Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
High Street Asset Management Profile picture
High Street Asset Management
@HighStreet_AM
Specialist asset manager based in South Africa, with an offshore and Rand-hedge focus.
Jan 23, 2023 • 11 tweets • 3 min read
1/ Here is our deep dive on luxury goods behemoth #LVMH.

Let’s dive in! 👇👇 2/ Company Overview

Home to 75 distinguished brands, LVMH is a $365bn giant in the luxury goods market.

5 business segments:
▪️Fashion & Leather Goods: ~49% of revenue
▪️Selective Retailing: ~18%
▪️Watches & Jewellery: ~14%
▪️Wines & Spirits: ~10%
▪️Perfumes & Cosmetics: ~9%
Nov 24, 2022 • 8 tweets • 2 min read
1/ Here is our recap of the $CFR fiscal 2023 H1 earnings call, highlighting the most important takeaways.

Let’s dive in! 👇👇 Image 2/ Business at a Glance

Swiss luxury conglomerate of jewellery (65% of sales), specialist watchmakers (22%), and fashion houses (13%). Global leader in fine jewellery and one of the leaders in high-end watches.

🌏 39% Asia Pacific
🇺🇸 23% USA
🇪🇺 22% Europe
🇯🇵 8% Japan
🌍 8% ME&A Image