Bernard Arnault Tracker @ArnaultTracker Twitter profile

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Bernard Arnault Tracker

@ArnaultTracker

6 months

« Persistence » When Bernard Arnault was asked for business advice at the LVMH Annual General Meeting $MC $RMS $LVMH

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Bernard Arnault Tracker

@ArnaultTracker

6 months

Ex dividend day! LVMH would like to remind you that the « Last trading day with dividend rights » event will take place on April 22, 2024. Dividend payment €7.50

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Bernard Arnault Tracker

@ArnaultTracker

9 months

$LVMH $MC $RMS

LVMH

@LVMH

9 months

LVMH is delighted to announce the following internal mobilities and appointments within the LVMH Watches & Jewelry Division, effective since January 1st 2024. Frédéric Arnault is appointed CEO of LVMH Watches, in charge of @Hublot , @TAGHeuer , and @ZenithWatches . Julien

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Following many rumors during the last 12 months, the construction of an $LVMH luxury hotel is now confirmed. The luxury giant will open a huge boutique hotel of nearly 6000 m² on one of the most famous avenues in the world, the Champs-Élysées. The opening is planned for 2026

Le média de l'investisseur

@le_investisseur

1 year

Suivant de nombreuses rumeurs durant les 12 derniers mois, la construction d’un hôtel de luxe LVMH est dorénavant confirmée. Le géant du luxe va ouvrir un immense boutique-hôtel de près de 6000 m² sur l’une des avenues les plus célèbres au monde, les Champs-Élysées.

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#BernardArnault has bought €215 million ($230 million) of #LVMH shares since the luxury conglomerate’s disappointing earnings in late July contributed to a drop in the stock price. $MC $RMS $LVMUY $LVMHf #cac40 $LVMH

Bernard Arnault Has Spent €215 Million Buying Dip in LVMH Stock

Billionaire Bernard Arnault has bought €215 million ($230 million) of LVMH shares since the luxury conglomerate’s disappointing earnings in late July contributed to a drop in the stock price.

www.bloomberg.com

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Bernard Arnault Tracker

@ArnaultTracker

11 months

For the month of October, #BernardArnault bought 95,901 of #LVMH shares for €65.5m at an average price of €682. The biggest transaction was on Oct 11 where be added €63m through Christian Dior SE. The purchases through his family holding company Financiere Apache SA has

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Bernard Arnault Tracker

@ArnaultTracker

10 months

In 2024, luxury stocks like #LVMH face a divided year, poised for a weak start and a strong second half. Chinese consumer demand holds the key, influencing iconic brands' resilience and stock values. Analysts caution about early 2024 but remain optimistic for the long-term growth

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Bernard Arnault Tracker

@ArnaultTracker

11 months

Shoppers are pushing back against price hikes and premiumization of spirits and luxury goods. It’s hard to justify these prices as consumer budgets get stretched and they trade down. #LVMH #RMS #CAC40

Spirits and Luxury Stocks Fall as Pricing Power Starts to Fade

Shoppers are rebelling against higher prices for everything from Piaget watches to Don Julio tequila, wiping off $45 billion from the value of the world’s biggest drinks and luxury groups.

www.bloomberg.com

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#LVMH

ALDIN

@chartaldin

1 year

$LVMH Q3 2023 🇫🇷 Favorable results despite the challenging economic conditions, including inflation and rising interest rates, have placed additional pressure on customer behavior. In this thread, I will provide a walkthrough of LVMH Q3 results.🧵

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Last week, as the share price of $LVMH slumped into the low €700s, #BernardArnault ploughed over €40m euros to increase his family’s stakes in the company. $RMS $MC #LVMH $LVMUY $LVMHF #CAC40

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Despite the +30% increase in net profit shares are down -4% in US trading probably on the basis of the US sales slowdown. Makes no sense for such a high quality company beating both revenues and earning expectations. "Opportunities come infrequently. When it rains gold, put

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Bernard Arnault Tracker

@ArnaultTracker

10 months

Thanks for the reminder @LVMH . This €5.5 per share feels like a great Christmas present. 🎁 #LVMH $MC $RMS #CAC40

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Bernard Arnault Tracker

@ArnaultTracker

1 year

L Catterton, the private equity firm backed by $LVMH, is close to acquiring a majority stake in Japanese veterinary services company Withmal Inc. $MC #LVMH $LVMHF $LVMUY #CAC40

L Catterton Nears Deal for Japanese Vet Services Firm Withmal

L Catterton, the private equity firm backed by luxury French fashion house LVMH, has made a strategic investment in Japanese veterinary services company Withmal Inc.

