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Louis Vuitton's Keeper Watch Features a Diamond-Clad Eye-Shaped Design

Louis Vuitton's Keeper Watch Features a Diamond-Clad Eye-Shaped Design

Hypebeast04-06-2025
Summary
Louis Vuittonhas unveiled its Virtuosity High Jewelry collection for Summer 2025, celebrating the Maison's artistry and craftsmanship in fine jewelry-making. Comprising 110 unique pieces, the collection is divided into 12 themes across two distinct universes: The World of Mastery and The World of Creativity. Each design showcases intricate craftsmanship and innovative storytelling, reinforcing the Maison's legacy of luxury and exceptional savoir-faire.
Among the standout creations is the Keeper series, which expands on the theme of protecting wisdom and expertise, introducing the watchful eye motif as a symbol of knowledge and vision. This unisex lineup includes necklaces, eye-shaped brooches and the exquisite Keeper Watch, each meticulously designed to embody the fusion of artistry and symbolism.
The Keeper Watch features an elegant, eye-shaped silhouette, blending avant-garde design with timeless luxury. Encased in white gold and adorned with diamonds, its rhombus-framed dial sits within a circular case, entirely covered in snow-set diamonds. The timepiece is completed with leaf-shaped hour and minute hands in white gold, while bezel and custom-set diamonds surround the watch face. Enhancing the eye-like structure, pavé diamonds line the outer edges, creating a mesmerizing and radiant composition.
Separating the eye-shaped case from its bracelet, two yellow gold accent pieces, each featuring two set diamonds, add a refined contrast to the design. The Keeper Watch exemplifies Louis Vuitton's dedication to innovation and elegance, seamlessly blending symbolism, craftsmanship and luxury in a truly striking timepiece.
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Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery
Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery

