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Lanvin Group Holdings
(NYSE:LANV)
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Rating:46Neutral
Price Target:
$1.00
▼(-8.26% Downside)
Action:Reiterated
Date:09/12/26
The score is held down primarily by weak financial performance (persistent losses, negative equity, rising debt, and ongoing cash burn). Technicals also remain broadly bearish with negative momentum and price below key longer-term moving averages. Offsetting these, the earnings call pointed to meaningful profitability improvements and cost actions, but revenue declines and an unconfirmed top-line recovery keep overall risk elevated.
Positive Factors
Profitability Improvement
The substantial margin improvement indicates that efficiency programs, lower selling expenses, and a more disciplined cost base are improving operating economics. If sustained, these gains can strengthen the group’s ability to convert sales into cash and support investment in brand growth.
Negative Factors
Persistent Revenue Decline
The group is improving profitability before restoring revenue growth, leaving the durability of its transformation unproven. Continued sales declines across brands can weaken scale benefits, limit brand investment capacity, and make it harder for margin gains to translate into sustainable earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability Improvement
The substantial margin improvement indicates that efficiency programs, lower selling expenses, and a more disciplined cost base are improving operating economics. If sustained, these gains can strengthen the group’s ability to convert sales into cash and support investment in brand growth.
Read all positive factors
Lanvin Group Holdings (LANV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$138.16M
Dividend YieldN/A
Average Volume (3M)70.08K
Price to Earnings (P/E)―
Beta (1Y)-0.64
Revenue Growth-23.34%
EPS Growth-12.90%
CountryUS
Employees2,066
SectorConsumer Cyclical
Sector Strength84
IndustryLuxury Goods
Share Statistics
EPS (TTM)-1.54
Shares Outstanding125,595,920
10 Day Avg. Volume51,764
30 Day Avg. Volume70,075
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)-0.81
Price to Sales (P/S)0.83
P/FCF Ratio-1.82
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)-1.24
Revenue Forecast (FY)$210.00M
Lanvin Group Holdings Business Overview & Revenue Model
Company Description
Lanvin Group Holdings Limited is a global player in the fashion industry, marketing a diverse array of luxury fashion items. These are distributed under its prominent brand portfolio, which includes Lanvin, Sergio Rossi, Wolford, St. John Knits, a...
How the Company Makes Money
Lanvin Group primarily makes money by selling luxury goods and related products under its portfolio of brands through multiple routes to market. Key revenue streams generally include: (1) Direct-to-consumer (DTC) sales, where the company sells pro...
Lanvin Group Holdings Earnings Call Summary
Earnings Call Date:Aug 26, 2026
(Q2-2026)
| Next Earnings Date:May 05, 2027
Earnings Call Sentiment Positive
The call was cautiously optimistic. Revenue remained under pressure across the group and all four brands, with declines driven by market conditions, currency, store rationalization, channel changes, and planned portfolio actions. However, management emphasized substantial profitability improvement, lower costs, stronger margins, positive e-commerce and like-for-like trends, improved wholesale performance at Lanvin and Sergio Rossi, and stabilization at Wolford. The number and significance of the operational and profitability improvements outweighed the revenue-related challenges.Positive Updates
Material Profitability Improvement
Group gross margin improved to 59% from 57.7%. Management reported contribution profit margin improvement of 7.7 percentage points and adjusted EBITDA margin improvement of 10.7 percentage points; the detailed financial review cited contribution profit margin moving from -15.6% to -8.9% and adjusted EBITDA margin from -45% to -34%. Contribution profit improved by approximately EUR 10 million and adjusted EBITDA by approximately EUR 17 million, reflecting efficiency programs, lower selling expenses, and a more disciplined base cost structure.
Negative Updates
Group Revenue Decline
First-half group revenue was EUR 101 million, down 13% year-over-year. Management attributed the decline to the challenging luxury market environment and deliberate transformation actions, including portfolio and distribution-footprint rationalization.
Read all updates
Q2-2026 Updates
Positive
Negative
Material Profitability Improvement
Group gross margin improved to 59% from 57.7%. Management reported contribution profit margin improvement of 7.7 percentage points and adjusted EBITDA margin improvement of 10.7 percentage points; the detailed financial review cited contribution profit margin moving from -15.6% to -8.9% and adjusted EBITDA margin from -45% to -34%. Contribution profit improved by approximately EUR 10 million and adjusted EBITDA by approximately EUR 17 million, reflecting efficiency programs, lower selling expenses, and a more disciplined base cost structure.
