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European stocks climb as LVMH boosts luxury sector

LVMH's organic sales grew 1% in Q3 2025, driven by strong demand in China and solid performances across luxury divisions despite currency and economic challenges.

  • On Tuesday, LVMH Moet Hennessy Louis Vuitton SE reported third-quarter organic sales rose 1% year-on-year, its first growth quarter this year, with revenue at 18.3 billion euros .
  • Improved demand in mainland China helped drive the turnaround as sales grew mid- to high-single digits and shoppers responded well to new Louis Vuitton and flagship stores.
  • Division results show mixed but improving trends, with the selective retailing unit leading with 7% growth, and Rhode beauty launching successfully.
  • Investor response lifted the luxury sector indices and rival stocks as LVMH shares jumped about 13% on Wednesday, pulling the Stoxx Europe Luxury 10 index up 3.5% alongside Christian Dior, Burberry and Kering.
  • The company framed the results within a cautious outlook for 2025 as CFO Cécile Cabanis said the group is not out of the woods and a full China rebound will take time, while Third Bridge warned recovery may stretch into 2026-2027.
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44 Articles

Lean Right

LVMH is returning to growth thanks to strong demand in China. The share is growing significantly and is driving the entire luxury segment. "Louis Vuitton remains the market leader with an excellent global presence," says Burkhard Wagner, asset manager, in conversation with Dietmar Deffner.

·Dortmund, Germany
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Lean Right

Although it was only a small increase in sales in the third quarter, this was enough to really inspire the suffering-tested shareholders. Other luxury shares also increased.

·Vienna, Austria
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U.S. News broke the news in New York, United States on Tuesday, October 14, 2025.
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