Yahoo

time2 days ago

  • Yahoo

Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery

Louis Vuitton Moet Hennessy, the $250 billion luxury giant behind names like Christian Dior, Louis Vuitton, Tiffany & Co., and Dom Perignon, has seen its stock fall roughly 48% from its all-time highs of 901.00 EUR a share to 470.00 EUR currently. The pullback has largely been pinned on fears surrounding a slowing Chinese economy and broader luxury demand fatigue. But the market may be mispricing LVMH's resilience, its global diversification, and its embedded dominance across fashion, leather goods, wines, spirits, watches, cosmetics, and more. The stock is an exceptional buy at such low valuations with risk return skewed heavily to the upside. Louis Vuitton is astonishing in its scope and operates a diversified portfolio of exceptionally strong brands. Louis Vuitton Owned Brands ( ) In the earnings report today for the first half of 2025, it was known going into the call that luxury markets are in a severe glut, the decline in revenues for LVMH were relatively subdued at only a 4% decline year over year. From a financial perspective this is not an especially dire outcome for a company and given consumer confidence imploding earlier this year and the 39.8B EUR revenue + minor decline is if anything a sign of resilience in the face of significant fear. Misunderstood China Risk The biggest overhang on LVMH's valuation has been China. Chinese consumers account for 20 to 30% of global luxury spending, depending on currency exchange. The narrative is simple: China is slowing, consumer confidence is low, youth unemployment is stubbornly high, and debt capital markets are still shaky. This thesis, paired with worries over rising tariffs and geopolitical tensions, have led investors to price in prolonged weakness for luxury houses with large Chinese exposure. The reality is, China has an aspiring middle class and consumers who are just as likely to enjoy luxury goods and nice things and through LVMH you get exposure to their wealth without the "baggage" and downsides of investing directly in a Chinese company. The concept of an extremely long term decline in luxury purchases in my view is not especially realistic, there is cyclical flows to discretionary purchases and recovery is seen in times of strong economic activity. But this fear is starting to look stale. China's economy posted a 5.4% YoY GDP growth rate in Q1 2025, beating expectations and signaling green shoots of recovery. Even if growth slows in coming quarters, there's reason to believe stimulus and monetary easing from the People's Bank of China (with 3% short term rates) will be employed to counteract any downside, particularly in response to U.S.-imposed tariffs. In effect, the Chinese consumer may be in better shape than headlines suggest and LVMH is perfectly positioned to benefit when spending picks up. Moreover, if geopolitical tensions continue to strain U.S. China relations, it's plausible that China redirects some of its economic and cultural alignment more heavily toward the European Union. LVMH, as a French albeit globally integrated company, may ironically stand to gain from the very tensions the market fears and trade between these markets would not be subject to significant tariffs. Dominance and Diversification: Trading at a Discount At a current price of $470 for a relative comparison to its all time highs of 901.00 EUR a share, the stock appears undervalued based on a DCF with conservative estimates. The estimates utilized in the DCF are an EPS of 26.40 EUR which was arrived at by taking first half eps of 11.4 EUR and imputing a second half (typically 60-65% of revenue falls within H2 and earnings ~30% stronger due to holiday season spending) Using a 7% discount rate, 5% growth for five years tapering to 3% long-term (significantly lower than historical averages), the 1-year intrinsic value is estimated at $652.31. This implies a justified 1 year P/E of 24.34 and a potential 37% upside towards intrinsic value. While this DCF may not reflect reality, the conservative inputs would likely be surpassed given LVMH's operational history and the company especially shines in periods of excess/consumer growth. DCF: Louis Vuitton Moet Hennessy (EUR): What many overlook is how diversified LVMH really is. This isn't just a handbag business or Louis Vuitton itself, it's a vertically integrated machine of luxury across multiple segments. Its Fashion & Leather Goods segment remains its crown jewel, but the Wines & Spirits, Selective Retailing (think Sephora), and Watches & Jewelry segments add significant revenue diversification. In fact, despite the slowdown in China, the U.S. and European consumer have shown pockets of resilience, and tourist spending in key cities like Paris and Milan has begun to rebound. With expected earnings per share of 26.4 in 2025, LVMH is currently trading around 17x earnings, incredibly cheap for a company with this level of brand moat and margin stability. Historically, LVMH has traded closer to 2430x earnings during more normalized periods of demand and sentiment, and with both Louis Vuitton and Moet Chandon being roughly 200 year old companies, its clear they are capable of standing the test of time. Macro Tailwinds and Currency Hedge Beyond fundamentals, LVMH offers something rare for US based investors: real Euro denominated income and exposure to a strengthening foreign currency. The U.S. dollar has shown signs of peaking, especially as markets begin to price in Federal Reserve rate cuts in late 2025. In contrast, the Euro has gained strength on the back of resilient EU economic data and macroeconomic factors. That means LVMH's dividend which is paid in Euro serves not just as yield, but as a subtle hedge against dollar debasement. In a portfolio heavily tied to U.S. assets, that foreign currency exposure matters (note French dividend withholding would apply). For an investor seeking an overlay for returns, executing a carry trade with the Euro (~3.5% libor rates) during times of outsized exchange rates would amplify returns related to the Louis Vuitton investment albeit with the risk of the US dollar remaining weak in the longer term. Relatively Strong Earnings & A Buying Opportunity The reality is LVMH doesn't need China to be perfect to outperform. Even modest recovery, paired with strength in the U.S. and Europe and tourist demand returning to pre COVID levels, could deliver robust earnings growth. A reasonable estimate for forecast revenue growth to return to mid single digits in H2 2025 and roughly 30 EPS for 2026 based on commentary and past performance in a regime of lower inflation. Luxury remains one of the most defensible business models on the planet, price inelasticity, extreme brand loyalty, and high gross margins all contribute. But what makes LVMH special is its balance: the group isn't reliant on a single product, region, or trend. It owns the entire value chain of luxury and in a world where wealth continues to concentrate, the company's core customer base is still growing. LVMH is also uniquely positioned as a defensive play against escalating tariff fears thanks to its truly global footprint. This global diversification cushions the company from shocks in any single market and reduces dependency on U.S.-China trade flows. Even if tariffs escalate between Washington and Beijing, LVMH's robust European and emerging market demand can act as a counterbalance. Its supply chains are also strategically spread across multiple continents, limiting vulnerability to any one country's policy shifts. This kind of geographic insulation is rare in luxury and makes LVMH more resilient than most in the face of rising protectionism. Risks and Geopolitical Concerns: LVMH faces risk from economic slowdowns, particularly in major markets like China, which account for a large portion of global luxury demand. When economic conditions weaken or consumer confidence dips, discretionary spending on high-end goods tends to decline at much higher rates than essentials. This can directly impact LVMH's sales across segments such as fashion, cosmetics, and jewelry. A slowdown in China, where luxury consumption is closely tied to income growth and social mobility, can have an outsized effect on revenue, leaving the company vulnerable to domestic policy changes and global macroeconomic shocks. While LVMH is lobbying through EU channels and exploring local production options, any sustained tariff pressure could dent margins and slow growth in the near term. The stronger Euro and increases in relative exchange rates could reduce profits when converting foreign sales while making European goods more costly. Even though LVMH is a strong company, these risks can affect its results in the short term. Final Take At today's valuation, in my opinion LVMH stock is pricing in prolonged pessimism, although when fear fades and earnings normalize, the rebound could be sharp. With a 40%+ upside just to return to historical multiples, plus currency tailwinds and a dividend yield north of 2%, patient investors may be looking at a rare opportunity to buy the world's most dominant luxury empire at a significant discount. This article first appeared on GuruFocus.

Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery
Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery

Yahoo

time2 days ago

  • Yahoo

Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery

Louis Vuitton Moet Hennessy, the $250 billion luxury giant behind names like Christian Dior, Louis Vuitton, Tiffany & Co., and Dom Perignon, has seen its stock fall roughly 48% from its all-time highs of 901.00 EUR a share to 470.00 EUR currently. The pullback has largely been pinned on fears surrounding a slowing Chinese economy and broader luxury demand fatigue. But the market may be mispricing LVMH's resilience, its global diversification, and its embedded dominance across fashion, leather goods, wines, spirits, watches, cosmetics, and more. The stock is an exceptional buy at such low valuations with risk return skewed heavily to the upside. Louis Vuitton is astonishing in its scope and operates a diversified portfolio of exceptionally strong brands. Louis Vuitton Owned Brands ( ) In the earnings report today for the first half of 2025, it was known going into the call that luxury markets are in a severe glut, the decline in revenues for LVMH were relatively subdued at only a 4% decline year over year. From a financial perspective this is not an especially dire outcome for a company and given consumer confidence imploding earlier this year and the 39.8B EUR revenue + minor decline is if anything a sign of resilience in the face of significant fear. Misunderstood China Risk The biggest overhang on LVMH's valuation has been China. Chinese consumers account for 20 to 30% of global luxury spending, depending on currency exchange. The narrative is simple: China is slowing, consumer confidence is low, youth unemployment is stubbornly high, and debt capital markets are still shaky. This thesis, paired with worries over rising tariffs and geopolitical tensions, have led investors to price in prolonged weakness for luxury houses with large Chinese exposure. The reality is, China has an aspiring middle class and consumers who are just as likely to enjoy luxury goods and nice things and through LVMH you get exposure to their wealth without the "baggage" and downsides of investing directly in a Chinese company. The concept of an extremely long term decline in luxury purchases in my view is not especially realistic, there is cyclical flows to discretionary purchases and recovery is seen in times of strong economic activity. But this fear is starting to look stale. China's economy posted a 5.4% YoY GDP growth rate in Q1 2025, beating expectations and signaling green shoots of recovery. Even if growth slows in coming quarters, there's reason to believe stimulus and monetary easing from the People's Bank of China (with 3% short term rates) will be employed to counteract any downside, particularly in response to U.S.-imposed tariffs. In effect, the Chinese consumer may be in better shape than headlines suggest and LVMH is perfectly positioned to benefit when spending picks up. Moreover, if geopolitical tensions continue to strain U.S. China relations, it's plausible that China redirects some of its economic and cultural alignment more heavily toward the European Union. LVMH, as a French albeit globally integrated company, may ironically stand to gain from the very tensions the market fears and trade between these markets would not be subject to significant tariffs. Dominance and Diversification: Trading at a Discount At a current price of $470 for a relative comparison to its all time highs of 901.00 EUR a share, the stock appears undervalued based on a DCF with conservative estimates. The estimates utilized in the DCF are an EPS of 26.40 EUR which was arrived at by taking first half eps of 11.4 EUR and imputing a second half (typically 60-65% of revenue falls within H2 and earnings ~30% stronger due to holiday season spending) Using a 7% discount rate, 5% growth for five years tapering to 3% long-term (significantly lower than historical averages), the 1-year intrinsic value is estimated at $652.31. This implies a justified 1 year P/E of 24.34 and a potential 37% upside towards intrinsic value. While this DCF may not reflect reality, the conservative inputs would likely be surpassed given LVMH's operational history and the company especially shines in periods of excess/consumer growth. DCF: Louis Vuitton Moet Hennessy (EUR): What many overlook is how diversified LVMH really is. This isn't just a handbag business or Louis Vuitton itself, it's a vertically integrated machine of luxury across multiple segments. Its Fashion & Leather Goods segment remains its crown jewel, but the Wines & Spirits, Selective Retailing (think Sephora), and Watches & Jewelry segments add significant revenue diversification. In fact, despite