BamBamInvest · 2024-12-01T08:06:10.704644Z

$MC - Gescheiterte Übernahmen von LVMH und Tätigkeiten der Kinder von Bernard Arnault Wusstet ihr folgendes: In den späten 90er Jahren versuchte LVMH, Gucci zu übernehmen, aber CEO Domenico De Sole wehrte sich. Er verwässerte den Aktienkurs und gab Mitarbeitern eine Beteiligung, wodurch LVMH‘s Kontrolle geschwächt wurde. Dann griff Kering ein und sicherte sich Gucci. Er versuchte es auch mit Hermes: Im Jahr 2010 erwarb LVMH heimlich 17 Prozent von Hermès ($RMS ) und löste damit einen Sturm der Entrüstung aus. Hermès wehrte sich mit juristischen Auseinandersetzungen und beschuldigte LVMH des Insiderhandels und der Aktienmanipulation. Nach jahrelangen Konflikten stimmte LVMH 2014 der Veräußerung seines 23-prozentigen Anteils zu und beendete damit die intensive Rivalität. Wer wird wohl der nächste Übernahmekanditat sein ? Durch all die geglückten Übernahmen verfügt LVMH nun über ein umfangreiches Portfolio von 75 Marken, welche man im Bild sehen kann. LVMH ist das größte Luxusunternehmen der Welt. Familie Arnault: Bernard wird das Unternehmen wohl in der Familie halten. Da er fünf Kinder hat, welche bereits in das Unternehmen integriert sind, sind dies die potenziellen Nachfolger: 1. Delphine 2. Antoine 3. Alexandre 4. Frederic 5. Jean Delphine (49) ist Executive VP von Louis Vuitton. Delphine ist seit 2001 bei LVMH und leitet dort die Markenentwicklung und -strategie. Sie spielt eine wichtige Rolle für den Erfolg von LV. Antoine (47) ist CEO von Berluti und Vorsitzender von Loro Piana. Antoine konzentriert sich auf die Ausweitung der Präsenz von LVMH im Bereich Luxusmode und spielt eine Rolle bei der Markenkommunikation und bei Akquisitionen. Alexandre Arnault (32) ist CEO von Tiffany & Co. Alexandre revitalisierte Tiffany, indem er jüngere Zielgruppen ansprach und die digitale Präsenz verbesserte. Dadurch verdoppelte sich der Gewinn innerhalb eines Jahres. Frédéric Arnault (29) ist CEO von LVMH Uhren. Nachdem er CEO von Tag Heuer war. Jean Arnault (26) ist Director of Product & Communications von Louis Vuitton Watches. Abschließend noch ein paar Beispiele der Preissetzungsmacht und Entwicklung der Preise von LVMH: $MC $KER $RMS $MONC $BRBY $BOSS

@BamBamInvest

1Mon·

$MC (+1.62%) - Failed takeovers of LVMH

and activities of the children of Bernard

Arnault

Did you know the following:

In the late 90s, LVMH tried to take over Gucci, but CEO Domenico De Sole resisted.

He diluted the share price and gave employees a stake, weakening LVMH's control. Then Kering stepped in and secured Gucci.

He also tried Hermes:

In 2010, LVMH secretly acquired 17 percent of Hermès ($RMS (+1.03%) ), triggering a storm of indignation. Hermès fought back with legal disputes and accused LVMH of insider trading and share manipulation.

After years of conflict, LVMH agreed to sell its 23% stake in 2014, ending the intense rivalry.

Who will be the next takeover candidate?

Thanks to all the successful takeovers, LVMH now has an extensive portfolio of 75 brands, which can be seen in the picture.

LVMH is the largest luxury company in the world.

The Arnault family:

Bernard will probably keep the company in the family. As he has five children who are already integrated into the company, these are the potential successors:

1. Delphine

2. Antoine

3. Alexandre

4. Frederic

5. Jean

Delphine (49) is Executive VP of Louis Vuitton.

Delphine has been with LVMH since 2001 and is in charge of brand development and strategy. She plays an important role in the success of LV.

Antoine (47) is CEO of Berluti and Chairman of Loro Piana.

Antoine focuses on expanding LVMH's presence in luxury fashion and plays a role in brand communication and acquisitions.

Alexandre Arnault (32) is CEO of Tiffany & Co.

Alexandre revitalized Tiffany by targeting younger audiences and improving its digital presence. As a result, profits doubled within a year.

Frédéric Arnault (29) is CEO of LVMH Watches. After being CEO of Tag Heuer.

Jean Arnault (26) is Director of Product & Communications at Louis Vuitton Watches.

Finally, a few examples of LVMH's pricing power and price trends:

$MC (+1.62%)
$KER (-1.14%)
$RMS (+1.03%)
$MONC (+0.36%)
$BRBY (+2.69%)
$BOSS (-1.13%)

27 Comments

Kate💎 🙌.@Iwanowitsch

1Mon

More posts like this please 🥹

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BamBamInvest@BamBamInvest

1Mon

@Iwanowitsch when I find the time 😁

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“Klaatu_Barada_Nikto!“@Ash

1Mon

Among all the fake profiles and nonsensical posts, there is finally a little gem of a post. How nice it would be if @Kundenservice introduced quality assurance in addition to the "great" social feed functions so that you don't have to constantly report fake profiles and garbage posts yourself. That's really not worth the €44.99 a year for the so-called "premium subscription" (including advertising).

