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EPA:MC News 5 September 2025 - 1 February 2026

LVMH stock watch: Hennessy pay deal and fresh target cuts put Louis Vuitton owner back in focus

LVMH stock watch: Hennessy pay deal and fresh target cuts put Louis Vuitton owner back in focus

LVMH shares closed up 0.8% at 546.90 euros Friday after sharp losses earlier in the week. Hennessy reached a pay deal with unions, offering a one-off payment of up to 6,500 euros per worker, with formal signing expected Tuesday. The CGT union called a new strike for Feb. 3 at Moët & Chandon and Veuve Clicquot. Barclays cut its target price for LVMH to 570 euros.
LVMH share price sinks 7% as results revive luxury margin fears

LVMH share price sinks 7% as results revive luxury margin fears

LVMH shares fell about 7% to 547 euros in Paris after its annual update signaled caution on demand recovery. Fourth-quarter sales beat forecasts, but profit concerns persisted as margins faced pressure from currency shifts and tariffs. The group reported 2025 revenue of 80.8 billion euros and a 22% operating margin. LVMH will propose a 13-euro dividend at its April 23 shareholder meeting.
LVMH stock price slides into a big week for luxury — here’s what traders watch next

LVMH stock price slides into a big week for luxury — here’s what traders watch next

LVMH shares closed at 591.40 euros in Paris Friday, down 0.7% for the day and 5.2% over the past week. The stock has fallen 17% year-on-year ahead of its full-year results set for Jan. 27. TAG Heuer CEO Antoine Pin has stepped down after 18 months, with a successor to be named soon. Investors are watching for signals on U.S. and China demand and luxury pricing power.
LVMH stock (MC.PA) slips into earnings week: what to watch when Paris reopens

LVMH stock (MC.PA) slips into earnings week: what to watch when Paris reopens

LVMH shares closed down 0.72% at 591.40 euros in Paris on Friday, with 307,456 shares traded. The company will report full-year 2025 results after the market closes on January 27. Investors are watching for updates on watches, Asia travel retail, and demand from China and the U.S. The CAC 40 slipped 0.07% as European stocks ended a five-week rally.
LVMH share price drops 4% as tariff threat and Morgan Stanley downgrade hit luxury stocks

LVMH share price drops 4% as tariff threat and Morgan Stanley downgrade hit luxury stocks

LVMH shares fell 4.3% to €582.80 in Paris on Monday after Morgan Stanley downgraded the stock, citing risks from tariffs and currency swings. The drop followed President Trump’s threat of new U.S. tariffs on European goods. LVMH also agreed to sell its DFS travel retail operations in Hong Kong and Macau for about $395 million. Investors await LVMH’s full-year results next week and the Feb. 1 tariff deadline.
Saks Global files for bankruptcy: $1.75 billion financing, new CEO and a test for luxury suppliers

Saks Global files for bankruptcy: $1.75 billion financing, new CEO and a test for luxury suppliers

New York, Jan 14, 2026, 09:47 (EST) Saks Global, which owns Saks Fifth Avenue, Neiman Marcus, and Bergdorf Goodman, filed for Chapter 11 bankruptcy protection late Tuesday. This marks one of the largest U.S. retail failures since the pandemic. Chapter 11 allows the company to continue operating under court oversight while it works on restructuring its debt. (Reuters) The bankruptcy follows Saks missing a $100 million interest payment due on Dec. 30, connected to the 2024 Neiman Marcus acquisition. This has intensified pressure on vendor ties and slowed merchandise delivery to stores. “They borrowed a lot more money than they
Sephora finally sets Ireland debut date: Belfast store to open Feb. 12

Sephora finally sets Ireland debut date: Belfast store to open Feb. 12

Belfast, January 14, 2026, 10:09 (GMT) Sephora UK announced it will launch its first store on the island of Ireland in Belfast on Feb. 12. The beauty retailer confirmed the date after months of rumors surrounding a new location at Victoria Square. https://www.irishtimes.com/life-style/fashion/2026/01/13/sephora-to-open-first-store-on-island-of-ireland/ The Belfast opening marks the chain’s debut physical store on the island, expanding its UK footprint into Northern Ireland. It arrives as Sephora UK begins mapping out its 2026 store plans, moving past its initial base in England and Wales. Sephora UK confirmed the Belfast outlet will be its 13th store across the UK, aiming to expand
14 January 2026
LVMH stock rises, but Moët & Chandon strike threat returns — what to watch next week

LVMH stock rises, but Moët & Chandon strike threat returns — what to watch next week

Paris, Jan 10, 2026, 17:20 CET — Market closed LVMH shares closed the week up in Paris, but traders face a fresh labour dispute at the group’s Champagne houses on Monday. The CGT union representing workers at Moët & Chandon and Veuve Clicquot has announced new strike action next week, demanding higher bonuses. Timing is key. Luxury stocks kicked off 2026 on a high note, and all eyes are turning to earnings season to gauge consumer demand and pricing strength. Now, a labor dispute at a major LVMH unit introduces a short-term risk—difficult to quantify but straightforward to trade around.
10 January 2026
TAG Heuer’s CarbonSpring Breakthrough: How the New TH30-00 Movement Could Change Watchmaking Forever

TAG Heuer’s CarbonSpring Breakthrough: How the New TH30-00 Movement Could Change Watchmaking Forever

Key Facts: A Decade-Long Quest for a Better Heart: What is the TH30-00/TH-Carbonspring Movement? TAG Heuer has long sought to improve the heart of the mechanical watch – the tiny coiled spring that regulates the ticking of a movement. In 1675, Christiaan Huygens invented the balance spring (hairspring), a breakthrough that made portable timekeeping possible. Three and a half centuries later, TAG Heuer decided it was time to reinvent that component for the 21st century watchonista.com watchonista.com. The result is the new TH-Carbonspring oscillator, developed over 10+ years by the TAG Heuer Lab. This isn’t just a single part, but
5 September 2025

Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
London, Feb 7, 2026, 08:12 GMT — Market closed. Shares of GSK (GSK.L) ended Friday up 0.83% at 2,198 pence, a 52-week high, after the drugmaker said the European Commission approved Nucala for a form of chronic obstructive pulmonary disease (COPD). The stock is up about 17% over the past week and nearly 49% over the past year. (Hargreaves Lansdown) With London markets shut for the weekend, investors head into Monday weighing whether the regulatory win is enough to keep the rally going. Respiratory is a core franchise for GSK, and one where it fights for share against big peers
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
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