LVMH中期收入下跌 受累日本及中國需求下滑
LVMH上半年經常性業務利潤按年下降90億歐元,略高於市場預期,盈利下降22%至72.67億歐元。收入減少4%至416.77億歐元,當中最大部門時裝皮具部門的自然收入下降9%,市場原預期僅下跌7.8%。
季內,日本銷售大跌28%,歐洲以及包括中國在內的亞太區市場的銷售亦見下滑。LVMH財務總監Cecile Cabanis表示,美國市場在季內銷售持平,表現好於首季,受惠於香檳銷售改善以及時裝皮具部門表現出韌性。
她又稱,若美國最終只向歐盟進口商品加徵15%的關稅,將是一個不錯的結果,因爲除了軒尼詩幹邑等部分酒類產品外,部分LVMH品牌仍有一定的定價權。
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