Compagnie Financiere Richemont SA

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Kering SA

The Middle East is not the largest but an important market for the industry

Luxury stocks have fallen in price due to the U.S.-Iran war. Hermes at a two-year low

French billionaire Bernard Arnault began actively buying shares of the world's largest luxury holding LVMH after the <a href="https://oninvest.com/article/vladelec-louis-vuitton-otcitalsa-o-slabom-prazdnicnom-kvartale-nadezda-na-kitaj">publication of</a> its late January disappointing investors and falling prices, <a href="https://www.bloomberg.com/news/articles/2026-02-11/arnault-snaps-up-lvmh-shares-after-vowing-to-own-more-than-50">writes</a> Bloomberg. Arnault has already sent to buy securities more than € 400 million. In late January during the presentation of financial results of the holding businessman said that his family group wants to increase its stake in LVMH in 2026 to more than 50%.

Europe's richest man bought LVMH shares on a drawdown. Should we follow his example?

Tapestry, Inc.

Ralph Lauren Corporation

Louis Vuitton owner reports weak holiday quarter. Hope for China?

Microsoft Corporation

Meta Platforms, Inc.

Tesla, Inc.

Apple Inc.

Wall Street is gearing up for the most eventful week of the first quarter: The U.S. Federal Reserve will hold an interest rate meeting, and a <a href="https://www.barrons.com/articles/stock-futures-sunday-trading-fed-shutdown-7db0cea7?mod=RTA#:~:text=about%20a%20fifth%20of%20S%26P%20500%20companies%20will%20report">fifth</a> of the companies in the S&amp;P 500 index will report earnings, including four issuers from the "Magnificent Seven": Microsoft, Meta Platforms, Tesla and Apple, Yahoo Finance <a href="https://finance.yahoo.com/news/big-tech-earnings-fed-meeting-feature-as-markets-end-january-with-busiest-week-of-q1-what-to-watch-125211822.html">writes</a>.

Bigtech reporting and the Fed meeting: what investors need to know this week

Remy Cointreau SA

European stock indexes fell on Jan. 20 after U.S. President Donald Trump said there was "no going back" in his demand for control over Greenland, the Financial Times <a href="https://www.ft.com/content/500d9508-72a2-4b04-a225-33adbbf8af78">reported</a>.

European and US stocks collapsed amid Trump's tougher rhetoric 

Burberry Group plc

Brunello Cucinelli S.p.A.

The imposition of new U.S. duties over Greenland could reduce eurozone GDP by about 0.1%, Goldman Sachs has calculated

LVMH and Kering shares fall due to Trump's duties. A quarter of the brands' sales depend on the US

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

Cartier owner beats holiday quarter sales forecast. Why did the stock fall?

Optimism in the European luxury sector is increasing, with more and more analysts believing that the rally that started in the second half of 2025 could continue into 2026. The recovery is indicated by strong quarterly reporting from luxury goods manufacturers, a rebound in demand in China and the renewal of creative teams at fashion houses. Key market players, including LVMH and Richemont, are already showing signs of a turnaround after two years of decline.

Analysts expect the luxury market rally to continue in 2026. Who to bet on?

The bank upgraded its recommendation from 'hold' to 'buy' and improved its outlook on key luxury brands for 2026

Deutsche Bank sees 13% upside potential in shares of Cartier's owner

Hermes International Societe en commandite par actions

After two years of stagnation, Bain forecasts a rebound in sales and recovery in key markets

Luxury market to return to growth in 2026 - Bain &amp; Co.

Salvatore Ferragamo S.p.A.

The list did not include Prada or Hermes, which have been ramping up sales even during the market downturn

Luxury is on the rise: analysts advised on four promising stocks in the sector

Last year, sales of luxury goods in the Chinese market fell by nearly 20 percent