LVMH Moet Hennessy Louis Vuitton SE · EURONEXT:MC
LVMH Moet Hennessy Louis Vuitton — LVMH — Q3 2012 Earnings Presentation
8 slides from LVMH Moet Hennessy Louis Vuitton's earnings presentation, Oct 16, 2012
Slide 1: LVMH Q3 2012 Revenue
LVMH Q3 2012 Revenue October 16, 2012 9 months 2012 revenue highlights Double-digit revenue growth for all business groups Positive currency impact Good performance in Q3 despite challenging economic environment Sustained momentum in the US and continued progress in Europe and Asia, despite a mixed
Slide 2: 9 months 2012 revenue highlights
2012 quarterly evolution of revenue Q1 2012 Q2 2012 H1 2012 Q3 2012 9 months 2012 6 582 M€ 6 384 M€ 12 966M€ 6 900 M€ 19 866 M€ + 26% + 15% + 22% + 25% + 27% 10% 12% 14% 10% 8% 6% 8% 5% 7% 9% 9% 7% 4% 6% Currency impact Structure change Organic growth The principles under which the effects of exchan
Slide 3: 2012 quarterly evolution of revenue
Revenue change by region Organic revenue growth versus same period in 2011 LVMH Group First 9 months 2012 US* + 12 % Japan +7% Asia + 11 % Europe +7% * exc. Hawaii 5 Wines & Spirits 9 months 2012 revenue - In millions of Euros Champagne & Wines Cognac & Spirits Organic Structure Currency 2 765 1 006
Slide 4: 9 months 2012 revenue by region
Wines & Spirits 9 months 2012 highlights Main growth regions (organic revenue): Asia up 24%, Europe up 6%, Japan up 11%, US up 4% Champagne and Wines Champagne volumes up 4% Sustained level of consumer demand Optimized inventory level at distributors Continued good momentum of Estates &Wines sparkli
Slide 5: Revenue change by region
Fashion & Leather Goods 9 months 2012 highlights Main growth regions (organic revenue): US up 14 %, Asia up 5%, Europe up 9%, Japan up 6% Louis Vuitton: double-digit revenue growth Good momentum in US and Europe, more moderate growth in Asia All product segments contributed to its performance Monogr
Slide 6: Wines & Spirits 9 months 2012 revenue
Perfumes & Cosmetics 9 months 2012 highlights Main growth regions (organic revenue): US up 12 %, Asia up 14%, Europe up 5%, Japan up 8% Parfums Christian Dior Continued strong momentum of its iconic fragrance J’adore Roll-out of Dior Addict fragrance supported by new communication Continued growth o
Slide 7: Wines & Spirits 9 months 2012 highlights
Watches & Jewelry 9 months 2012 highlights Main growth regions (organic revenue): US up 5%, Europe up 18%, Japan up 12% Slowdown in demand in Asia and US while Europe still performing strongly, partly driven by tourism Optimized level of inventories at retailers Bulgari (full consolidation since Jun
Slide 8: Fashion & Leather Goods
Selective Retailing 9 months 2012 highlights Main growth regions (organic revenue): Asia up 17%, Europe up 8%, US up 14% DFS Third Galleria opened in Hong Kong First phase of expansion at Macau Four Seasons nearing completion New Hong Kong airport concessions awarded in Q3 SEPHORA Continued market s