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Lanvin Group Holdings (LANV)
NYSE:LANV
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Lanvin Group Holdings (LANV) AI Stock Analysis

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LANV

Lanvin Group Holdings

(NYSE:LANV)

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Neutral 46 (OpenAI - 4o)
Rating:46Neutral
Price Target:
$2.00
▼(-2.44% Downside)
Lanvin Group Holdings is currently facing significant financial and operational challenges, reflected in its low financial performance score. While there are some positive signs from recent strategic initiatives and potential recovery in Q2, the overall outlook remains cautious. The technical analysis and valuation further indicate a lack of strong investment appeal at this time.

Lanvin Group Holdings (LANV) vs. SPDR S&P 500 ETF (SPY)

Lanvin Group Holdings Business Overview & Revenue Model

Company DescriptionLanvin Group Holdings Limited operates in the fashion sector worldwide. It offers various fashion products under the Lanvin, Sergio Rossi, Wolford, St. John Knits, and Caruso brands. The company was founded in 1889 and is based in Shanghai, China. Lanvin Group Holdings Limited operates as a subsidiary of Fosun International Limited.
How the Company Makes MoneyLanvin Group Holdings generates revenue primarily through the sale of luxury fashion products, which include apparel, accessories, and other lifestyle items. The company's key revenue streams are direct retail sales through its branded stores and online platforms, as well as wholesale transactions with global department stores and specialty retailers. Additionally, the group enhances its earnings through strategic partnerships and collaborations with other luxury brands, expanding its market reach and customer base. Lanvin Group leverages its strong brand equity and heritage to drive sales and maintain a competitive edge in the global luxury market.

Lanvin Group Holdings Earnings Call Summary

Earnings Call Date:Aug 29, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:May 06, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a company navigating significant challenges, with revenue declines and profit margin pressures offset by strategic operational improvements and signs of recovery in Q2. The focus on new creative talent and strategic transitions offers potential for future growth.
Q2-2025 Updates
Positive Updates
Resilience of St. John
St. John demonstrated resilience by growing its core North American market by 4% despite the volatility, maintaining a stellar gross margin of 69%, and showing a successful strategic partnership with Nordstrom.
Sequential Improvement in Q2
Most brands showed encouraging signs of recovery in Q2, with Lanvin and Sergio Rossi's D2C revenue growing by 46% and 16% quarter-over-quarter, respectively. Wolford's gross profit margin expanded by 1,673 basis points.
Operational Cost Discipline
The group made significant strides in reducing G&A expenses across brands, with Wolford reducing by 27%, Sergio Rossi by 25%, and St. John by 35%, demonstrating a disciplined approach to operational expense management.
Strategic Creative Transitions
Lanvin and Sergio Rossi are poised for growth in the second half with new creative talent, expected to drive momentum. A global marketing campaign and product innovations are lined up to support this transition.
Negative Updates
Significant Revenue Decline
The group's revenue in the first half was EUR 133 million, down 22% year-on-year, primarily due to softer market conditions and planned creative transitions.
Gross Profit Margin Decline
Gross profit margin declined by 400 basis points to 54%, due to the sell-through of prior season inventory and underutilization of production capacity.
Challenges in Key Regions
All key regions saw declines, with EMEA and Greater China facing significant headwinds, impacting both D2C and wholesale channels.
Underperformance of Sergio Rossi
Sergio Rossi's revenue fell 25% as customers awaited the first collection from Paul Andrew, and gross margin decreased by 9 percentage points.
Company Guidance
In the Lanvin Group's 2025 First Half Financial Results Conference Call, key metrics highlighted include a 22% year-on-year decline in revenue to EUR 133 million, driven by softer market conditions and strategic creative transitions. The gross profit margin fell by 400 basis points to 54%, while the contribution profit margin and adjusted EBITDA margin decreased by 7% and 14%, respectively. However, the second quarter showed signs of recovery, with Lanvin's D2C revenue growing by 46% and Sergio Rossi's by 16% quarter-over-quarter. Wolford's gross profit margin improved by 1,673 basis points, and Caruso saw an 11% increase in revenue. The group emphasized cost discipline, rightsizing 29 underperforming stores, and reducing G&A expenses across brands, with Wolford, Sergio Rossi, and St. John cutting costs by 27%, 25%, and 35%, respectively. Looking ahead, the company aims to enhance brand leadership, optimize retail operations, and drive growth through new creative leadership and targeted marketing initiatives.

Lanvin Group Holdings Financial Statement Overview

Summary
Lanvin Group Holdings is facing significant financial hurdles, characterized by declining revenues, ongoing losses, and negative equity. The luxury goods industry requires strong brand value and financial stability, which are currently lacking. The company needs to address its cash flow and profitability issues to improve its financial health.
Income Statement
45
Neutral
Lanvin Group Holdings has experienced a declining trend in total revenue from $426.18 million in 2023 to $328.61 million in 2024, representing a revenue decrease. The company has consistently reported negative EBIT and net income, indicating ongoing operating losses. The gross profit margin has decreased from 58.86% in 2023 to 55.62% in 2024, highlighting declining profitability. The persistent negative net profit margin and EBIT margin reflect significant profitability challenges.
Balance Sheet
30
Negative
The balance sheet shows a negative stockholders' equity of -$4.41 million in 2024, indicating that liabilities exceed assets, which is a significant financial risk. The debt-to-equity ratio is not meaningful due to negative equity, and the company has a high total debt of $337.83 million. The return on equity is not calculable due to negative equity, further reflecting financial instability.
Cash Flow
40
Negative
Lanvin Group has reported negative operating cash flow of -$59.38 million in 2024 and negative free cash flow, indicating cash flow challenges. The free cash flow has worsened compared to 2023, reflecting increased cash outflows. The operating cash flow to net income ratio is negative, which suggests insufficient cash generation from operations relative to net losses.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue328.61M426.18M422.31M308.82M222.61M
Gross Profit182.76M250.94M237.94M169.90M117.39M
EBITDA-110.90M-76.31M-225.32M-61.26M-116.74M
Net Income-165.25M-129.31M-239.75M-76.45M-135.66M
Balance Sheet
Total Assets614.09M687.93M732.23M705.51M577.87M
Cash, Cash Equivalents and Short-Term Investments18.04M28.13M91.90M88.67M44.94M
Total Debt337.83M214.15M174.22M206.84M156.49M
Total Liabilities647.00M522.31M431.42M414.69M327.48M
Stockholders Equity-4.41M169.34M295.32M264.39M211.39M
Cash Flow
Free Cash Flow-72.41M-100.60M-105.55M-82.96M-92.98M
Operating Cash Flow-59.38M-57.89M-80.85M-73.09M-87.30M
Investing Cash Flow-125.00K-38.62M-21.80M6.35M67.04M
Financing Cash Flow49.07M34.13M104.94M110.06M-41.45M

