LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Hermes International Societe en commandite par actions

Kering SA

Performance across all divisions of the company exceeded analysts' expectations, including the key fashion and leather goods division

Moët and Dior are back in fashion: LVMH's sales are up. What does this mean for the market?

On October 14, luxury giant LVMH will release its third quarter report. Banks generally expect the company to report a slow but gradual business recovery.

The market is waiting for LVMH report: what 7 questions should investors ask the company's management?

Compagnie Financiere Richemont SA

High precious metal prices have been a negative factor for the luxe along with duties and a weakening dollar

Gold peaks due to Trump's trade threats. Why is this bad for luxury brands?

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

EssilorLuxottica Societe anonyme

L'Oreal S.A.

The fashion designer willed to sell the company's shares to buyers such as LVMH, L'Oréal and EssilorLuxottica, and if that didn't work out, to float them on the stock exchange

Armani's will: the fashion designer allowed to sell his brand or go IPO

HSBC expects French giants' shares to rise by more than 20%

Analyst advised to buy shares of Dior and Gucci owners. Is the luxury crisis over?

Tapestry, Inc.

Ralph Lauren Corporation

Shares of Tapestry, which owns Coach, and Ralph Lauren were more favorable to investors than LVMH and Gucci securities

American luxury has surpassed European luxury in terms of profitability. Will it be able to maintain its position?

TotalEnergies SE

Sanofi

French banking conglomerate BNP Paribas is hoping for good entry points into European equities  

Goldman and Citi expect the rally in European equities to continue despite the crisis in France

The Kraft Heinz Company

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Highlights for the morning: oil prices fall, luxury under pressure, Buffett admits failure

Birkin maker beats rivals thanks to customer loyalty, but analysts point to possible overheating


Hermès sales rise despite slump in luxury demand. Why did the stock fall after the report?

The ability of companies to raise prices is limited, with some estimates already rising an average of 33% in the four years since the pandemic

The EU-US deal has given respite to the luxury sector. What does it mean for brands' profits?

The slowdown in the apparel and leather goods segment was largely due to a drop in sales in Japan after strong growth last year

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