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Posted by
Two Blokes Jul 28 -
Filed in
Stock
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Louis Vuitton's H1 2025 results show continued sales and profit declines amid challenging macro conditions and tariff uncertainties, but selective retail and cash flow improved. The market took earnings positively despite a decline and expectations miss, indicating that the worst could be behind us. I maintain a Buy rating due to LVMH's brand strength, proven execution, family ownership, and favorable market growth outlook.