Lanvin Group Holdings Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2.05
Price Trends
50DMA
2.21
Negative
100DMA
2.22
Negative
200DMA
2.14
Negative
Market Momentum
MACD
-0.04
Negative
RSI
49.05
Neutral
STOCH
41.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LANV, the sentiment is Neutral. The current price of 2.05 is below the 20-day moving average (MA) of 2.14, below the 50-day MA of 2.21, and below the 200-day MA of 2.14, indicating a bearish trend. The MACD of -0.04 indicates Negative momentum. The RSI at 49.05 is Neutral, neither overbought nor oversold. The STOCH value of 41.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LANV.

Lanvin Group Holdings Risk Analysis

Lanvin Group Holdings disclosed 66 risk factors in its most recent earnings report. Lanvin Group Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
1.
Failure to comply with the terms of our indebtedness could have a material adverse effect on our ability to conduct our business. Q4, 2023

Lanvin Group Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
3.93B31.957.64%1.27%-1.63%-72.22%
71
Outperform
296.08M24.163.30%7.42%-0.65%-51.59%
66
Neutral
212.97M-7.578941.84%23.42%-4.32%-144.96%
60
Neutral
22.70B130.9221.36%1.33%5.09%-80.06%
48
Neutral
2.36B-2.116541.18%-16.69%-279.61%
46
Neutral
$239.74M-2353.49%-23.54%-49.41%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LANV
Lanvin Group Holdings
2.05
0.34
19.88%
TPR
Tapestry
109.05
62.91
136.35%
CPRI
Capri Holdings
19.86
-22.58
-53.20%
MOV
Movado Group
18.88
1.77
10.34%
SIG
Signet Jewelers
96.05
-5.33
-5.26%
BRLT
Brilliant Earth Group
2.14
0.24
12.63%

Lanvin Group Holdings Corporate Events

Lanvin Group Releases Semi-Annual Report for 2025
Sep 9, 2025

Lanvin Group Holdings Limited released its unaudited semi-annual report for the six months ending June 30, 2025. The report, prepared in compliance with international financial reporting standards, highlights the company’s financial performance and strategic initiatives. Following a business combination completed in December 2022, Lanvin Group’s shares began trading on the NYSE. The report includes various financial statements and notes, providing insights into the company’s operations and market positioning. This release is significant for stakeholders as it offers a detailed view of the company’s financial health and strategic direction.

Lanvin Group Releases Semi-Annual Report Amid Market Challenges
Aug 29, 2025

Lanvin Group Holdings Limited released its semi-annual report for the six months ending June 30, 2025, highlighting its financial performance and strategic initiatives. The report indicates the company’s ongoing efforts to manage growth and adapt to market challenges, including the impact of health epidemics and evolving consumer behavior. The completion of a business combination in December 2022 has positioned Lanvin Group on the New York Stock Exchange, enhancing its market presence. Stakeholders are advised of potential risks and uncertainties that could affect future operations.

Lanvin Group Reports H1 2025 Revenue Decline Amid Strategic Repositioning
Aug 29, 2025

On August 29, 2025, Lanvin Group announced its unaudited results for the first half of 2025, reporting a revenue of €133 million, a 22% decline compared to the previous year. The decrease was attributed to industry-wide challenges in the luxury sector and strategic repositioning efforts. Despite the revenue drop, the company maintained a gross profit margin of 54% through disciplined cost management and operational efficiencies. The group is optimistic about future growth, driven by new creative leadership and strategic investments in product innovation and marketing. The company aims to refine its retail footprint and enhance operational efficiencies in the second half of the year.

Lanvin Group Completes Share Buyback and Secured Loan Agreement with Meritz
Jul 1, 2025

On June 27, 2025, Lanvin Group Holdings Limited completed a share buyback agreement with Meritz Securities Co., Ltd., repurchasing 13,804,733 ordinary shares for EUR48.1 million. Concurrently, Lanvin issued a secured loan note to Meritz with a principal amount equal to the repurchase price, featuring a fixed interest rate of 11.40%. This strategic financial maneuver aims to optimize Lanvin’s capital structure and enhance shareholder value, while the secured loan note introduces new financial obligations and potential risks related to mandatory prepayment and coverage ratio requirements.

Lanvin Group Announces Board Member Resignation
Jun 24, 2025

Lanvin Group Holdings Limited has announced the resignation of Mr. Eric Chan from its board of directors, effective June 30, 2025. The resignation is attributed to personal reasons and is not due to any disagreements with the company or its management. The board has decided not to fill the vacancy left by Mr. Chan’s departure at this time.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 12, 2025