Analysis-Moet Hennessy woes test Alexandre Arnault’s credentials By Reuters
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2025
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Source: Investing.com
Alexandre Arnault's Challenge: Alexandre Arnault has been tasked with revitalizing LVMH's struggling Moet Hennessy division amid a tariff war, which is crucial for his potential succession in the luxury conglomerate led by his father, Bernard Arnault.
Impact of Tariffs and Strategy: The Moet Hennessy unit faces declining sales due to tariffs on champagne and cognac, prompting management to cut staff and focus on high-end clientele, while the overall contribution of this division to LVMH's profits has significantly decreased over recent years.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
