Lvmh Moet Hennessy Louis Vuitton Se · EURONEXT:MC
Lvmh Moet Hennessy Louis Vuitton — LVMH Moët Hennessy - Louis Vuitton — Q3 2026 Earnings Presentation
28 slides from Lvmh Moet Hennessy Louis Vuitton's earnings presentation, Oct 12, 2026
Slide 1: Christian Dior Q3 2026 revenue
Christian Dior Q3 2026 revenue October 12, 2026
Slide 2: Disclaimer
This document may contain certain forward looking statements which are based on estimations and forecasts . By their nature, these forward looking statements are subject to important risks and uncertainties and factors beyond our control or ability to predict, in particular those described in LVMH’s
Slide 3: Revenue growth in Q3
Revenue growth in Q3 Wines & Spirits +1% Strong organic growth Fashion & Leather Goods Q3 ORGANIC REVENUE Impact of weaker macro - Sephora CHANGE economic environment in China Strong growth vs Q3 2025 Good momentum of creative renewal Good momentum across geographies and brands Strong performance of
Slide 4: Organic growth over 9 months
Organic growth over 9 months 9 months 2026 evolution of revenue (in million of euros) Perimeter Organic growth Currency effect impact 58 090 57 148 +2% - 1% - 3% - 2% 9M 2025 9M 2026 4 Q3 2026 revenue
Slide 5: Balanced geographic revenue mix
Balanced geographic revenue mix 9 months 2026 revenue breakdown by region (in % of total revenue) 57.1 bn€ REVENUE FRANCE UNITED STATES 8% 25% vs 8% over 9M 2025 vs 25% over 9M 2025 JAPAN 8% vs 8% over 9M 2025 OTHER MARKETS EUROPE (excl . France) ASIA (excl . Japan) 14% 18% 27% vs 14% over 9M 2025 v
Slide 6: Organic revenue growth in key regions over 9 months
Organic revenue growth in key regions over 9 months Quarterly organic revenue change by region (in %) , versus same period of 2025 Q1 2026 Q2 2026 Q3 2026 9M 2026 United States Japan Asia (excl. Japan) Europe +14% +7% +6% + 6% + 5% + 5% + 4% +4% + 4% +3% + 3% 0% 0% - 3% - 3% - 5% 6 Q3 2026 revenue
Slide 7: Business groups review
Business groups review Louis Vuitton
Slide 8: Wines & Spirits
BUSINESS GROUPS REVIEW Wines & Spirits Hennessy 8 Q3 2026 revenue
Slide 9: Wines & Spirits – Continued growth in Q3
Wines & Spirits – Continued growthin Q3 Wines & Spirits - 9 months evolution of revenue (in million of euros) Champagne & Wines Perimeter Organic growth Currency effect impact Cognac & Spirits 3 917 4 027 0% - 2% +5% 1 759 1 798 +3% 2 159 2 229 9M 2025 9M 2026 9 Q3 2026 revenue — Wines & Spirits
Slide 10: Wines & Spirits – Continued positive momentum
Wines & Spirits – Continued positive momentum REVENUE REVENUE CHAMPAGNE COGNAC & WINES & SPIRITS +6% +4% Organic Organic for 9M 2026 for 9M 2026 vs 9M 2025 vs 9M 2025 Champagne & Wines Cognac & Spirits ⎯ Solid growth in Champagne ⎯ Positive momentum for Hennessy in China ⎯ Good momentum in Rosé ⎯ Su
Slide 11: Fashion & Leather Goods
BUSINESS GROUPS REVIEW Fashion & Leather Goods Louis Vuitton 11 Q3 2026 revenue
Slide 12: Fashion & Leather Goods – Solid growth in US, weaker Chinese demand
Fashion & Leather Goods – Solid growth in US, weaker Chinese demand Fashion & Leather Goods - 9 months evolution of revenue (in million of euros) Perimeter Currency effect Organic growth 27 611 impact 26 391 - 2% 0% - 2% - 4% 9M 2025 9M 2026 12 Q3 2026 revenue — Fashion & Leather Goods
Slide 13: Fashion & Leather Goods – Encouraging momentum of creative renewal
Fashion & Leather Goods – Encouraging momentum of creative renewal Louis Vuitton Christian Dior Couture Loro Piana Good growth; immersive setting in Milan for its new Solutions collection and new center of knitwear excellence inaugurated in Ghemme ⎯ Success of recently launched bags ⎯ Good growth ov
Slide 14: Perfumes & Cosmetics
BUSINESS GROUPS REVIEW Perfumes & Cosmetics Parfums Christian Dior 14 Q3 2026 revenue
Slide 15: Perfumes & Cosmetics – Stable organic revenue