www.bloomberg.com

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Bernard Arnault Tracker

@ArnaultTracker

1 year

In line with its brand, the $LVMH annual report has probably the most luxurious feel of all out there. $MC #LVMH $LVMHF $LVMUY #CAC40

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Bernard Arnault Tracker

@ArnaultTracker

6 months

LVMH seeing weakness in their largest product line - Fashion and Leather Goods - with a -2% reduction. $LVMH $MC $RMS

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Bernard Arnault Tracker

@ArnaultTracker

6 months

LVMH €13 dividend approved! €7.50 to be paid next Thursday $MC $LVMH $RMS

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Bernard Arnault Tracker

@ArnaultTracker

11 months

LVMH is shifting their business strategy to integrate the design, manufacturing and distribution of branded eye wear as opposed to simply licensing their name. This protects the IP and allows the company to retain the consumer experience. #LVMH $MC $RMS #CAC40

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Bernard Arnault Tracker

@ArnaultTracker

6 months

Charlie, individual shareholder.: This is the 27th time l've attended the AGM. I'm very happy to be here. And I'm also an admirer of you, Mr. Arnault and your amazing entrepreneurial career that France should be proud of. And this leads me to my first question. What advice would

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#LVMH

Publications Agora

@agora_france

1 year

🚨Entrée en Bourse d’un mastodonte ce mercredi 11 octobre : ➡️Birkenstock Le groupe s’est allié en 2021 à l’univers LVMH par l’intermédiaire de deux fonds d’investissement proches du milliardaire français Bernard Arnault. ⭐️Le groupe a ensuite doublé son chiffre d'affaires

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Bernard Arnault Tracker

@ArnaultTracker

1 year

$LVMH $MC $RMS

MastersInvest.com

@mastersinvest

1 year

“Profit is a consequence of what we do well; it should never become a goal.” - Bernard Arnault Latest post... 👇

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#LVMH

Loris Dalleau

@Loris_Dalleau

1 year

Le marché de la Tequila et du Mezcal est en plein boom aux États-Unis 🇺🇸 Bien évidemment, les entreprises de téquila sont onéreuses d’un point de vue valorisation ! Pour rappel, LVMH, Pernod Ricard et Diageo ont réalisé des acquisitions importantes sur le marché de la

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#LVMH

MastersInvest.com

@mastersinvest

1 year

‘To succeed in economic life, it is not enough to be intelligent. What is necessary is to combine intellectual abilities with solid common sense, a taste for the concrete, and above all a sense of leadership, the ability to lead high-level teams. As one of my professors told me,

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Bernard Arnault Tracker

@ArnaultTracker

10 months

#LVMH $MC $RMS

Angelina Rascouët

@arascouet

10 months

Hermes closes at a record high of €2,027/share, with a gain of 40% YTD. Market cap now at €214b. #luxury

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Bernard Arnault Tracker

@ArnaultTracker

11 months

#BernardArnault 's strategy at Domaine des Lambrays, part of #LVMH 's elite Vins d'Exception, focuses on terroir preservation. With Lambrays joining renowned wineries, Arnault emphasizes a shift from brand-based to terroir-driven wines. Despite minimal revenue contribution, these

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#BernardArnault just loves a great deal. Last week he loaded up on another €37 million worth of #LVMH shares with an average cost of €786 per share. $RMS $LVMH $LVMUY $LVMHF #CAC40 $MC

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Financial details of what #LVMH is paying for its Paris 2024 Olympics sponsorship is reported to be €150m. In addition “LVMH will sponsor athletes including French swimmer Léon Marchand, who this weekend broke Michael Phelps’ last individual world record. Those relationships

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#BernardArnault personally purchased EUR €94 Million of #LVMH shares between July 28 and August 9 for an average price of €816 per share in the open market. Insiders might sell their shares for any number of reasons, but they buy them for only one $LVMH $MC $LVMUY $LVMHF

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Bernard Arnault doesn’t do many interviews. In addition to the one at Oxford Union, he gave a long speech at Ecole Polytechnic where he talks about #LVMH , his leadership and business. “The Building of a French World Leader” $MC $LVMH #BernardArnault

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Bernard Arnault Tracker

@ArnaultTracker

6 months

Q1 Revenue Growth - All regions ex China STRONG $LVMH $MC

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Bernard Arnault Tracker

@ArnaultTracker

1 year

$MC

Quartr

@Quartr_App

1 year

25 Years of $LVMH Revenue Growth per Business Group Visualized:

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Article from @lemondefr about how #BernardArnault power and influence extends past @LVMH and the business world #LVMH $LVMH #CAC40 $MC $LVMUY $LVMHF $EWQ

