Let’s be real: LVMH Moët Hennessy Louis Vuitton is like the rockstar of luxury goods. Sure, during World War II, Louis Vuitton had a sketchy past with some, uh, less-than-glamorous associations (hello, Nazi collaboration), but we’re talking about a brand that’s been reimagined under the fabulous, all-powerful umbrella of LVMH. Let's take a look at the LVMH of today: a true juggernaut of the luxury world! 🌟

75 Brands. One Giant Luxury Machine. 💼🎩

LVMH is like the Beyoncé of conglomerates—so many chart-topping hits under one roof. From Louis Vuitton and Moët Hennessy to Christian Dior, Givenchy, Sephora, Fendi, and Tiffany—the list goes on! The group is divided into six branches: Fashion, Wines & Spirits, Perfumes & Cosmetics, Watches & Jewelry, Selective Distribution (hello, Sephora!), and Other Activities (including media assets like Les Echos-Le Parisien).
They even went big with a $2.6 billion buyout of luxury hotel group Belmond. You know, just adding a little more sparkle to their already glittering portfolio. ✨ 

Bernard Arnault: The Man, The Myth, The Billionaire 💰

At the helm of this luxury empire is Bernard Arnault, the CEO, chairman, and largest shareholder of LVMH, and—drumroll, please—one of the richest people in the world. The man knows how to make money... and make it look good. 😉 Oh, and for good measure, he’s been using some of his pocket change to buy up shares of stock from time to time. Talk about investing in style! 💸 

The Money Talk 💵: LVMH’s 2024 Performance 📊

2024 wasn’t a walk in the park for LVMH. The global economy wasn’t exactly throwing confetti their way, and yet, this luxury giant still posted €84.7 billion in revenue, with a 1% organic growth rate. Not bad considering the geopolitical chaos and weak industry trends. Japan and China have been major growth drivers, especially with Chinese customers ramping up their spending (and we’re talking about some serious bling here). 🛍️
Here’s the kicker: LVMH’s profit from recurring operations hit €19.6 billion—an operating margin of 23.1%—well above pre-Covid levels. Talk about a profit machine! 🚗💨

Champagne Problems 🍾🥂: Performance Breakdown

• Wines & Spirits: Ok, let’s be honest, Champagne sales were down in 2024 (organic revenue down 8%), but LVMH still holds a 22% market share. Cheers to that! 🍾

• Fashion & Leather Goods: It’s like the Kardashians of fashion—still strong, still relevant. But even Louis Vuitton faced a minor dip (down 10% in profit) due to exchange rates. But hey, a little hiccup won’t stop them. 👗👜

• Fragrances: Dior Sauvage kept its crown as the world’s best-selling fragrance in 2023. Smell that? It’s success. 🌹

• Sephora: Nothing beats Sephora’s power, and they’ve now solidified their position as the leader in beauty retail. 💅💄

• Watches & Jewelry: Some mixed results here—revenue down by 2% and profit from recurring operations down 28%, partly due to exchange rate fluctuations—but when it comes to luxury watches and jewelry, you know LVMH’s got some serious investments in the works in store renovations and communications. ⌚💍

Let’s Talk P/E Ratios, Baby! 📉💹

LVMH has a P/E ratio of 25.1 (as of March 2025). So, yeah, the stock isn’t dirt-cheap, but it’s not exactly overvalued either at 16x forward earnings. After all, it’s LVMH—the Gucci of conglomerates! With their stellar portfolio and market-leading brands, you’re paying for quality. 🏆

But hey, let’s not ignore the competition. Big players like Hermès, Richemont, Prada, and Diageo are nipping at LVMH’s heels. The question remains: Can LVMH continue to outshine these challengers and maintain its dominance? It’s possible, but analysts are predicting a 5% CAGR until 2033. A bit underwhelming. China’s potential stimulus package is percolating on the horizon, though, so we’re keeping our eyes on that! 👀

LVMH’s Artistic Side 🎨

LVMH is not just about bags, bottles, and watches—it’s also a major patron of the arts! It supports several exhibitions and runs the fabulous Fondation Louis Vuitton (seriously, it’s a MUST-SEE when in Paris). The foundation, designed by Frank Gehry, is not just an architectural masterpiece but also hosts incredible shows and exhibitions. It’s art, it’s luxury, it’s a vibe. 🎭
If you’ve got the time and cash to splurge, this is one of Paris’s most fabulous cultural experiences! 🖼️