the slowdown in China, the U.S. and European consumer have shown pockets of resilience, and tourist spending in key cities like Paris and Milan has begun to rebound. With expected earnings per share of 26.4 in 2025, LVMH is currently trading around 17x earnings, incredibly cheap for a company with this level of brand moat and margin stability. Historically, LVMH has traded closer to 2430x earnings during more normalized periods of demand and sentiment, and with both Louis Vuitton and Moet Chandon being roughly 200 year old companies, its clear they are capable of standing the test of time. Macro Tailwinds and Currency Hedge Beyond fundamentals, LVMH offers something rare for US based investors: real Euro denominated income and exposure to a strengthening foreign currency. The U.S. dollar has shown signs of peaking, especially as markets begin to price in Federal Reserve rate cuts in late 2025. In contrast, the Euro has gained strength on the back of resilient EU economic data and macroeconomic factors. That means LVMH's dividend which is paid in Euro serves not just as yield, but as a subtle hedge against dollar debasement. In a portfolio heavily tied to U.S. assets, that foreign currency exposure matters (note French dividend withholding would apply). For an investor seeking an overlay for returns, executing a carry trade with the Euro (~3.5% libor rates) during times of outsized exchange rates would amplify returns related to the Louis Vuitton investment albeit with the risk of the US dollar remaining weak in the longer term. Relatively Strong Earnings & A Buying Opportunity The reality is LVMH doesn't need China to be perfect to outperform. Even modest recovery, paired with strength in the U.S. and Europe and tourist demand returning to pre COVID levels, could deliver robust earnings growth. A reasonable estimate for forecast revenue growth to return to mid single digits in H2 2025 and roughly 30 EPS for 2026 based on commentary and past performance in a regime of lower inflation. Luxury remains one of the most defensible business models on the planet, price inelasticity, extreme brand loyalty, and high gross margins all contribute. But what makes LVMH special is its balance: the group isn't reliant on a single product, region, or trend. It owns the entire value chain of luxury and in a world where wealth continues to concentrate, the company's core customer base is still growing. LVMH is also uniquely positioned as a defensive play against escalating tariff fears thanks to its truly global footprint. This global diversification cushions the company from shocks in any single market and reduces dependency on U.S.-China trade flows. Even if tariffs escalate between Washington and Beijing, LVMH's robust European and emerging market demand can act as a counterbalance. Its supply chains are also strategically spread across multiple continents, limiting vulnerability to any one country's policy shifts. This kind of geographic insulation is rare in luxury and makes LVMH more resilient than most in the face of rising protectionism. Risks and Geopolitical Concerns: LVMH faces risk from economic slowdowns, particularly in major markets like China, which account for a large portion of global luxury demand. When economic conditions weaken or consumer confidence dips, discretionary spending on high-end goods tends to decline at much higher rates than essentials. This can directly impact LVMH's sales across segments such as fashion, cosmetics, and jewelry. A slowdown in China, where luxury consumption is closely tied to income growth and social mobility, can have an outsized effect on revenue, leaving the company vulnerable to domestic policy changes and global macroeconomic shocks. While LVMH is lobbying through EU channels and exploring local production options, any sustained tariff pressure could dent margins and slow growth in the near term. The stronger Euro and increases in relative exchange rates could reduce profits when converting foreign sales while making European goods more costly. Even though LVMH is a strong company, these risks can affect its results in the short term. Final Take At today's valuation, in my opinion LVMH stock is pricing in prolonged pessimism, although when fear fades and earnings normalize, the rebound could be sharp. With a 40%+ upside just to return to historical multiples, plus currency tailwinds and a dividend yield north of 2%, patient investors may be looking at a rare opportunity to buy the world's most dominant luxury empire at a significant discount. This article first appeared on GuruFocus. Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données

Dior data breach exposes US customers' personal information
Dior data breach exposes US customers' personal information

