LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

The value of the Fenty brand could be valued at $1-2 billion

Reuters: LVMH may sell a stake in Rihanna's beauty brand. He made the singer a billionaire

Kering SA

L'Oreal S.A.

Kering suffers from high debt and has to look for ways to reduce it

Shares in the owner of Gucci have hit a high in more than a year. He will sell part of the business

NVIDIA Corporation

Advanced Micro Devices, Inc.

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

Brunello Cucinelli S.p.A.

Burberry Group plc

LVMH's third-quarter results beat expectations across the board, Bernstein notes

Investment banks bet on LVMH. What other luxury stocks does Wall Street recommend buying?

Christian Dior SE

The European Luxury Goods Producers Index posted its biggest daily gain since January 

LVMH shares soared after the report and pulled the entire European luxury sector with it

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?

The Estee Lauder Companies Inc.

The bank sees signs of business recovery and hopes for further improvement in Chinese market conditions

Goldman Sachs has raised its rating on Estee Lauder's stock. Why does he believe in their growth?

Salvatore Ferragamo S.p.A.

Hugo Boss AG

Moncler S.p.A.

Compagnie Financiere Richemont SA

Pandora A/S

PRADA

Hermes International Societe en commandite par actions

The luxury market in the third quarter has noticeably revived: the shares of leading companies in the sector are again of interest to investors: sales of companies, according to market expectations, will grow. However, BNP Paribas Exane in its report dated September 25 warns against excessive optimism: the fundamental acceleration of demand is not yet confirmed. Investors are advised to be more discerning and bet on boring but stable brands rather than on hype.

5 theses about the luxury market: which companies you should be looking at right now

In the third quarter of this year, the shares of luxury giant Kering jumped by 53% - this is the largest quarterly growth of its quotations, <a href="https://www.bloomberg.com/news/articles/2025-10-02/kering-shares-notch-best-ever-quarter-as-de-meo-readies-overhaul">wrote</a> Bloomberg. On October 10, the securities updated the annual maximum - at the moment the price exceeded €322.

Operation Rescue: can the new team revitalize the Gucci owner's business

Porsche AG

The automobile business is under pressure from weak demand, trade conflicts and growing competition from Chinese players

German car industry in 'perfect storm': Porsche also reported a sales slump in China

At the auction on October 7, quotations of the owner of Gucci updated the maximum for 15 months

Morgan Stanley has named its favorite in the European suite. It expects the stock to grow by 20%

Analysts are divided on the prospects for Gucci and its owner Kering

#Luxury Brands: 41