Read all positive updates
Company Guidance
For the second half, Lanvin Group’s priorities are to continue executing the reset and transformation agenda, optimize its retail footprint, pursue growth opportunities across different markets, channels, and product categories, expand partnerships and collaborations including through asset-light models, remain disciplined on costs, working capital, and cash, and selectively invest behind areas that can generate the strongest returns. The group will continue to optimize its brand portfolio, with 151 directly operated stores by the end of June 2026 and ongoing rationalization of underperforming locations; Lanvin will focus on converting the improved foundation into further growth, Wolford will strengthen wholesale, expand e-commerce and marketplace initiatives, and continue to improve productivity and customer engagement, St. John has two capsule collections planned for the second half and will continue developing proprietary yarns, and Sergio Rossi will capitalize on the stronger reception of its SS27 collection, improve wholesale and sell-through, and rebuild the margin through supplier negotiation, procurement discipline, and supply chain optimization.Lanvin Group Holdings Financial Statement Overview
Summary
Income Statement
18
Very Negative
Balance Sheet
12
Very Negative
Cash Flow
20
Very Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 291.03M | 240.50M | 328.61M | 426.18M | 422.31M | 308.82M |
| Gross Profit | 156.29M | 139.88M | 182.76M | 250.94M | 237.94M | 169.90M |
| EBITDA | -124.90M | -182.13M | -117.51M | -94.36M | -93.44M | -109.31M |
| Net Income | -181.09M | -238.49M | -165.25M | -129.31M | -218.29M | -65.35M |
Balance Sheet | ||||||
| Total Assets | 585.28M | 470.26M | 614.09M | 687.93M | 732.23M | 705.51M |
| Cash, Cash Equivalents and Short-Term Investments | 29.72M | 28.28M | 18.04M | 28.13M | 91.90M | 88.67M |
| Total Debt | 441.38M | 497.71M | 337.83M | 214.15M | 174.22M | 206.84M |
| Total Liabilities | 693.10M | 751.93M | 647.00M | 522.31M | 431.42M | 414.69M |
| Stockholders Equity | -85.05M | -248.13M | -4.41M | 169.34M | 295.32M | 264.39M |
Cash Flow | ||||||
| Free Cash Flow | -105.75M | -110.13M | -72.41M | -100.60M | -105.55M | -82.96M |
| Operating Cash Flow | -95.40M | -107.31M | -59.38M | -57.89M | -80.85M | -73.09M |
| Investing Cash Flow | 5.54M | 1.66M | -125.00K | -38.62M | -21.80M | 6.35M |
| Financing Cash Flow | 102.75M | 119.36M | 49.07M | 34.13M | 104.94M | 110.06M |
Lanvin Group Holdings Technical Analysis
Positive
1.09
Price Trends
1.18
Negative
1.37
Negative
1.55
Negative
Market Momentum
-0.04
Negative
51.24
Neutral
56.94
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LANV, the sentiment is Positive. The current price of 1.09 is above the 20-day moving average (MA) of 1.05, below the 50-day MA of 1.18, and below the 200-day MA of 1.55, indicating a neutral trend. The MACD of -0.04 indicates Negative momentum. The RSI at 51.24 is Neutral, neither overbought nor oversold. The STOCH value of 56.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | $522.58M | 17.99 | 8.19% | 4.58% | 4.83% | 136.40% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | $1.01B | 1.74 | 34.62% | 8.23% | 194.57% | ― | |
52 Neutral | $144.63M | -4.87 | -37.58% | 17.61% | 6.41% | -893.45% | |
49 Neutral | $279.72M | -3.68 | -69.12% | ― | -9.10% | -15.30% | |
49 Neutral | $1.58B | 11.06 | 88.57% | ― | -17.40% | ― | |
46 Neutral | $138.16M | -1.53 | 32.73% | ― | -23.34% | -12.90% |
* Consumer Cyclical Sector Average
LANV
Lanvin Group Holdings
1.10
-0.94
-46.08%
FOSL
Fossil Group
4.73
1.71
56.62%
CPRI
Capri Holdings
13.89
-7.78
-35.90%
MOV
Movado Group
32.75
13.84
73.20%
LUXE
LuxExperience
7.39
-1.66
-18.34%
BRLT
Brilliant Earth Group
1.42
-0.94
-39.83%
Lanvin Group Holdings Corporate Events
Lanvin Group Files 2026 Semi-Annual Report as NYSE Delists Warrants
Aug 26, 2026
Lanvin Group Holdings Limited has filed an unaudited semi-annual report for the six months ended June 30, 2026, furnishing interim condensed consolidated financial statements prepared under IAS 34 and aligned with its prior annual reporting framew...
Lanvin Group Narrows Losses and Lifts Margins as H1 2026 Revenue Declines
Aug 26, 2026
Lanvin Group reported unaudited first-half 2026 revenue of €101 million, down 12.9% year-on-year as it continued a strategic brand transformation and rationalized its retail network to 151 directly operated stores. Despite lower sales, the g...
Lanvin Group Warrants Set for NYSE Delisting After Abnormally Low Prices
Jun 25, 2026
Lanvin Group Holdings Limited, a China-based luxury fashion group whose ordinary shares trade on the New York Stock Exchange under the ticker LANV, operates in the global high-end apparel and accessories market targeting premium and luxury consume...
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.