Is LVMH (ENXTPA:MC) Using Bulgari’s New CEO To Rebalance Heritage And Luxury Hospitality Ambitions?

• In July 2025, Laura Burdese took over as CEO of Bulgari, succeeding long-time leader Jean-Christophe Babin, who remains chairman and head of the Bulgari Hotel business unit.
• This leadership reshuffle at one of LVMH’s key jewelry and hospitality brands could subtly reshape how the group balances heritage with expansion.
• We’ll now explore how Burdese’s appointment at Bulgari might influence LVMH’s broader investment narrative, especially around brand diversification and luxury hospitality.

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LVMH Moët Hennessy - Louis Vuitton Société Européenne Investment Narrative Recap

To own LVMH, you generally need to believe its portfolio of global luxury brands can defend pricing power even as earnings softness, margin pressure and Asia exposure weigh on results. Bulgari’s new CEO appointment looks evolutionary rather than a material shift to the near term picture, where the key swing factor remains any recovery in Asian demand and the biggest risk is prolonged volume weakness and cost inflation compressing margins.

The most relevant context for this leadership change is LVMH’s first half 2025 results, with sales slipping to €39,810 million and net income to €5,698 million. Against that backdrop, Bulgari’s push in jewelry and luxury hospitality fits the group’s wider effort to lean on product innovation and portfolio diversification to support long term resilience if and when demand stabilizes and operating efficiencies start to bite positively again.

But while brand diversification may help, investors should also be aware of the risk that sustained cost inflation and weaker operating leverage could...

Read the full narrative on LVMH Moët Hennessy - Louis Vuitton Société Européenne (it's free!)

LVMH Moët Hennessy - Louis Vuitton Société Européenne's narrative projects €92.2 billion revenue and €16.4 billion earnings by 2028. This requires 3.6% yearly revenue growth and about a €5.4 billion earnings increase from €11.0 billion today.

Uncover how LVMH Moët Hennessy - Louis Vuitton Société Européenne's forecasts yield a €612.40 fair value, a 3% downside to its current price.

Exploring Other Perspectives

Thirty seven members of the Simply Wall St Community currently see LVMH’s fair value anywhere between €360.73 and €805.74, with estimates spread fairly evenly across that band. You can set those views against concerns about margin pressure from weaker volumes and higher costs, which could influence how comfortably LVMH funds ongoing brand investments and hospitality expansion.

Explore 37 other fair value estimates on LVMH Moët Hennessy - Louis Vuitton Société Européenne - why the stock might be worth 43% less than the current price!

Build Your Own LVMH Moët Hennessy - Louis Vuitton Société Européenne Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LVMH Moët Hennessy - Louis Vuitton Société Européenne research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free LVMH Moët Hennessy - Louis Vuitton Société Européenne research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LVMH Moët Hennessy - Louis Vuitton Société Européenne's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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