American Luxury Brands Have a Secret Weapon: $12 Tennis Socks

Coach and Ralph Lauren are still growing because they understand what middle-class shoppers can afford.

WSJ • Aug 17, 2026

Beyonce buys out LVMH's stake in SirDavis whisky

American pop star Beyonce has ​acquired full control ‌of the SirDavis whisky brand after French ​luxury goods group ​LVMH sold its stake ⁠to her, LVMH ​said on Monday, ​confirming earlier media reports in specialist trade publications.

Reuters • Aug 10, 2026

Oakmark Global Strategy Q2 2026 Portfolio Activity

Despite strong delivery, Accor shares trade at a discount to asset-light peers, leaving room for a re-rating underpinned by durable free cash flow conversion. In our view, Amrize is a fundamentally strong business that is flying under the radar of U.S. investors. Compass Group's scale, operational excellence, and decentralized operating model position it well to capitalize on the ever-growing addressable market and see consistent growth and margin progression over time.

Seeking Alpha • Aug 5, 2026

Oakmark Global All Cap Strategy Q2 2026 Portfolio Performance

The portfolio's return was 8.05% (net) for the reporting period. Shares of Samsung Electronics rallied on the back of record first-quarter operating profit, driven by strong AI-related demand across its semiconductor business. As the quarter progressed, elevated medical cost trends began to stabilize, easing pressure on managed care earnings.

Seeking Alpha • Jul 29, 2026

LVMH: This Luxury Giant Still Trades At An Unwarranted Discount

LVMH Moët Hennessy - Louis Vuitton, Société Européenne remains a Buy as valuation offers an attractive discount with strong re-rating potential once macro conditions improve. LVMHF delivered solid H1 performance with €8.7B recurring profit, 22.5% margin, and €4.1B FCF, despite macro headwinds and segment-specific pressures. Macro risks, including Middle East conflict and consumer weakness, persist, but LVMHF's financial strength and diversified portfolio support resilience and ongoing dividend payments.

Seeking Alpha • Jul 29, 2026

LVMH shares seen down as Iran war impact weighs on fashion sales

Shares in LVMH were seen falling 2% to 3% in premarket on Tuesday, after the French luxury giant ​reported overnight second-quarter sales that failed to convince investors about ‌an imminent recovery at its most profitable division.

Reuters • Jul 28, 2026

LVMH shares drop 2.56% after second-quarter sales report

LVMH shares swung sharply on Tuesday, rising as much as 2% before reversing course to trade 2.56% lower after the luxury group reported second-quarter sales growth broadly in line with expectations. The results offered an important test of whether the $400-billion luxury sector is decisively emerging from a two-year downturn.

Invezz • Jul 28, 2026

LVMH Releases Positive Half-Year Results As Fashion Renews With Growth

LVMH sales for the first semester grew to €38.6 billion with an accelerated growth in the second quarter of 3%. Despite a fragile luxury sector, the group experienced strong growth in various segments, including its watches and jewelry division, selective distribution (which includes specialty retailer Sephora and French department store Le Bon Marché), and fashion and leather goods segment.

Forbes • Jul 28, 2026

LVMH: The Fashion Business Is Finally Stabilizing (Rating Upgrade)

LVMH reported stabilizing results from the first half of 2026. Growth improved further in Q2. The fashion business finally returned to positive organic growth in Q2, signaling stabilization after LVMH's performance in luxury fashion has been weak. Most smaller segments also showed good momentum, led by strength in champagne sales, Tiffany & Co., and Sephora.

Seeking Alpha • Jul 28, 2026

Tiffany & Co. is proving to be LVMH's crown jewel

Tiffany & Co. is proving it's a good investment. LVMH reported a 9% growth in its watches and jewelry division, led by Tiffany and Bulgari.

Business Insider • Jul 28, 2026