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1. Company Snapshot

1.a. Company Description

Lanvin 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.

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1.b. Last Insights on LANV

Lanvin Group Holdings Limited faced negative drivers, including the strategic carve-out of Caruso, a luxury Italian menswear manufacturer and brand, which was sold to MondeVita Italy S.r.l., a subsidiary of Mondevo Group. This divestiture may impact the company's revenue and profitability. Additionally, comparisons with peer companies, such as Kontoor Brands, have raised questions about Lanvin's valuation, earnings, and profitability. The company's AGM also took place, but no significant updates were provided. Earnings release and rating updates are not available.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Comparing Kontoor Brands (NYSE:KTB) & Lanvin Group (NYSE:LANV)

Feb -09

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Lanvin Group Announces Strategic Carve-Out of Caruso

Feb -06

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Reviewing Lanvin Group (NYSE:LANV) and Teijin (OTCMKTS:TINLY)

Dec -14

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Savers Value Village (NYSE:SVV) and Lanvin Group (NYSE:LANV) Financial Comparison

Dec -10

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Lanvin Group (NYSE:LANV) Trading 3.6% Higher – Here’s What Happened

Nov -22

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Lanvin Group Holdings Limited to Hold Annual General Meeting on December 18, 2025

Nov -20

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Lanvin Group Announces Appointment of New Chief Financial Officer

Oct -24

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Lanvin Group Announces Leadership Transition

Oct -10

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.02%)

6. Segments

Wolford

Expected Growth: 5.5%

Growing demand for luxury lingerie, increasing female workforce participation, and rising disposable incomes drive the growth of Wolford's high-quality, fashion-forward products.

Lanvin

Expected Growth: 4.5%

Lanvin's luxury brand reputation, increasing demand for high-end fashion, and expansion into new markets drive growth. The perfume segment is expected to contribute significantly, driven by the growing popularity of niche fragrances.

St. John

Expected Growth: 4.5%

St. John's luxury brand reputation, increasing demand for high-end women's apparel, and Lanvin Group's strategic expansion plans drive growth in the luxury fashion market.

Sergio Rossi

Expected Growth: 5.5%

Growing demand for luxury footwear, increasing popularity of high-end fashion, and expansion into new markets drive the growth of Sergio Rossi's luxury footwear segment.

Caruso

Expected Growth: 5.5%

Growing demand for luxury menswear, increasing popularity of sophisticated and elegant styles, and expansion of online shopping platforms drive the growth of Caruso's high-end clothing, accessories, and leather goods.

Other and Holding Companies

Expected Growth: 5.5%

Lanvin Group's Other and Holding Companies segment is expected to grow driven by increasing demand for management services, strategic investments, and diversification of business activities, leading to a forecasted CAGR of 5.5%.

7. Detailed Products

Womenswear

Lanvin Group Holdings Limited offers a wide range of high-end womenswear products, including clothing, handbags, shoes, and accessories.

Menswear

The company's menswear segment offers stylish and elegant clothing, shoes, and accessories for men who appreciate high-quality materials and craftsmanship.

Bags and Accessories

Lanvin Group Holdings Limited offers a variety of luxurious bags, wallets, and accessories, including handbags, clutches, and small leather goods.

Beauty and Fragrances

The company's beauty and fragrances segment includes a range of luxurious perfumes, skincare products, and makeup items.

Licensing

Lanvin Group Holdings Limited licenses its brand and intellectual property to third-party manufacturers, allowing them to produce Lanvin-branded products.

8. Lanvin Group Holdings Limited's Porter Forces

Forces Ranking

Threat Of Substitutes

Lanvin Group Holdings Limited operates in the luxury fashion industry, where substitutes are limited. However, the rise of sustainable and affordable fashion may pose a threat to the company's high-end products.

Bargaining Power Of Customers

Lanvin Group Holdings Limited's customers are primarily high-end consumers who value exclusivity and luxury. They have limited bargaining power due to the niche nature of the market.

Bargaining Power Of Suppliers

Lanvin Group Holdings Limited relies on a network of suppliers for high-quality materials. While suppliers have some bargaining power, the company's strong brand reputation and long-term relationships mitigate this risk.

Threat Of New Entrants

Entering the luxury fashion industry requires significant investment and brand recognition. Barriers to entry are high, making it difficult for new entrants to compete with established players like Lanvin Group Holdings Limited.

Intensity Of Rivalry

The luxury fashion industry is highly competitive, with established players like Gucci, Prada, and Louis Vuitton. Lanvin Group Holdings Limited must continuously innovate and differentiate itself to maintain market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 55.84%
Debt Cost 3.95%
Equity Weight 44.16%
Equity Cost 3.32%
WACC 3.67%
Leverage 126.46%

11. Quality Control: Lanvin Group Holdings Limited passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Atour Lifestyle Holdings

A-Score: 6.5/10

Value: 0.8

Growth: 9.4

Quality: 8.2

Yield: 1.7

Momentum: 9.0

Volatility: 9.7

1-Year Total Return ->

Stock-Card
Lanvin

A-Score: 5.2/10

Value: 9.3

Growth: 4.8

Quality: 6.5

Yield: 0.0

Momentum: 4.5

Volatility: 6.3

1-Year Total Return ->

Stock-Card
Tapestry

A-Score: 5.2/10

Value: 1.2

Growth: 5.9

Quality: 5.2

Yield: 4.0

Momentum: 9.5

Volatility: 5.3

1-Year Total Return ->

Stock-Card
Pandora

A-Score: 5.0/10

Value: 5.6

Growth: 7.3

Quality: 7.1

Yield: 5.0

Momentum: 1.5

Volatility: 3.3

1-Year Total Return ->

Stock-Card
Swatch

A-Score: 4.7/10

Value: 5.5

Growth: 1.7

Quality: 4.6

Yield: 5.0

Momentum: 6.0

Volatility: 5.3

1-Year Total Return ->

Stock-Card
Signet Jewelers

A-Score: 4.5/10

Value: 6.5

Growth: 3.8

Quality: 4.7

Yield: 3.0

Momentum: 5.0

Volatility: 4.0

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

1.6$

Current Price

1.6$

Potential

-0.00%

Expected Cash-Flows