Fox News

time31-07-2025

  • Fox News

Dior data breach exposes US customers' personal information

Data breaches aren't confined to tech giants or financial institutions anymore. Industries like healthcare, retail and even food and beverage have increasingly found themselves under attack. Now, luxury fashion joins the list. Global fashion brand Dior is notifying U.S. customers of a data breach that occurred in May, exposing personal information during a cybersecurity incident. The compromised data includes contact numbers, home addresses and, in some cases, even government-issued IDs. Sign up for my FREE CyberGuy ReportGet my best tech tips, urgent security alerts and exclusive deals delivered straight to your inbox. Plus, you'll get instant access to my Ultimate Scam Survival Guide — free when you join my Dior has begun notifying U.S. customers of a data breach that exposed sensitive personal information after a cybersecurity incident earlier this year. In a notification letter, the French brand says the breach occurred Jan. 26, 2025, but wasn't discovered until more than three months later, on May 7. "The House of Dior recently discovered that an unauthorized external party accessed some of the data we hold for our Dior Fashion and Accessories customers. We immediately took steps to contain this incident," the company told CyberGuy in a statement. The compromised data includes names, contact details, physical addresses, dates of birth and, in some cases, passport or government-issued ID numbers. Social Security numbers were also exposed for a subset of affected individuals. The company, part of the LVMH luxury group, clarified that no payment or financial data was stored in the affected systems. "No payment information, including bank account or payment card information, was contained in the database accessed," the company said, adding that law enforcement has been notified, and third-party cybersecurity experts were brought in to investigate. Although the breach occurred in January and was discovered in early May, customers were not notified until late July, raising questions about the delay. This gap between detection and disclosure is drawing attention, especially given the sensitive nature of the data involved. The incident mirrors a previously reported breach involving Dior customers in South Korea and China. At the time, Dior did not mention any impact in the U.S., but the timeline aligns. Moreover, its sibling brand Louis Vuitton, also owned by LVMH, recently disclosed similar breaches affecting customers in the U.K., Turkey and South Korea. Dior has not confirmed how many U.S. customers were affected or the full scale of the breach. However, BleepingComputer reports that the same attack targeted Dior and Louis Vuitton. Investigators have tentatively linked the breach to the ShinyHunters extortion group, which reportedly accessed the data through a compromised third-party vendor. ShinyHunters has a history of targeting large organizations and selling stolen data on hacking forums. If the group is indeed responsible, further disclosures from other LVMH brands could follow. Louis Vuitton may soon notify U.S. customers if their data was similarly exposed. If you received a notification, or even if you didn't, it's a smart idea to take proactive steps now to safeguard your identity. Here are five ways to stay protected: The Dior data breach leaked loads of information, and all this could end up in the public domain, which essentially gives anyone an opportunity to scam you. One proactive step is to consider a personal data removal service. This kind of service specializes in continuously monitoring and removing your information from various online databases and websites. While no service promises to remove all your data from the internet, having a removal service is great if you want to constantly monitor and automate the process. Check out my top picks for data removal services and get a free scan to find out if your personal information is already out on the web by visiting a free scan to find out if your personal information is already out on the web: Since the Dior data breach exposed personal information, stay proactive against identity theft. The best way to do that is to use an identity theft protection service. These services send you real-time alerts about suspicious activity, such as new credit inquiries or attempts to open accounts in your name. Beyond monitoring, many identity theft protection companies provide dedicated recovery specialists who assist you in resolving fraud issues. See my tips and best picks on how to protect yourself from identity theft at Hackers have people's email addresses and full names, which makes it easy for them to send you a phishing link that installs malware and steals all your data. These messages are socially engineered to catch them, and catching them is nearly impossible if you're not careful. However, you're not without defenses. For the best antivirus protection in 2025, visit While passwords weren't part of the data breach, you still need to enable two-factor authentication (2FA). It gives you an extra layer of security on all your important accounts, including email, banking and social media. Bad actors may also try to scam you through snail mail. The data leak gives them access to your address. They may impersonate people or brands you know and use themes that require urgent attention. This includes missed deliveries, account suspensions and security alerts. Cyberattacks in the fashion world aren't new. Luxury brands face bigger risks due to their wealthy, high-profile clients. Lawmakers are calling for stronger privacy laws and regulations. The breach shows how dangerous supply chain attacks are now. Dior is still handling the aftermath of the breach while customers are asking how their data got exposed. Many wonder if the industry can truly protect their information. Do you think companies that collect your data are doing enough to protect it? Let us know by writing us at Sign up for my FREE CyberGuy ReportGet my best tech tips, urgent security alerts and exclusive deals delivered straight to your inbox. Plus, you'll get instant access to my Ultimate Scam Survival Guide — free when you join my Copyright 2025 All rights reserved.

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