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Stock impact report

Is LVMH Still a Quality Icon at a Fair Price Amid Shifting Luxury Demand? [Yahoo! Finance]

LVMH-MOET H/L/V UNSP/ADR (LVMUY) 
NASDAQ:AMEX Investor Relations: lvmh.com/investors
Company Research Source: Yahoo! Finance
This breakdown is designed to give you a clear, valuation led answer. The share price has been treading water recently, down 0.6% over the last week, 2.0% over the last month, and 1.7% year to date, but it is still up a solid 36.4% over 5 years. Recent headlines have focused on shifting luxury demand between regions and brands, as investors weigh how resilient high end consumers really are in a more uncertain macro backdrop. At the same time, LVMH continues to lean on its portfolio strength, from fashion and leather goods to wines and spirits, to reinforce its positioning at the top of the global luxury stack. Right now LVMH scores just 2/6 on our valuation checks, suggesting pockets of undervaluation but not an across the board bargain. We will unpack what different methods like discounted cash flow, multiples, and peer comparisons are really saying, then finish by looking at a smarter way to join all these pieces into one valuation story. LVMH Moët Hennessy - Louis Vuitton S Show less Read more
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