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LVMH (MCFP; Aa3/AA-) 3Q earnings call

CONSUMER CYCLICALS
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We will circle back once it is done but headlines from the earnings call don't look great.


  • "LVMH CFO: Current Environment Makes Cost Control a Challenge
  • LVMH F&LG UNIT SAW "MARKED DETERIORATION" W/ CHINA IN 3Q: CFO
  • LVMH CFO: Most of Markets Face Challenges
  • LVMH CFO: Chinese Demand Will Recover When Consumer Confidence Returns
  • LVMH CFO SAYS HARD TO ASSESS CHINA STIMULUS ANNOUNCEMENT IMPACT
  • LVMH CFO: CHINA AUTHORITIES TAKING MEASURES TO DEAL W/ SLOWDOWN" - bbg
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We will circle back once it is done but headlines from the earnings call don't look great.


  • "LVMH CFO: Current Environment Makes Cost Control a Challenge
  • LVMH F&LG UNIT SAW "MARKED DETERIORATION" W/ CHINA IN 3Q: CFO
  • LVMH CFO: Most of Markets Face Challenges
  • LVMH CFO: Chinese Demand Will Recover When Consumer Confidence Returns
  • LVMH CFO SAYS HARD TO ASSESS CHINA STIMULUS ANNOUNCEMENT IMPACT
  • LVMH CFO: CHINA AUTHORITIES TAKING MEASURES TO DEAL W/ SLOWDOWN" - bbg