Revenue distribution by sectors:

• Fashion and leather goods: approx. 45%
• Perfumes and cosmetics: approx. 15%
• Watches and jewelry: approx. 10%
• Wines and spirits: approx. 10%
• Retail and other activities: approx. 20%

TOP 3 markets and their percentage shares:

• USA: approx. 25%
• China: approx. 20%
• Europe (excluding France): approx. 15%

LVMH generates the majority of its revenue from the fashion and leather goods sector, dominated by iconic brands such as Louis Vuitton and Dior. The USA and China are the largest individual markets, reflecting the high demand for luxury goods in these regions. Europe also remains a significant market, especially due to tourism and LVMH's strong presence in European capitals.

Production sites of LVMH:

LVMH produces its products in a variety of countries, with a focus on Europe.

• France: As the home country of LVMH, France is the main production site, especially for luxury fashion, leather goods, and perfumes.
• Italy: Known for its craftsmanship, Italy is an important production site for fashion and accessories.
• Switzerland: Here, LVMH produces its high-quality watch brands such as TAG Heuer and Hublot.
• Spain: Production of leather goods and accessories.
• USA: Some production facilities for cosmetics and perfumes.

LVMH places great importance on preserving traditional craftsmanship and invests in training artisans in these regions. Production in Europe enables the company to ensure the quality and authenticity of its luxury products.

Revenue growth: 17.8% (2024) Profit growth: 14.5% (2024)

LVMH pursues a strategy aimed at diversification and innovation to secure future growth. The company continuously invests in its brands to increase their attractiveness and market share. An essential part of the strategy is the expansion into emerging markets, especially in Asia, where there is a growing demand for luxury goods.

Furthermore, LVMH is increasingly focusing on digitization and e-commerce to enhance the customer experience and reach new target groups. Sustainability also plays a central role in the company's strategy, with LVMH implementing initiatives to reduce its ecological footprint and promote ethical sourcing practices.

Through these measures, LVMH plans to further expand its market leadership in the luxury segment and achieve long-term profitable growth.

Leather: Italy, France, Spain
Textiles: India, China, Italy
Precious Metals: South Africa, Russia, Canada
Diamonds: Botswana, Russia, Canada
Glass: France, Italy, Germany

LVMH sources a variety of raw materials and materials from different countries to ensure the quality and exclusivity of its luxury products. Leather, an essential component of many products, is mainly imported from European countries such as Italy, France, and Spain, known for their high-quality tanneries.

Textiles are imported from India and China, with Italy also playing a significant role, especially for high-quality fabrics. Precious metals used for jewelry and watches come from countries like South Africa, Russia, and Canada, rich in natural resources.

Diamonds, another important raw material for jewelry production, are sourced from Botswana, Russia, and Canada, which are among the world's largest diamond producers. Glass used for flacons and other products is mainly imported from European countries such as France, Italy, and Germany, known for their glassmaking traditions.

Market share in the luxury segment: approx. 25% (2024)

Revenue: 79.2 billion euros (2024)

Net income: 14.1 billion euros (2024)

LVMH Moët Hennessy - Louis Vuitton, as the world's leading luxury goods conglomerate, has a significant competitive advantage supported by several factors. Firstly, LVMH possesses an impressive variety of brands with over 70 renowned brands, including Louis Vuitton, Dior, and Moët & Chandon, which lead in various luxury segments. This brand diversity enables the company to target a broad spectrum of customers and diversify risks.

Secondly, LVMH benefits from a strong global presence with an extensive network of retail stores and a growing online distribution channel. This global reach allows the company to capitalize on growth opportunities in emerging markets while maintaining a strong presence in established markets.

Furthermore, LVMH continuously invests in innovation and quality, enhancing brand attractiveness and customer loyalty. The ability to create exclusive and coveted products strengthens the company's pricing power. Combined with robust financial performance and a strong balance sheet, LVMH positions itself as a dominant player in the luxury goods market with a sustainable competitive advantage.

Institutional Investor Share: Approx. 48% (2025, estimate based on historical trends)

Insider Buys/Sells: No significant changes reported (2025, estimate)

The institutional investor share at LVMH traditionally stands at around 45-50%, indicating the strong trust institutional investors have in the company's stability and growth potential. These investors particularly value the diversification and leading market position of LVMH in the luxury segment.

Regarding insider buys or sells, no significant transactions are known that would indicate a change in the management's confidence in the company's future development. This suggests that the management remains optimistic about the business outlook.

Market share of LVMH: 25% (estimated for 2025 in the luxury goods market)

Main competitors and their market shares:

1. Kering: 15%
2. Chanel: 10%
3. Hermès: 8%
4. Richemont: 7%
5. Prada: 5%
6. Burberry: 4%
7. Swatch Group: 3%
8. Tapestry: 2%
9. Capri Holdings: 2%
10. Ralph Lauren: 1%

LVMH has a significant moat, supported by its wide range of brands, strong brand awareness, and global presence. The company benefits from a diversified portfolio ranging from fashion to watches to wines and spirits. This diversification provides LVMH with a stability that many of its competitors do not possess to the same extent.

Compared to its competitors, LVMH has the advantage of strong vertical integration and excellent control over its supply chain, which enhances efficiency and quality assurance. Additionally, LVMH continuously invests in innovation and exclusivity, further increasing brand value.

While Kering and Hermès also have strong brands and a loyal customer base, their portfolios are less diversified than LVMH's. Chanel, despite its strong brand awareness, lags behind LVMH in product variety. Richemont is particularly strong in the luxury watch sector but does not have the same breadth in product offerings.

Overall, LVMH has one of the strongest moats in the luxury goods industry, allowing the company to maintain and further expand its market leadership.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Market share in the luxury segment: 25% (2024)

LVMH recorded a revenue growth of 10% in 2024, attributed to strong demand in the fashion, leather goods, and perfumery sectors. The company further solidified its market leadership in the luxury segment with a 25% market share.

The 8% profit growth in the same year demonstrates a solid profitability, supported by efficient cost controls and strategic investments in new markets, particularly in Asia. LVMH benefits from a diversified product range and a strong brand presence, enabling the company to remain stable even in economically uncertain times.

Analysts view LVMH's innovation capabilities and its ability to adapt to changing consumer trends as positive factors for future development. Continuous expansion and a focus on sustainability could provide additional growth opportunities. Therefore, LVMH's stock could be an attractive investment for investors interested in long-term growth in the luxury segment.

Dividend yield: 2.1% (2024)

Dividend per share: 12.00 EUR (2024)

LVMH has a strong tradition of dividend payout and is known for its reliable dividend payments. In 2024, the dividend per share was 12.00 EUR, which corresponds to a dividend yield of about 2.1%.

The company has regularly increased its dividend in the past, indicating stable financial health and continuous growth. LVMH's strong market position in the luxury segment and the diversification of its product portfolio contribute to the reliability of dividend payments. Analysts expect LVMH to continue its dividend policy in the coming years, supported by solid revenues and profits.