European Luxury Sector Lacks Earnings Momentum -- Market Talk

Dow Jones

08/11

0839 GMT - European luxury companies reported mixed results during the second quarter, with a lack of earnings momentum, RBC Capital Markets analysts say in a note. Furthermore, brands are exposed to U.S. tariffs risk, although it will be less severe than initially feared, they add. The third quarter could point to a sequential improvement in trends, helped by an easier comparison base, the analysts say. "Without inflexion in underlying demand, we struggle to see how the sector can sustainably work," they say. RBC Capital Markets prefers Burberry, LVMH and Hermes, while it remains cautious on Swatch Group. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

August 11, 2025 04:39 ET (08:39 GMT)

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Furthermore, brands are exposed to U.S. tariffs risk, although it will be less severe than initially feared, they add. The third quarter could point to a sequential improvement in trends, helped by an easier comparison base, the analysts say. \"Without inflexion in underlying demand, we struggle to see how the sector can sustainably work,\" they say. RBC Capital Markets prefers Burberry, LVMH and Hermes, while it remains cautious on Swatch Group. 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Furthermore, brands are exposed to U.S. tariffs risk, although it will be less severe than initially feared, they add. The third quarter could point to a sequential improvement in trends, helped by an easier comparison base, the analysts say. \"Without inflexion in underlying demand, we struggle to see how the sector can sustainably work,\" they say. RBC Capital Markets prefers Burberry, LVMH and Hermes, while it remains cautious on Swatch Group. (andrea.figueras@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 11, 2025 04:39 ET (08:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ESLOY","symbol_name":"EssilorLuxottica","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2558588976","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2558588976","pubTimestamp":1754901540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0839 GMT - European luxury companies reported mixed results during the second quarter, with a lack of earnings momentum, RBC Capital Markets analysts say in a note. Furthermore, brands are exposed to U.S. tariffs risk, although it will be less severe than initially feared, they add. The third quarter could point to a sequential improvement in trends, helped by an easier comparison base, the analysts say. \"Without inflexion in underlying demand, we struggle to see how the sector can sustainably work,\" they say. RBC Capital Markets prefers Burberry, LVMH and Hermes, while it remains cautious on Swatch Group. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ESLOY":"EssilorLuxottica","SWGAY":"Swatch Group AG","01913":"普拉达","CFRUY":"历峯集团","LVMUY":"路易威登"},"translate_title":"欧洲奢侈品行业缺乏盈利动力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LVMUY":0.9,"01913":0.9,"ESLOY":0.9,"SWGAY":0.9,"CFRUY":0.9},"content_text":"0839 GMT - European luxury companies reported mixed results during the second quarter, with a lack of earnings momentum, RBC Capital Markets analysts say in a note. Furthermore, brands are exposed to U.S. tariffs risk, although it will be less severe than initially feared, they add. The third quarter could point to a sequential improvement in trends, helped by an easier comparison base, the analysts say. \"Without inflexion in underlying demand, we struggle to see how the sector can sustainably work,\" they say. RBC Capital Markets prefers Burberry, LVMH and Hermes, while it remains cautious on Swatch Group. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 11, 2025 04:39 ET (08:39 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}