Lanvin Group Holdings (LANV)
NYSE:LANV
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Lanvin Group Holdings
(NYSE:LANV)
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Rating:42Neutral
Price Target:
$1.50
▼(-25.00% Downside)
Action:ReiteratedDate:01/28/26
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.
Positive Factors
Brand and diversified luxury revenue streams
Lanvin's global luxury brand with sales via D2C, retail, wholesale and collaborations provides diversified, higher-margin revenue channels. This multi-channel model reduces reliance on any single distribution path and supports more durable recovery and customer retention over months.
Negative Factors
Negative equity and high leverage
Negative shareholders' equity and substantial absolute debt create structural balance-sheet vulnerability. This diminishes financial flexibility, raises refinancing and covenant risk, and can constrain investment or recovery initiatives absent external capital or material profitability improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Brand and diversified luxury revenue streams
Lanvin's global luxury brand with sales via D2C, retail, wholesale and collaborations provides diversified, higher-margin revenue channels. This multi-channel model reduces reliance on any single distribution path and supports more durable recovery and customer retention over months.
Read all positive factors
Lanvin Group Holdings (LANV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$187.11M
Dividend YieldN/A
Average Volume (3M)35.00K
Price to Earnings (P/E)―
Beta (1Y)-0.18
Revenue Growth-23.54%
EPS Growth-49.41%
CountryUS
Employees2,406
SectorConsumer Cyclical
Sector Strength84
IndustryLuxury Goods
Share Statistics
EPS (TTM)-0.68
Shares Outstanding116,944,664
10 Day Avg. Volume44,644
30 Day Avg. Volume35,003
Financial Highlights & Ratios
PEG Ratio-0.03
Price to Book (P/B)-51.69
Price to Sales (P/S)0.69
P/FCF Ratio-3.14
Enterprise Value/Market Cap3.07
Enterprise Value/Revenue1.97
Enterprise Value/Gross Profit3.68
Enterprise Value/Ebitda-4.60
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)-0.92
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 generates revenue through multiple key streams primarily centered around its high-end fashion products. The company's core revenue comes from direct sales of its apparel and accessories through both brick-and-mortar retail locations a...
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.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
45
Neutral
Balance Sheet
30
Negative
Cash Flow
40
Negative
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 291.03M | 328.61M | 426.18M | 422.31M | 308.82M | 222.61M |
| Gross Profit | 156.29M | 182.76M | 250.94M | 237.94M | 169.90M | 117.39M |
| 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 Assets | 585.28M | 614.09M | 687.93M | 732.23M | 705.51M | 577.87M |
| Cash, Cash Equivalents and Short-Term Investments | 29.72M | 18.04M | 28.13M | 91.90M | 88.67M | 44.94M |
| Total Debt | 441.38M | 337.83M | 214.15M | 174.22M | 206.84M | 156.49M |
| Total Liabilities | 693.10M | 647.00M | 522.31M | 431.42M | 414.69M | 327.48M |
| Stockholders Equity | -85.05M | -4.41M | 169.34M | 295.32M | 264.39M | 211.39M |
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 Flow | 5.54M | -125.00K | -38.62M | -21.80M | 6.35M | 67.04M |
| Financing Cash Flow | 102.75M | 49.07M | 34.13M | 104.94M | 110.06M | -41.45M |
Lanvin Group Holdings Technical Analysis
Negative
2.00
Price Trends
1.61
Negative
1.79
Negative
1.99
Negative
Market Momentum
-0.04
Positive
46.88
Neutral
46.43
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 is above the 20-day moving average (MA) of 1.72, above the 50-day MA of 1.61, and above the 200-day MA of 1.99, indicating a bearish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 46.88 is Neutral, neither overbought nor oversold. The STOCH value of 46.43 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $371.35M | 19.42 | 5.33% | 6.79% | 0.63% | -7.37% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | $1.07B | -21.03 | 56.42% | ― | 97.28% | ― | |
54 Neutral | $271.35M | -2.78 | -48.62% | ― | -12.89% | 45.32% | |
51 Neutral | $2.14B | 6.45 | -244.66% | ― | -17.66% | -223.06% | |
44 Neutral | $131.44M | -7.10 | -15.32% | 14.29% | 1.32% | -175.81% | |
42 Neutral | $187.11M | -1.49 | 404.88% | ― | -23.54% | -49.41% |
* Consumer Cyclical Sector Average
LANV
Lanvin Group Holdings
1.60
-0.70
-30.43%
FOSL
Fossil Group
4.65
3.65
365.00%
CPRI
Capri Holdings
17.96
4.05
29.12%
MOV
Movado Group
23.77
11.40
92.11%
LUXE
LuxExperience
7.79
1.23
18.75%
BRLT
Brilliant Earth Group
1.30
0.02
1.56%
Lanvin Group Holdings Corporate Events
Lanvin Group Shareholders Approve 2025 AGM Resolution
Dec 23, 2025
On December 18, 2025, Lanvin Group Holdings Limited held its 2025 Annual General Meeting of Shareholders virtually, at which the resolution proposed in the AGM notice was duly passed, signaling continued shareholder support for the company’s...
Lanvin Group Announces Leadership Changes in Risk Management
Nov 26, 2025
Lanvin Group Holdings Limited announced the resignation of Mr. Gong Cheng from his roles as Chief Risk Officer and Global General Counsel, effective December 1, 2025, due to personal reasons. The company clarified that his departure was not due to...
Lanvin Group Announces Virtual AGM for December 2025
Nov 20, 2025
On November 20, 2025, Lanvin Group Holdings Limited announced that it will hold its annual general meeting (AGM) virtually on December 18, 2025. The AGM will provide a platform for shareholders to engage with the company’s Board of Directors...
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.