LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

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

Compagnie Financiere Richemont SA

Kering SA

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.

Ralph Lauren Corporation

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

LVMH is preparing a major boutique opening in China. Is the demand for luxury returning?

Arnault's current deals resemble his strategy of buying cheapened stocks after the 2008 financial crisis

The head of LVMH is buying up shares in his company. Should investors follow his example?

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

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

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