Lanvin Group Holdings (LANV)
NYSE:LANV
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Lanvin Group Holdings
(NYSE:LANV)
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Rating:46Neutral
Price Target:
$1.50
▼(-25.00% Downside)
Action:Reiterated
Date:05/10/26
The score is held down primarily by weak financial performance (ongoing losses, negative equity, rising debt, and continued cash burn). Technicals are neutral with only modest momentum, valuation is constrained by negative earnings, and the earnings call adds only limited offset from cost discipline and early signs of sequential improvement.
Positive Factors
Asset-light strategic pivot
Management’s move toward an asset-light model reduces capital intensity and fixed costs, improving scalability and return on invested capital. Over 2–6 months this lowers capex and working capital needs, easing liquidity pressure and enabling faster portfolio reallocation toward higher-growth luxury nodes.
Negative Factors
Negative shareholders' equity
Persistent negative equity reflects accumulated losses and a depleted capital cushion, increasing solvency and refinancing risk. Structurally, this constrains financial flexibility, limits capacity for organic investment or M&A, and raises the cost/availability of external funding until equity is rebuilt or losses are eliminated.
Read all positive and negative factors
Positive Factors
Negative Factors
Asset-light strategic pivot
Management’s move toward an asset-light model reduces capital intensity and fixed costs, improving scalability and return on invested capital. Over 2–6 months this lowers capex and working capital needs, easing liquidity pressure and enabling faster portfolio reallocation toward higher-growth luxury nodes.
Read all positive factors
Lanvin Group Holdings (LANV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$226.07M
Dividend YieldN/A
Average Volume (3M)35.00K
Price to Earnings (P/E)―
Beta (1Y)-0.04
Revenue Growth-23.87%
EPS Growth-27.19%
CountryUS
Employees2,406
SectorConsumer Cyclical
Sector Strength84
IndustryLuxury Goods
Share Statistics
EPS (TTM)-1.54
Shares Outstanding125,595,920
10 Day Avg. Volume44,644
30 Day Avg. Volume35,003
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)-0.81
Price to Sales (P/S)0.83
P/FCF Ratio-1.82
Enterprise Value/Market Cap2.85
Enterprise Value/Revenue2.22
Enterprise Value/Gross Profit4.13
Enterprise Value/Ebitda-5.16
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)-1.27
Revenue Forecast (FY)$248.00M
Lanvin Group Holdings Business Overview & Revenue Model
Company Description
Lanvin Group Holdings Limited operates in the fashion sector worldwide. It offers various fashion products under the Lanvin, Sergio Rossi, Wolford, St. John Knits, and Caruso brands. The company was founded in 1889 and is based in Shanghai, China....
How the Company Makes Money
Lanvin Group Holdings makes money primarily by selling branded luxury and premium fashion products produced under its portfolio of brands. Revenue is generally generated through (1) direct-to-consumer sales, including sales through brand-operated ...
Lanvin Group Holdings Earnings Call Summary
Earnings Call Date:Aug 29, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Sep 02, 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.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.
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.
Read all updates
Q2-2025 Updates
Positive
Negative
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.
Read all positive updates
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
Income Statement
18
Very Negative
Balance Sheet
12
Very Negative
Cash Flow
20
Very Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 291.03M | 240.50M | 328.61M | 426.18M | 422.31M | 308.82M |
| Gross Profit | 156.29M | 139.88M | 182.76M | 250.94M | 237.94M | 169.90M |
| EBITDA | -124.90M | -182.13M | -117.51M | -94.36M | -93.44M | -109.31M |
| Net Income | -181.09M | -238.49M | -165.25M | -129.31M | -218.29M | -65.35M |
Balance Sheet | ||||||
| Total Assets | 585.28M | 470.26M | 614.09M | 687.93M | 732.23M | 705.51M |
| Cash, Cash Equivalents and Short-Term Investments | 29.72M | 28.28M | 18.04M | 28.13M | 91.90M | 88.67M |
| Total Debt | 441.38M | 497.71M | 337.83M | 214.15M | 174.22M | 206.84M |
| Total Liabilities | 693.10M | 751.93M | 647.00M | 522.31M | 431.42M | 414.69M |
| Stockholders Equity | -85.05M | -248.13M | -4.41M | 169.34M | 295.32M | 264.39M |
Cash Flow | ||||||
| Free Cash Flow | -105.75M | -110.13M | -72.41M | -100.60M | -105.55M | -82.96M |
| Operating Cash Flow | -95.40M | -107.31M | -59.38M | -57.89M | -80.85M | -73.09M |
| Investing Cash Flow | 5.54M | 1.66M | -125.00K | -38.62M | -21.80M | 6.35M |
| Financing Cash Flow | 102.75M | 119.36M | 49.07M | 34.13M | 104.94M | 110.06M |
Lanvin Group Holdings Technical Analysis
Positive
2.00
Price Trends
1.63
Positive
1.65
Positive
1.87
Negative
Market Momentum
0.03
Negative
55.94
Neutral
70.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LANV, the sentiment is Positive. The current price of 2 is above the 20-day moving average (MA) of 1.64, above the 50-day MA of 1.63, and above the 200-day MA of 1.87, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 55.94 is Neutral, neither overbought nor oversold. The STOCH value of 70.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $429.62M | 10.40 | 5.33% | 6.79% | 1.95% | 35.06% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | $989.66M | -6.74 | 34.58% | ― | 194.57% | ― | |
51 Neutral | $2.19B | 6.45 | -244.66% | ― | -19.81% | 45.85% | |
48 Neutral | $121.44M | -3.48 | -36.73% | 14.29% | 5.83% | -8491.43% | |
46 Neutral | $226.07M | ― | 120.31% | ― | -23.87% | -27.19% | |
45 Neutral | $241.13M | -83.81 | -52.99% | ― | -11.35% | 36.29% |
* Consumer Cyclical Sector Average
LANV
Lanvin Group Holdings
1.74
-0.45
-20.55%
FOSL
Fossil Group
4.16
2.67
179.19%
CPRI
Capri Holdings
18.48
1.68
10.00%
MOV
Movado Group
28.45
12.81
81.94%
LUXE
LuxExperience
6.98
-2.03
-22.53%
BRLT
Brilliant Earth Group
1.22
-0.02
-1.61%
Lanvin Group Holdings Corporate Events
Lanvin Group Names Executive President Andy Lew Interim CFO After Han Resigns
May 7, 2026
Lanvin Group Holdings Limited announced on May 7, 2026, that Chief Financial Officer Jiyang Han has resigned for personal reasons, effective May 31, 2026, with the company stating his departure is unrelated to any disagreement over operations, pol...
Lanvin Group Reports 2025 Full-Year Results, Sharpening Focus on Core Luxury Brands and Asset-Light Model
Apr 30, 2026
Lanvin Group, a Shanghai- and Milan-based luxury fashion house managing brands such as Lanvin, Wolford, Sergio Rossi and St. John Knits, remains focused on personal luxury goods sold through a global network of directly operated stores and partner...
Lanvin Group Sets April 30 Release Date for 2025 Audited Results
Apr 24, 2026
Lanvin Group Holdings, the Shanghai- and Milan-based luxury fashion group listed on the NYSE, continues to build its multi-brand portfolio around heritage labels such as Lanvin, Wolford, Sergio Rossi and St. John Knits. The company targets high-gr...
Lanvin Group Posts 2025 Revenue Drop as Transformation and Caruso Carve-Out Reshape Portfolio
Mar 17, 2026
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 reflect...
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.