, 25%, and 35%, respectively. Looking ahead, the company aims to enhance brand leadership, optimize retail operations, and drive growth through new creative leadership and targeted marketing initiatives.

Lanvin Group Holdings Financial Statement Overview

Summary
Lanvin Group Holdings is facing significant financial challenges, including declining revenues, ongoing losses, and negative equity. The company has a negative stockholders' equity, high debt levels, and negative cash flows, indicating financial instability.
Income Statement
45
Neutral
Lanvin Group Holdings has experienced a declining trend in total revenue from $426.18 million in 2023 to $328.61 million in 2024, representing a revenue decrease. The company has consistently reported negative EBIT and net income, indicating ongoing operating losses. The gross profit margin has decreased from 58.86% in 2023 to 55.62% in 2024, highlighting declining profitability. The persistent negative net profit margin and EBIT margin reflect significant profitability challenges.
Balance Sheet
30
Negative
The balance sheet shows a negative stockholders' equity of -$4.41 million in 2024, indicating that liabilities exceed assets, which is a significant financial risk. The debt-to-equity ratio is not meaningful due to negative equity, and the company has a high total debt of $337.83 million. The return on equity is not calculable due to negative equity, further reflecting financial instability.
Cash Flow
40
Negative
Lanvin Group has reported negative operating cash flow of -$59.38 million in 2024 and negative free cash flow, indicating cash flow challenges. The free cash flow has worsened compared to 2023, reflecting increased cash outflows. The operating cash flow to net income ratio is negative, which suggests insufficient cash generation from operations relative to net losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue291.03M328.61M426.18M422.31M308.82M222.61M
Gross Profit156.29M182.76M250.94M237.94M169.90M117.39M
EBITDA-124.90M-117.51M-94.36M-93.44M-109.31M-137.57M
Net Income-181.09M-165.25M-129.31M-218.29M-65.35M-110.76M
Balance Sheet
Total Assets585.28M614.09M687.93M732.23M705.51M577.87M
Cash, Cash Equivalents and Short-Term Investments29.72M18.04M28.13M91.90M88.67M44.94M
Total Debt441.38M337.83M214.15M174.22M206.84M156.49M
Total Liabilities693.10M647.00M522.31M431.42M414.69M327.48M
Stockholders Equity-85.05M-4.41M169.34M295.32M264.39M211.39M
Cash Flow
Free Cash Flow-105.75M-72.41M-100.60M-105.55M-82.96M-92.98M
Operating Cash Flow-95.40M-59.38M-57.89M-80.85M-73.09M-87.30M
Investing Cash Flow5.54M-125.00K-38.62M-21.80M6.35M67.04M
Financing Cash Flow102.75M49.07M34.13M104.94M110.06M-41.45M

Lanvin Group Holdings Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.19
Price Trends
50DMA
2.12
Negative
100DMA
2.19
Negative
200DMA
2.16
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
47.86
Neutral
STOCH
20.99
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LANV, the sentiment is Negative. The current price of 2.19 is above the 20-day moving average (MA) of 2.12, above the 50-day MA of 2.12, and above the 200-day MA of 2.16, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 47.86 is Neutral, neither overbought nor oversold. The STOCH value of 20.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LANV.

Lanvin Group Holdings Risk Analysis

Lanvin Group Holdings disclosed 66 risk factors in its most recent earnings report. Lanvin Group Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
1.
Failure to comply with the terms of our indebtedness could have a material adverse effect on our ability to conduct our business. Q4, 2023

Lanvin Group Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
$285.57M23.453.52%7.71%-0.65%-51.59%
$246.39M-2.83%10.12%-4.32%-144.96%
$800.65M1.8661.33%51.76%
$18.38B12.79-2.54%3.03%1.52%-15.83%
$111.87M-1.86-35.01%-15.35%61.40%
$2.47B-142.38%-16.69%-279.61%
$243.24M-2353.49%-23.54%-49.41%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LANV
Lanvin Group Holdings
2.09
0.28
15.47%
FOSL
Fossil Group
2.08
0.80
62.50%
CPRI
Capri Holdings
20.75
0.65
3.23%
MOV
Movado Group
18.21
1.15
6.74%
LUXE
LuxExperience
9.79
3.56
57.14%
BRLT
Brilliant Earth Group
2.41
0.91
60.67%

Lanvin Group Holdings Corporate Events

Lanvin Group Appoints New CFO Amid Strategic Growth
Oct 24, 2025

On October 23, 2025, Lanvin Group announced the appointment of Mr. Jiyang Han as the new Chief Financial Officer, effective November 1, 2025. Mr. Han, who has extensive experience in corporate finance and global business management, will succeed Mr. David Chan and is expected to enhance the Group’s financial capabilities and support its growth ambitions. This strategic appointment underscores Lanvin Group’s commitment to strengthening its financial discipline and expanding its global luxury fashion presence.

Lanvin Group Announces CFO Departure and Leadership Transition
Oct 10, 2025

Lanvin Group announced that David Chan, Executive President and Chief Financial Officer, will step down from his roles effective October 27, 2025, to pursue new professional opportunities. Chan has been pivotal in strengthening the Group’s strategic and financial foundation and supporting its transformation into a global luxury platform. The company has a structured transition plan in place to ensure continuity and will announce Chan’s successor in due course. This leadership change is not expected to disrupt the company’s operations, as Lanvin Group remains well-positioned for growth and long-term shareholder value.

Lanvin Group Expands Board with New Director Appointment
Sep 30, 2025

Lanvin Group Holdings Limited, a prominent player in the luxury fashion industry, has announced the appointment of Mr. Philippe Heim as a new director, effective September 30, 2025. This strategic move expands the board from eight to nine members, potentially strengthening the company’s governance and strategic direction. Mr. Heim brings a wealth of experience from his roles at Fosun International, La Banque Postale, Société Générale, and Oliver Wyman, which may enhance Lanvin’s financial and strategic capabilities.

Lanvin Group Releases Semi-Annual Report for 2025
Sep 9, 2025

Lanvin Group Holdings Limited released its unaudited semi-annual report for the six months ending June 30, 2025. The report, prepared in compliance with international financial reporting standards, highlights the company’s financial performance and strategic initiatives. Following a business combination completed in December 2022, Lanvin Group’s shares began trading on the NYSE. The report includes various financial statements and notes, providing insights into the company’s operations and market positioning. This release is significant for stakeholders as it offers a detailed view of the company’s financial health and strategic direction.

Lanvin Group Releases Semi-Annual Report Amid Market Challenges
Aug 29, 2025

Lanvin Group Holdings Limited released its semi-annual report for the six months ending June 30, 2025, highlighting its financial performance and strategic initiatives. The report indicates the company’s ongoing efforts to manage growth and adapt to market challenges, including the impact of health epidemics and evolving consumer behavior. The completion of a business combination in December 2022 has positioned Lanvin Group on the New York Stock Exchange, enhancing its market presence. Stakeholders are advised of potential risks and uncertainties that could affect future operations.

Lanvin Group Reports H1 2025 Revenue Decline Amid Strategic Repositioning
Aug 29, 2025

On August 29, 2025, Lanvin Group announced its unaudited results for the first half of 2025, reporting a revenue of €133 million, a 22% decline compared to the previous year. The decrease was attributed to industry-wide challenges in the luxury sector and strategic repositioning efforts. Despite the revenue drop, the company maintained a gross profit margin of 54% through disciplined cost management and operational efficiencies. The group is optimistic about future growth, driven by new creative leadership and strategic investments in product innovation and marketing. The company aims to refine its retail footprint and enhance operational efficiencies in the second half of the year.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 28, 2025