Hermes Shows its Ability to Stay Ahead of Rivals -- Market Talk

Dow Jones
Feb 17

1614 GMT - Hermes's fourth-quarter results are another demonstration of the company's ability to deliver strong and consistent growth ahead of peers, analysts at Bernstein say in a note. The French luxury group booked a 9.8% revenue increase for the last three months of the year compared with the same period a year earlier at constant exchange rates, while other rivals struggle with sluggish sales growth amid weaker demand for luxuries. Growth in the near term seems secured by strong demand and price increases between 5% and 6%, they say. The potential rebound of the luxury sector in 2026 will reinforce Hermes as the first pick, alongside LVMH, for investors returning to the sector, the brokerage says. Bernstein reiterates its outperform rating on the stock. Shares are down 2.8%. (andrea.figueras@wsj.com)

 

(END) Dow Jones Newswires

February 16, 2026 11:14 ET (16:14 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10