LVMH Moet Hennessy Louis Vuitton SE · EURONEXT:MC
LVMH Moet Hennessy Louis Vuitton — Q1 2012 Earnings Presentation
8 slides from LVMH Moet Hennessy Louis Vuitton's earnings presentation, Apr 18, 2012
Slide 1: LVMH Q1 2012 Revenue
LVMH Q1 2012 Revenue April 18, 2012 Q1 2012 revenue highlights Double-digit organic revenue growth Stronger growth over already solid Q4 2011 Positive currency impact Continued double-digit growth at Louis Vuitton All key regions showing positive trends • US and Asia performing strongly • Japan – re
Slide 2: Q1 2012 revenue and revenue by region
Q1 2012 revenue - In millions of Euros Organic Structure Currency 6 582 5 247 +14% +7% + 4% Q1 2011 Q1 2012 The determination of constant structure and currency impacts is presented in the Document de Référence 2011 on page 27 3 Q1 2012 revenue by region - In Euros United States (inc. Hawaii) 22% Eu
Slide 3: Revenue change by region; Wines & Spirits
Revenue change by region Evolution in local currencies versus same period of 2011 (on a same structure basis) LVMH Group Q1 2012 US* + 16 % Japan + 12 % Asia + 17 % Europe + 10 % * excl. Hawaii 5 Wines & Spirits Q1 2012 revenue - In millions of Euros Champagne & Wines Cognac & Spirits Organic Struct
Slide 4: Wines & Spirits Q1 2012 highlights; Fashion & Leather Goods
Wines & Spirits Q1 2012 highlights Main growth regions in local currencies: Asia up 24%, Europe up 16%, Japan up 25% Champagne and Wines Champagne volumes up 5 % Solid performance in Europe and Asia Continued progress of prestige cuvées Good start to the year for the Wines segment Cognac and Spirits
Slide 5: Fashion & Leather Goods Q1 2012 highlights; Perfumes & Cosmetics
Fashion & Leather Goods Q1 2012 highlights Main growth regions in local currencies: US up 18%, Europe up 12%, Japan up 11% Louis Vuitton: double-digit revenue growth Steady growth for historic Monogram and Damier lines Good performance of new colors in the Epi line Strengthened brand’s image through
Slide 6: Perfumes & Cosmetics Q1 2012 highlights; Watches & Jewelry
Perfumes & Cosmetics Q1 2012 highlights Main growth regions in local currencies: Asia up 15%, US up 27% Parfums Christian Dior: continued good momentum of J’adore, Miss Dior and Dior Homme iconic fragrances Guerlain: successful launch of La Petite Robe Noire perfume and solid performance of Orchidée
Slide 7: Watches & Jewelry Q1 2012 highlights; Selective Retailing
Watches & Jewelry Q1 2012 highlights Main growth regions in local currencies: Asia up 18%, US up 12%, Europe up 29%, Japan up 21% Record orders at combined Geneva/Baselworld fairs Continued focus on industrial integration TAG Heuer: Introduction of Link Lady with Cameron Diaz Hublot: Continued succe
Slide 8: Selective Retailing highlights; Q1 2012 revenue summary
Selective Retailing Q1 2012 highlights Main growth regions in local currencies: Asia up 26%, Europe up 10%, US up 18% DFS Continued strong momentum in tourist flows, especially in Asian destinations Expansion of product offering and customer services Excellent performance in Hong Kong, Macau and Sin
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