Thanks for the analysis. With 13% of my portfolio in the brand, I obviously agree with your view (how could I not? 😂). Their leadership in sustainability is a big win for me as an entrepreneur in sustainability consulting. Combined with their unmatched marketing strategies, it solidifies their position in the luxury market. Add to that the undeniable role of consumption and status in society, and you have a perfect long-term game. LVMH’s ability to compound multiple high-end brands with strategic marketing sets them apart as the leader in this space. Looking forward to your next piece together, good job!
Thanks for the analysis. With 13% of my portfolio in the brand, I obviously agree with your view (how could I not? 😂). Their leadership in sustainability is a big win for me as an entrepreneur in sustainability consulting. Combined with their unmatched marketing strategies, it solidifies their position in the luxury market. Add to that the undeniable role of consumption and status in society, and you have a perfect long-term game. LVMH’s ability to compound multiple high-end brands with strategic marketing sets them apart as the leader in this space. Looking forward to your next piece together, good job!