Overview
China luxury fashion group's preliminary FY2025 revenue fell 18% yr/yr amid industry headwinds
Revenue decline narrowed in H2 2025 as operational adjustments showed early progress
Results exclude Caruso following its strategic carve-out announced in February 2026
Outlook
Lanvin Group expects to largely complete its transformation program in 2026
Company will deepen brand presence in home markets to drive sustainable growth
Lanvin Group will selectively pursue asset-light business initiatives and strategic partnerships
Result Drivers
MARKET HEADWINDS - Co said revenue decline reflected continued volatility and softer consumer demand in global luxury markets
TRANSFORMATION INITIATIVES - Revenue impacted by proactive transformation and restructuring, including cost discipline, retail network optimization, and organizational adjustments
BRAND-SPECIFIC PERFORMANCE - St. John grew in North America, Wolford stabilized with improved supply and e-commerce, while Lanvin and Sergio Rossi saw steep declines
Company press release: ID:nPn6KVl5Ra
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
EUR 240.5 mln
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the apparel & accessories retailers peer group is "buy."
Wall Street's median 12-month price target for Lanvin Group Holdings Ltd is $1.50, about 23.9% below its March 16 closing price of $1.97
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)