Moncler S.p.A.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Hermes International Societe en commandite par actions

Shares of Italian premium outerwear maker Moncler declined on Wednesday, April 22, despite <a href="https://www.monclergroup.com/v3/assets/blt61bda6b71f29a239/blt8a2645a0ef1b276c/69e79bd9e3673125916076b8/Moncler-Group-Press-Release-Q1-2026.pdf">quarterly reporting</a> that exceeded revenue expectations, CNBC <a href="https://www.cnbc.com/2026/04/22/moncler-stock-q1-earnings-monc-luxury-iran-war-lvmh-kering-hermes.html">reported</a>. The company's papers were falling by more than 3% during morning trading in Milan, but then reduced the rate of decline to about 1%.

The Moncler brand beat expectations amid a downbeat quarter for the luxury brand. Shares fell

Kering SA

Burberry Group plc

The big three luxury companies - LVMH, Hermès and Kering - released their first quarter reports this week, showing a decline in revenue due to the war in the Middle East

"It could all come back in 24 hours": what does the luxury sector expect after the $176 billion collapse?

Shares of luxury companies fell sharply in early trading on Wednesday, April 15, after Hermès, and the day before - the owner of Gucci, <a href="https://oninvest.com/article/prodazi-gucci-upali-na-8-na-fone-vojny-eto-vtoroj-signal-trevogi-dla-sektora-luksa">Kering</a>, reported for the first quarter worse than investors' expectations. Sales of luxury goods are under pressure from the conflict in the Middle East, <a href="https://www.cnbc.com/2026/04/15/kering-stock-q1-earnings-gucci-sales-iran-war-middle-east-luxury.html">writes</a> CNBC. Analysts warn that the recovery of the sector may take longer and be weaker than market expectations.

Luxury stocks fell after weak Hermès reporting amid war in the Middle East

Sales of European luxury brands in Dubai and Abu Dhabi shopping centers fell significantly last month amid the conflict with Iran, which has hit one of the fastest-growing regional markets in the global luxury industry, totaling about $400 billion, Reuters <a href="https://www.reuters.com/world/middle-east/luxury-brands-face-profits-squeeze-iran-conflict-shrinks-dubai-mall-sales-2026-04-13/">reported,</a> citing industry sources.

Sales of luxury brands in Dubai malls fell 50% in first month of war - Reuters

Compagnie Financiere Richemont SA

Deutsche Bank has allowed a rapid recovery of the European luxury sector in the event of an easing of the conflict in the Middle East, <a href="https://www.cnbc.com/2026/04/02/luxury-stocks-lvmh-kering-gucci-middle-east-iran-conflict.html">writes</a> CNBC. The bank is confident that the current drawdown is temporary and reflects external shocks rather than the fundamental deterioration of companies' business.

Lux companies face 'sharp reversal' in case of de-escalation in Iran - Deutsche Bank

Falling demand for branded accessories amid global uncertainty has hit the capital of the empire of France's richest family, the Arnault family

"Confidence barometer": LVMH shares posted their worst-ever quarterly results

Ferrari N.V.

Volkswagen AG

Stellantis N.V.

Sales of luxury brands in the Middle East could halve in March, which could reduce quarterly growth for many companies in the sector, according to Bernstein

War with Iran has deprived the luxury sector of $100 billion in capitalization

Investor sentiment towards shares of European luxury goods manufacturers is now the most pessimistic for several years, analysts at UBS, Switzerland's largest bank, have warned. According to their calculations, the war in the Middle East may postpone the long-awaited recovery in demand.

Investor pessimism toward luxury stocks has reached a multi-year high

NIKE, Inc.

Some limited luxury handbags and sneakers are appreciating faster than stocks in the main U.S. index S&amp;P 500, the platform FashioNica found out. The goods of French brand Hermes, for example, including the world-famous Birkin bags, are particularly quoted. Analysts call luxury goods assets and compare them, for example, to gold.

Handbags vs. AI boom: luxury goods posted better price gains than stocks in the S&amp;P 500

The loyalty of wealthy Hermes customers has allowed the fashion house to raise prices by 5-6% in early 2026

Hermes sales exceeded expectations thanks to strong demand for Birkin bags

The Coca-Cola Company

McDonald's Corporation

This week, two crucial sets of economic data will be released in the United States - a rare coincidence caused by the recent government shutdown. First, the Bureau of Labor Statistics (BLS) will release its January employment report, followed by the Consumer Price Index. Thus, attention will be paid to both parts of the Federal Reserve's dual mandate: maximizing employment on the one hand and price stability on the other, Barron's <a href="https://www.barrons.com/articles/jobs-report-consumer-prices-coca-cola-cvs-ford-mcdonalds-earnings-7c16ca85?mod=RTA#:~:text=This%20week%20brings,will%20be%20covered.">notes</a>.

US inflation, Ferrari and Coca-Cola earnings: what investors need to know this week

A sharp rise in Richemont quotations at the opening of trading in Zurich was quickly followed by a fall