Perfumes& Cosmetics – Stable organic revenue Perfumes & Cosmetics - 9 months evolution of revenue (in million of euros) Perimeter Currency effect Organic growth impact 6 040 5 922 0% 0% - 2% - 2% 9M 2025 9M 2026 15 Q3 2026 revenue — Perfumes & Cosmetics
Slide 16: Perfumes & Cosmetics – Good performance of historic Maisons
Perfumes& Cosmetics – Good performance of historic Maisons Christian Dior Guerlain Launch of L’Heure Bleue; good results of Rouge G lipstick and Orchidée Impériale skincare ⎯ Solid growth for J’Adore Intense, Addict and Sauvage Extrait fragrances Parfums Givenchy Development of L’Interdit ⎯ Success
Slide 17: Watches & Jewelry
BUSINESS GROUPS REVIEW Watches & Jewelry EN ATTENTE DE L PHOTO 17 Q3 2026 revenue Bvlgari
Slide 18: Watches & Jewelry – Strong organic revenue growth
Watches & Jewelry – Strong organic revenue growth Watches & Jewelry - 9 months evolution of revenue (in million of euros) Perimeter Currency effect Organic growth impact 7 725 7 409 +8% 0% - 4% +4% 9M 2025 9M 2026 18 Q3 2026 revenue — Watches & Jewelry
Slide 19: Watches & Jewelry – Excellent performance in Jewelry
Watches & Jewelry – Excellent performance in Jewelry Tiffany & Co. Bvlgari TAG Heuer Strong visibility during the Spanish F1 Grand Prix in Madrid ⎯ Ongoing success and development of iconic lines ⎯ Broad - based success of iconic collections Hublot Collaboration with Jeff Koons ⎯ Blue Book 2026 Hidd
Slide 20: Selective Retailing
BUSINESS GROUPS REVIEW Selective Retailing 20 Q3 2026 revenue Sephora
Slide 21: Selective Retailing – Strong momentum
SelectiveRetailing – Strong momentum Selective Retailing - 9 months evolution of revenue (in million of euros) Perimeter Organic growth Currency effect impact 12 613 12 476 +6% - 4% - 3% - 1% 9M 2025 9M 2026 21 Q3 2026 revenue — Selective Retailing
Slide 22: Selective Retailing – Strong growth for Sephora; sale of assets by DFS
SelectiveRetailing – Strong growth for Sephora; sale of assets by DFS Sephora Le Bon Marché ⎯ Strong growth in key regions ⎯ Continued commercial success ⎯ Solid momentum across both iconic and emerging brands ⎯ Rich array of artistic and cultural events ⎯ Market entries in Belgium and Croatia ⎯ New
Slide 23: Conclusion
Christian Dior Conclusion
Slide 24: 2026 outlook: Further strengthen our icons and enhance brand desirability
2026 outlook: Further strengthen our icons and enhance brand desirability Creativity Agility Strengthening of icons Operational efficiency New in - store experiences Entrepreneurial spirit Desirability Excellence Continued creative renewal Development Commitment of craftmanship to the highest qualit
Slide 25: Annex
ChristianDior Annex Christian Dior
Slide 26: Organic revenue change by region and by quarter
Organic revenue change by region and by quarter (in %) 2026 vs 2025 Q1 2026 Q2 2026 H1 2026 Q3 2026 9M 2026 United States +3% +6% +4% +5% +4% Japan - 3% +14% +5% +6% +5% Asia (excl. Japan) +7% +4% +6% - 5% +3% Europe - 3% 0% - 1% +4% 0% Total LVMH +1% +3% +2% +1% +2% 2025 vs 2024 Q1 2025 Q2 2025 H1
Slide 27: Organic revenue change by business group and by quarter
Organic revenue change by business group and by quarter (in %) 2026 vs 2025 Q1 2026 Q2 2026 H1 2026 Q3 2026 9M 2026 Wines & Spirits +5% +5% +5% +6% +5% Fashion & Leather Goods - 2% +1% - 1% - 5% - 2% Perfumes & Cosmetics 0% - 1% 0% +1% 0% Watches & Jewelry +7% +11% +9% +6% +8% Selective Retailing +4
Slide 28: Revenue by business group and by quarter
Revenue by business group and by quarter (in million of euros) Champagne Cognac & Wines & Fashion & Perfumes & Watches & Selective Other activities & 2026 & Wines Spirits Spirits Leather Goods Cosmetics Jewelry Retailing eliminations Total Q1 2026 663 610 1 273 9 247 2 038 2 443 4 048 72 19 121 Q2 2
LVMH Moët Hennessy - Louis Vuitton — Q3 2026 Earnings Presentation on 6ix