Dior rebound helps LVMH’s fashion business return to growth - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号)。如果该手机号尚未注册,将自动创建 FT中文网账号。短信可能需要几分钟送达,验证码15分钟内有效,请耐心等待:
请您阅读我们的用户注册协议和隐私权保护政策,点击下方按钮即视为您接受。
奢侈品

Dior rebound helps LVMH’s fashion business return to growth

Luxury giant’s crucial fashion and leather goods division back in growth for first time in almost two years
00:00

{"text":[[{"start":7.74,"text":"Sales at LVMH’s key fashion and handbags division returned to growth for the first time in two years as the luxury leader benefited from strong US sales and a recovery in demand at Dior under new creative director Jonathan Anderson."}],[{"start":100.86,"text":"Revenue at the Paris-listed group’s fashion and leather goods business rose 1 per cent organically year-on-year to €8.9bn in the second quarter, slightly below consensus analyst estimates."}],[{"start":101.36,"text":"The increase ended a run of seven consecutive quarters of declines amid a luxury market weighed down by geopolitical turbulence and steep price rises by LVMH and other leading houses."}],[{"start":100.86,"text":"Sales at Louis Vuitton and Dior grew during the second quarter, with Vuitton increasing sales at a similar rate to the broader business and Dior “slightly above”, said LVMH chief financial officer Cécile Cabanis."}],[{"start":101.36,"text":"Anderson has been under pressure to quickly gain traction with clients in the face of formidable competition from Chanel. Cabanis said the arrival of Anderson’s new collections in stores had strengthened sales of Dior handbags and ready-to-wear fashion lines."}],[{"start":101.86,"text":"Cabanis pointed to a double-digit percentage increase in sales of Dior goods in the US and Japan as evidence that “theories” that luxury had become a zero-sum game between brands in the sector were not correct."}],[{"start":102.36,"text":"“Where there is wealth creation, there is an appetite for luxury goods,” said Cabanis, pointing to strong stock market performance in the US and South Korea, driven by the AI boom."}],[{"start":95.52,"text":"Group sales at LVMH rose 3 per cent on an organic basis to €19.5bn in the second quarter, ahead of consensus estimates. Profit from recurring operations fell 4 per cent in the first half of the year to €8.7bn because of currency fluctuations, but operating profit margins remained stable at 22.5 per cent."}],[{"start":117.04,"text":"LVMH’s latest results came as chief executive Bernard Arnault took to social media site X for the first time on Monday to thank supporters for their messages following his acerbic rebuttal to a series of articles in Le Monde. The reports included allegations of disunity within the billionaire’s family and details of the power he wields within LVMH and beyond."}],[{"start":138.92,"text":"“It appears that I am the head of ‘the last royal family of France’,” he wrote in his response, adding that he hoped “to save energy for all those elsewhere who are betting on a family’s disintegration to sell papers. They’ll be waiting a long time.”"}],[{"start":152.64,"text":"Cabanis said the Middle East conflict had reduced organic growth for the quarter by one percentage point as tourist traffic has been slow to return to shopping destinations in the Gulf."}],[{"start":162.44,"text":"LVMH’s jewellery and watch sales rose 11 per cent in the second quarter, driven by Tiffany and Bvlgari."}],[{"start":169.88,"text":"The wine and spirits division, previously the group’s laggard, also showed improvement, with sales growing by 5 per cent in the quarter, driven by demand for champagne and rosé. Cabanis said demand for cognac has improved in China, but remains subdued in the US."}],[{"start":191.39,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1785208136_2298.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

AI股票泡沫终于要破裂了吗?

马丁:任何理性的人都能看出AI资产中不可持续的迹象。

埃森哲与“四大”瞄准中型企业市场谋增长

随着AI释放人力、降低服务成本,咨询巨头纷纷将目光投向规模较小的企业,希望以更低价格提供服务。

法拉奇:“我从未支持无休止的战争”

英国改革党领导人在美国共和党中期选举惨败后淡化了自己对伊朗战争的支持。

“蓝色浪潮”对美国经济变革的期待恐将落空

艾肯格林:美国国会的党派构成发生变化,对特朗普剩余任期内的政策制定影响不大。

民主党横扫中期选举,华尔街大金主押注失利

顶级对冲基金经理和私募股权投资公司高管为共和党竞选活动投入逾3亿美元,却几乎未见成效。
13小时前

美国的清晨,市场的黄昏

罗奇:美国中期选举结果再令人震惊,也阻止不了经济金融周期的转向。
设置字号×
最小
较小
默认
较大
最大
分享×