LVMH : LA CHUTE que personne n'a vue venir

🚨 Discover Fundora: https://go.fundora.fr/t8g 🚨 The Money Radar newsletter: https://moneyradar.substack.com/ 00:00 Intro 03:45 The crash 06:46 The clients have disappeared 08:45 The Trump trap 10:41 The family bunker 12:14 And my portfolio? LVMH has just announced a 6% drop in revenue for the first quarter. The stock has lost 27% since January, making it the worst start to the year in the group's history. Bernard Arnault has fallen from 1st to 7th place in the Forbes ranking, and €237 billion in market capitalization has evaporated in 3 years, more than the GDP of Qatar. But it's not just a matter of current economic conditions. 70 million customers have disappeared from luxury boutiques since 2022. Prices skyrocketed after Covid (+51% at Dior, +59% at Chanel), and "aspirational" buyers lost interest. Today, 2% of customers account for 46% of global sales. Between Trump's tariffs, the crisis in the Middle East, and the Chinese slowdown, LVMH is caught in a vice. Yet, Bernard Arnault has just injected €771 million to buy back his own shares and cross the 50% ownership threshold. What did he see that the markets didn't? A full analysis in this video. Sources: https://docs.google.com/document/d/1l... #LVMH #luxe #BernardArnault