Lvmh Moet Hennessy Louis Vuitton Se · EURONEXT:MC
Lvmh Moet Hennessy Louis Vuitton — LVMH Moët Hennessy - Louis Vuitton — Q3 2025 Earnings Presentation
29 slides from Lvmh Moet Hennessy Louis Vuitton's earnings presentation, Oct 14, 2025
Slide 1: Q3 2025 revenue
= Q3 2025 revenue October 14, 2025 d
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: Improved trends in Q3 driven by solid local demand
Improved trends in Q3 driven by solid local demand
Slide 4: Change in revenue over the first nine months of 2025
Change in revenue over the first nine months of 2025 (in million of euros)
Slide 5: Balanced geographic revenue mix
Balanced geographic revenue mix 58.1 bn€ 9 months 2025 revenue breakdown by region (in % of total revenue) REVENUE FRANCE UNITED STATES 8% 0 25 % vs 8% over 9M 2024 vs 25% over 9M 2024 /* ans SF OE—EES JAPAN wa 8% vs 9% over 9M 2024 y . OTHER MARKETS EUROPE (excl. France) ASIA (excly 14% 18% 27% vs
Slide 6: Improved trends in Q3 in all regions, while Europe broadly stable
Improved trends in Q3 in all regions, while Europe broadly stable (in %)
Slide 7: Improved trends in Q3 in all business groups
Improved trends in Q3 in all business groups (in %)
Slide 8: Business groups review
Slide 9: Wines & Spirits Q3 2025 revenue
9 Q3 2025 revenue 2 al
Slide 10: Wines & Spirits versus 9M 2024
versus 9M 2024 (in million of euros) Champagne & Wines Cognac & Spirits 10
Slide 11: Wines & Spirits — Resilience of Champagne, soft consumer demand for Cognac
Wines & Spirits — Resthence of Champagne, soft consumer demand for Cognac Champagne & Wines — Improved trends for Champagne ~ Good performance of Provence rosé wines ~ Moét & Chandon showeased at Formula | in Spa & Monza and at Tennis US Open. ~ Veuve Clicquot La Grande Dame 2018 Limited Edition by
Slide 12: Fashion & Leather Goods Q3 2025 revenue
Fashion & Leather Goods 12 Q3 2025 revenue
Slide 13: Fashion & Leather Goods versus 9M 2024
versus 9M 2024 (in million of euros)
Slide 14: Fashion & Leather Goods — Successful debut collections; improved trends driven by local customers
Fashion & Leather Goods — Successful debut collections; improved trends driven by local customers Louis Vuitton Christian Dior Couture ~ Desirable fashion shows by Nicolas ~ Inspiring first fashion shows designed by Ghesquiére and Pharrell Williams ~ Successful launch of iconic products Jonathan And
Slide 15: Perfumes & Cosmetics Q3 2025 revenue
BUSINESS GROUPS REVIEW Perfumes & Cosmetics as Q3 2025 revenue sora We suuosernitir,
Slide 16: Perfumes & Cosmetics versus 9M 2024
versus 9M 2024 (in million of euros)
Slide 17: Perfumes & Cosmetics — Sustained innovation and ongoing selective retail approach
Perfumes & Cosmetics — Sustained innovation and ongoing selective retail approach Guerlain New scents in the Agua Allegoria line and Maison Francis Upcoming exhibition Perfume, Sculpture of the LArt& La Matiére collection; successful Kurkdjian the Invisible in the Palais de Tokyo in Paris relaunch o
Slide 18: Watches & Jewelry
Watches & Jewelry
Slide 19: Watches & Jewelry organic revenue up 1% versus 9M 2024
Watches & Jewelry organic revenue up 1% versus 9M 2024 Watches & Jewelry - 9 months evolution of revenue (in million of euros) Organic growth Structure impact Currency effect 7536 + 1% 0% - 3% - 2% 9M 2024 9M 2025 Organic growth Q3: + 2% 19 Q3 2025 revenue — Watches & Jewelry LVMH
Slide 20: Watches & Jewelry – Sustained innovation in jewelry and watches; ongoing renovation of Tiffany & Co. stores
Watches & Jewelry – Sustained innovation in jewelry and watches; ongoing renovation of Tiffany & Co. stores ⎯ ⎯ ⎯ ⎯ ⎯
Slide 21: Selective Retailing
Selective Retailing
Slide 22: Selective Retailing organic revenue up 3% versus 9M 2024
Selective Retailing organic revenue up 3% versus 9M 2024 Selective Retailing - 9 months evolution of revenue (in million of euros) Organic growth Structure impact Currency effect 12559 — “seme ° + 2% 0% - 3% 0% 9M 2024 Organic growth Q3: + 7% 22 | Q3 2025 revenue— Selective Retailing 12 613 9M 2025
Slide 23: Selective Retailing - Ongoing sustained growth for Sephora; continued improvement at DFS
Selective Retailing - Ongoing sustained growth for Sephora; continued smprovement at DFS Sephora ~ Solid growth across key regions with market share gains — Good momentum in stores ~ Continued focus on product differentiation; record launch of Rhode ~ Worldwide immersive beauty event, SEPHORiA 23 Q3
Slide 24: Conclusion
Slide 25: 2025 Outlook: Confident and vigilant in the current context
2025 Outlook: Confident and vigilant in the current context, further expanding LVMH’ global leadership Successfully executing creative renewal Focus on innovative and high-quality products Improved trends in Q3 Efficiency and agility Negative currency impact Continued selective investment Resilient
Slide 26: Appendix
Christian Di
Slide 27: Organic revenue change by region and by quarter
Organic revenue change by region and by quarter (in %) 2025 vs 2024 Q 2025 United States -3% 0% -1% +3% +0% Japan -1% -28% 15% -13% -14% Asia (excl. Japan) -11% -6% -9% +2% -6% Europe +2% 1% +1% -2% 0% -4% +1% LVMH 2024 vs 2023 Q 2024 United States +2% +2% +2% 0% +1% Japan +32% +57% +44% +20% +36% A
Slide 28: Organic revenue change by business group and by quarter
Organic revenue change by business group and by quarter (in %) 2025 vs 2024 @ 2025 Wines & Spirits -9% -4% -7% +1% -4% Fashion & Leather Goods -5% -9% -7™% -2% -6% Perfumes & Cosmetics -1% +1% 0% +2% 0% Watches & Jewelry 0% 0% 0% +2% +1% -1% +4% +2% +7™% Selective Retailing 2024 vs 2023 Wines & Spir
Slide 29: Revenue by business group and by quarter
Revenue by business group and by quarter (in million of euros) 2025 Comme Ome IE | seals | Memes | Mates | pce | a Toul QW 2025 676 629 1305 10 108 2178 2 482 4189 49 20 311 Q 2025 721 562 1283 9 006 1904 2 608 4431 267 19 499 HI 2025 1397 1190 2 588 19 115 4 082 5 090 8 620 315 39 810 Qs 2025 761 5
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