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BamBamInvest@BamBamInvest

1Mon

@Ash danke 🙏

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BamBamInvest@BamBamInvest

1Mon

@Ash I didn't want to write here how Hermes CEO Patrick Thomas reacted angrily to the takeover attempt by LVMH in 2010, as it would probably have been resected. But a CEO with a dear choice of words:
(In case you want to read it)

https://thepradvisor.com/the-hermes-family-and-lvmh-battle/?srsltid=AfmBOoqSxObg0WYuZXS1zHrQJ26-JEBnrv5bi3IsknyXu8hAM_zcPJj-

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Christian@christian

1Mon

Thanks!

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BamBamInvest@BamBamInvest

1Mon

@christian wow 🙏

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Tenbagger2024@Tenbagger2024

1Mon

Thanks!

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Xavier_trader@Xavier_trader

1Mon

Thanks for the contribution. Here are a few more additions:

- Delphine Arnault is married to Xavier Niel, one of the richest men in France. Among other things, Niel owns several media companies and is therefore a direct competitor of her stepfather.

- The family is currently in the process of taking over Paris FC together with Red Bull, with the aim of creating a rival to PSG.

- The attempted takeover of Gucci:
Two strategies were used here:

White Knight: this involves seeking a friendlier buyer or partner - in this case Kering, which now owns the brand, to deter the aggressive buyer.
Poison Pill: New shares are issued to the white knight, diluting the shares of the existing shareholders (including LVMH). This makes a takeover more expensive and less attractive for LVMH.

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BamBamInvest@BamBamInvest

1Mon

@Xavier_trader thanks for the addition, I mentioned Redbull/Paris in the chat, it will be exciting 👍

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Matthias@Rebellion81

1Mon

Great contribution, didn't know that Sephora was also part of it. You never stop learning

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BamBamInvest@BamBamInvest

1Mon

@Rebellion81 I think the more you immerse yourself in the company, the more convinced you become. If the takeover of $RMS and Gucci had worked out, we would be in a completely different position now. But you can also see that the selection and takeover/integration work very well. ✌️

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Artiskon@Artiskon

1Mon

I'd best add 1x LVMH to my portfolio 🙌🚀

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BamBamInvest@BamBamInvest

1Mon

@Artiskon If they continue to fall, I will continue to add, as I see it more as an opportunity in a temporary weakness. I often read that prices/companies have run away and you have missed the opportunity to enter, but if the respective company then has a weakness, the investment thesis is suddenly no longer there, although nothing has changed in the company itself. If you are looking for an entry point, setbacks are the best opportunity and you can always go down a level. ✌️

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DerDanner@Therapeut

1Mon

Burberry could be taken over one day😂🚀

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BamBamInvest@BamBamInvest

1Mon

@Therapeut would also fit in well $MONC would be a candidate.

LVMH has shares in Double R, an investment vehicle controlled by Moncler boss Remo Ruffini. Double R in turn currently holds 15.8 percent of Moncler.

That would be a great acquisition if they are taken over completely at some point. 🙌

The possible takeover of Paris FC by Arnault/RedBull would also be exciting.

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Tenbagger2024@Tenbagger2024

1Mon

Great contribution,
at $MONC people are also trying to get more and more involved.

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BamBamInvest@BamBamInvest

1Mon

@Tenbagger2024 Yes, LVMH has shares in Double R, an investment vehicle controlled by Moncler boss Remo Ruffini. Double R in turn currently holds 15.8 percent of Moncler.

The takeover would be exciting.

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BamBamInvest@BamBamInvest

1Mon

@Tenbagger2024 🙏

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Tenbagger2024@Tenbagger2024

1Mon

@BamBamInvest
I hope there will soon be some movement in the share price so that I don't always have to be annoyed when I look at my portfolio.
I'm still bothered by the high dependence on China. And the discussion about punitive tariffs.

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BamBamInvest@BamBamInvest

1Mon

@Tenbagger2024 An investment can also go sideways for 3 years, not everything works out right away.

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Tenbagger2024@Tenbagger2024

1Mon

@BamBamInvest
Oh yes, I had that with Qualcom, one year sideways and down. And this year it's going up. I've probably been waiting two years for my GFT to break out.

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Mister_ultra@Mister_ultra

1Mon

Crazy, at 32 CEO of Tiffany. And what the hell am I doing? 😂😂

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BamBamInvest@BamBamInvest

1Mon

@Mister_ultra Practice makes perfect 😄. Promising when you are integrated so early. I think it's good for the company and the succession is slowly being built up.

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Robin@NoobInvest198

1Mon

Great contribution👍

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BamBamInvest@BamBamInvest

1Mon

@NoobInvest198 danke 🙏

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Raphael Steil@TheRealRapha

1Mon

Thanks!

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