Comment Bernard Arnault, l’homme le plus riche du monde, étend son empire au-delà du luxe

« LVMH, un Etat dans l’Etat » (1/2). Le milliardaire, PDG du groupe Louis Vuitton-Moët Hennessy, considéré à l’égal d’un chef d’Etat, est devenu le symbole d’une inversion du rapport de force entre...

www.lemonde.fr

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Another large purchase by #BernardArnault of $LVMH shares this week. Between August 11-15 he bought €25 million worth of shares at an average price of €809 per share. $MC $LVMUY $LVMHF #CAC40 #LVMH

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Bernard Arnault Tracker

@ArnaultTracker

1 year

$MC

Dimitry Nakhla | Babylon Capital®

@DimitryNakhla

1 year

A sober valuation analysis on $LVMH 🧘🏽‍♂️ •NTM P/E Ratio: 22.55x •10-Year Mean: 23.46x •NTM FCF Yield: 4.13% •10-Year Mean: 4.20% As you can see, $LVMH appears to be fairly valued Going forward, investors can receive ~4% MORE in earnings per share & about the same in free

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Bernard Arnault Tracker

@ArnaultTracker

1 year

#BernardArnault keeps buying stock in #LVMH as the China crisis continues and the share price of the company declines. On Aug 17 and 18, he personally bought €33 million worth of $LVMH stock at an average price of €782.80 per share.

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Countdown to LVMH earnings release - only one day left! Excited to see the financial performance. #LVMH #earnings #finance $LVMUY $LVMHF

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Bernard Arnault Tracker

@ArnaultTracker

1 year

After buying Birkenstock for €4bn in 2021, L Catterton (PE firm backed by Group Arnault & LVMH) is looking to IPO it at a value of €8bn. A solid 100% ROI in 2 years. $LVMH $EWQ $LVMUY $LVMHF #CAC40

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Bernard Arnault doesn’t do many interviews. But here’s an hour long Q&A he did at Oxford Union explaining his thinking and the business of $LVMH. $lVMHF #CAC40 $LVMUY $EWQ

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Bernard Arnault Tracker

@ArnaultTracker

1 year

LVMH is a cash flow generating machine! More than doubled in the past 5 years. Free Cash Flow (CF from operations less capital expenditures) 2018 --> 6,101.25 2019 --> 9,176.67 2020 --> 10,259.13 2021 --> 17,392.09 2022 --> 13,509.53 $EWQ $LVMUY $LVMHF #CAC40 $LVMH

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Bernard Arnault Tracker

@ArnaultTracker

1 year

. @LVMH buys back 1.7m shares at an average price of €837.43 since March 2023. $MC $LVMHF $LVMUY #BernardArnault #buybacks #LVMH #LouisVuitton

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Bernard Arnault Tracker

@ArnaultTracker

1 year

LVMH Q2 2023 overall +17% revenue growth. + Fashion/Leather Goods + Perfumes/Cosmetics + Watches/Jewelry + Selective Retailing - Wines and spirits $MC $LVMH $LVMUY $LVMHF

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Bernard Arnault, like Warren Buffett, understands the irreplaceable value of a brand. Buffett found out with See’s Candies, raising prices yet retaining customers. Arnault, with his luxury conglomerate LVMH, has leveraged the same principle. The power of a strong brand is truly

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Recap of LVMH conference call that went through some of the pricing changes and impact on business. $LVMUY $LVMHF $MC $EWQ

Quartr

@Quartr_App

1 year

Luxury giant $LVMH grew 17% organically and saw its EPS jump 30% in yesterday's H1 2023 report. Despite this, the stock is down 5% today. Let's review what was being said on the earnings call 🧵 1. The strong growth was in fact not driven by price hikes, but mainly by volume:

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Bernard Arnault Tracker

@ArnaultTracker

1 year

While $LVMH reported a sales drop in the Americans in Q2, Hermes is reporting a strong sales increase of 20% during the same period… what gives? $RMS $MC $LVMUY $LVMHF

Bernard Arnault Tracker

@ArnaultTracker

1 year

LVMH Q2 2023 saw negative 1% US revenue growth but offset by +34% in Asia (ex Japan). Shows the strength of their geographic diversification. $MC $LVMH #LVMH

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Bernard Arnault Tracker

@ArnaultTracker

1 year

If you're curious about the genius behind @LVMH , their winning business strategy and parallels to Berkshire Hathaway, you won't want to miss this incredible podcast! 🎙️ 🔗 Listen now: #BernardArnault #LVMH $MC #InvestingNews $BRKA $BRKB $lvmhf $lvmuy

LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68]

Episode · Business Breakdowns · This is Zack Fuss, an investor at Irenic Capital Management. Today we’re breaking down the world’s largest luxury business, LVMH. The LVMH story is deeply reflective...

open.spotify.com

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Bernard Arnault Tracker

@ArnaultTracker

1 year

$LVMH $MC $LVMUY #CAV40

Keith McCullough

@KeithMcCullough

1 year

REPORTED RECESSIONS: in US Luxury Goods... Congruent with dour commentary out of LVMH, luxury spending #slowed to a -7.6% Y/Y Recession in June = 9th month of negative Y/Y growth @HedgeyeRetail

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Bernard Arnault Tracker

@ArnaultTracker

1 year

LVMH shareholder letter has been posted. So far no new announcement on any share buybacks. But looks like past share repurchase announcement comes as stand alone ones. $LVMH $MC $LVMUY $LVMHF $EWQ #shareholderletter #sharebuybacks

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Strong growth in the selective retailing +26% was driven by DFS and the reopening of borders. #LVMH

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Bernard Arnault Tracker

@ArnaultTracker

1 year

Despite China's economic challenges and a dip in U.S. sales for #LVMH in the last quarter the retail sector still shines bright. Retailers set to open 1,000 new U.S. stores this year, showing remarkable resilience. Online hasn't eclipsed brick-and-mortar; in fact, many

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Bernard Arnault Tracker

@ArnaultTracker

1 year

LVMH Q2 2023 saw negative 1% US revenue growth but offset by +34% in Asia (ex Japan). Shows the strength of their geographic diversification. $MC $LVMH #LVMH

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Bernard Arnault Tracker

@ArnaultTracker

6 months

@dividendpaydate If you are new to LVMH remember to request your Shareholder Club access and look out for the printed annual report. It is a piece of art.🖼️

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Bernard Arnault Tracker

@ArnaultTracker

1 year

As a #LVMH shareholder, you have access to a Shareholders’ Club that existed since 1994. As a member, you'll get perks like special visits to “exceptional premises” and access to discounts. ✔️ $MC $LVMHF $LVMUY $EWQ

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@Loris_Dalleau Il les a achetés au prix de €809 par action

Bernard Arnault Tracker

@ArnaultTracker

1 year

Another large purchase by #BernardArnault of $LVMH shares this week. Between August 11-15 he bought €25 million worth of shares at an average price of €809 per share. $MC $LVMUY $LVMHF #CAC40 #LVMH

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@AirCanada - a big shout out to your #YUL based operations team and flight crew on AC884 (Sep 21) I left my iPad on a connecting #AirCanada aircraft. I mentioned it to the flight director, and she made some calls. Within minutes a ground team member found it, called me and

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@unusual_whales Same tweet one month apart. Nothing new to see here. $LVMH $MC $RMS

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@Visage_1 @HiddenValueGems @SteadyCompound While the main value within CDI is its holdings in LVMH, and it trades at a slight discount, there are a few challenges with buying CDI. The main one is there simply isn’t any significant liqudity to purchase those shares. It is very thinly traded.

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@SteadyCompound #BernardArnault isn’t “buying back” shares as this implies that #LVMH is purchasing shares that it had previously issued. Instead, Arnault is purchasing them personally through his family holding company Financiere Agache.

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@HiddenValueGems @SteadyCompound The Arnault family receives close to €3bn in annual dividends from LVMH. I think this is simply a dividend reinvestment instead of some margin call. What else would a super rich, but financially savvy person (who also strongly believes in his business) do with close to €3bn

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Bernard Arnault Tracker

@ArnaultTracker

1 year

2Q 2023 financial results for #LVMH are out. Revenue 42.2bn 17% Revenue growth in Q2 $MC $LVMUY $LVMHF $EWQ

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@Loris_Dalleau Étant donné que il a acheté ces actions pour un prix moyen de €816 c’est un bonne moment de acheter $MC pour un prix plus favourable. $LVMH

Bernard Arnault Tracker

@ArnaultTracker

1 year

#BernardArnault personally purchased EUR €94 Million of #LVMH shares between July 28 and August 9 for an average price of €816 per share in the open market. Insiders might sell their shares for any number of reasons, but they buy them for only one $LVMH $MC $LVMUY $LVMHF

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Bernard Arnault Tracker

@ArnaultTracker

1 year

@dividend_grow Insiders sell for many reasons but buy for only one

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