2Dยท

๐‹๐•๐Œ๐‡: ๐†๐ซ๐จ๐ฐ๐ญ๐ก ๐€๐œ๐œ๐ž๐ฅ๐ž๐ซ๐š๐ญ๐ž๐ฌ ๐ข๐ง ๐๐Ÿ ๐š๐ฌ ๐…๐š๐ฌ๐ก๐ข๐จ๐ง ๐‘๐ž๐ญ๐ฎ๐ซ๐ง๐ฌ ๐ญ๐จ ๐†๐ซ๐จ๐ฐ๐ญ๐ก

$MC (-0.78%)


๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: โ‚ฌ38.6B, down 3% reported (up 2% organic)

โ€ข Recurring operating profit: โ‚ฌ8.69B, down 4%

โ€ข Operating margin: 22.5%

โ€ข Net profit: โ‚ฌ5.70B, flat YoY

โ€ข Operating free cash flow: โ‚ฌ4.10B, up 2%

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Organic growth accelerated to +3% in Q2 (+4% excluding Middle East conflict), with Fashion & Leather Goods returning to organic growth

โ€ข Watches & Jewelry led performance (+11% organic in Q2), while Sephora maintained strong momentum and Wines & Spirits showed signs of recovery

โ€ข Net financial debt fell 19% to โ‚ฌ8.25B as cash flow remained strong

โ€ข FY26 outlook unchanged, with LVMH maintaining confidence despite geopolitical uncertainty and focusing on brand desirability and premium execution

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

"LVMH demonstrated its solidity and effective strategy... We are entering the second half of the year with renewed confidence in the long-term potential of our Maisons."

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