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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's recent performance was positively driven by leadership transitions and strategic repositioning. The appointment of Jiyang Han as CFO, effective November 1, 2025, brings fresh expertise to the company. This move follows David Chan's decision to step down as Executive President and CFO, allowing for a smooth transition. The company's H1 2025 revenue of €133 million, although down 22% year-over-year, reflects operational discipline and early recovery momentum. Disciplined cost management and efficiencies have supported resilience, positioning the group for growth in H2.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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

Nov -22

Source: defenseworld.net

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

Nov -20

Source: prnewswire.com

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Lanvin Group Announces Appointment of New Chief Financial Officer

Oct -24

Source: prnewswire.com

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Lanvin Group Announces Leadership Transition

Oct -10

Source: prnewswire.com

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Lanvin Group Reports H1 2025 Revenue of €133 Million Operational Discipline and Early Recovery Momentum Set Foundation for Growth in H2

Aug -29

Source: prnewswire.com

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Lanvin Group to Report 2025 First Half Results on August 29, 2025

Aug -20

Source: prnewswire.com

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Lanvin Group Holdings Limited (LANV) Q4 2024 Earnings Call Transcript

Apr -30

Source: seekingalpha.com

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Lanvin Group Demonstrates Strategic Resilience in Challenging Luxury Market, Lays Foundation for Future Growth

Apr -30

Source: prnewswire.com

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

Strength

Weaknesses

Opportunities

Threats

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: 1.8

Growth: 9.6

Quality: 7.9

Yield: 1.7

Momentum: 9.0

Volatility: 9.0

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Lanvin

A-Score: 5.1/10

Value: 9.2

Growth: 4.8

Quality: 6.5

Yield: 0.0

Momentum: 4.0

Volatility: 6.0

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Tapestry

A-Score: 5.0/10

Value: 1.2

Growth: 5.9

Quality: 4.6

Yield: 3.0

Momentum: 10.0

Volatility: 5.3

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Pandora

A-Score: 4.9/10

Value: 4.9

Growth: 7.4

Quality: 7.1

Yield: 4.4

Momentum: 2.5

Volatility: 3.3

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Swatch

A-Score: 4.1/10

Value: 5.5

Growth: 1.7

Quality: 4.6

Yield: 5.0

Momentum: 2.5

Volatility: 5.3

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Signet Jewelers

A-Score: 4.1/10

Value: 5.4

Growth: 3.8

Quality: 4.6

Yield: 2.0

Momentum: 5.0

Volatility: 3.7

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.1$

Current Price

2.1$

Potential

-0.00%

Expected Cash-Flows