Goldman Sachs Adds LVMH to European Conviction Buy List, Ignoring Analysts and Fashion Writers

Goldman Sachs Adds LVMH to European Conviction Buy List, Ignoring Analysts and Fashion Writers

Goldman Sachs Adds LVMH to European Conviction Buy List

My case for LVMH got a big boost Monday, July 7th with Goldman Sach’s decision to add LVMH to its European Conviction Buy list. Goldman’s Louise Singlehurst recommends investors "look through Q2 softness and Buy into LVMH" as a clear winner in the next luxury upcycle, noting asymmetric risk reward with potential upside of 69% versus 5% downside.

The Goldman analysis also mentioned that the steep selloff of LVMH shares borders on being irrational. This was welcome news after the June 22, deeply-personal, Bloomberg supplied hit piece on LVMH published on BoF.

I then read — again from HSBC, the same financial institution that financed all of Donald J. Trump’s bankruptcy business messes, when no other bank would — that the current Louis Vuitton brand strategy is a “hodgepodge”. Seriously!

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Naomi Campbell Taps Humanity's Origins in Dazed Magazine 'Celebration' Issue 2025

Naomi Campbell Taps Humanity's Origins in Dazed Magazine 'Celebration' Issue 2025

Supermodel Naomi Campbell takes one cover of Dazed Magazine’s [IG] Summer 2025 issue, the last one under the editorial vision of IB Kamara, who also photographs Naomi.

The glorious Naomi Campbell channels humanity’s oldest African origins and self-adornment using beads, shells and hair collages made of twigs, real flowers, leaves and even stones and butterflies that honor the deep ties between humans and nature.

Transit In and Out of Africa Was Not a One-Way Ticket

No discovery has unseated the region of Lake Turkana, which includes the Omo Valley of southern Ethiopia and the Great Rift Valley in Kenya, as the route humans took out of Africa into the Levant.

AOC readers understand the attempts by white nationalists to press the case for a superior group of humans who came from the north, eventually reaching the Levant themselves. Anne has a personal mission to follow this argument very closely.

Out of Africa and into Bronze Age Canaan

After sharing critical new DNA info on Africans carrying Neanderthal DNA at much higher levels than previously tested [blowing out the white men from the north theory], AOC moves to recent DNA analysis that proves as high as 30% shared DNA between Palestinian and Jewish men with ancestors living together as Bronze Age Canaanites.

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Prada Balm in Banana Yellow Celebrates the 'Days of Summer' Campaign 2025

Prada Balm in Banana Yellow Celebrates the 'Days of Summer' Campaign 2025

Prada Balm in Banana Yellow Celebrates the 'Days of Summer' Campaign 2025

AOC returns to Prada’s ‘Days of Summer’ marketing campaign, where the Prada pink gozzo is moored beside the Prada Capri boutique, in Via Roma 2, until July 13th.

Prada Beauty Lip Balms in Macaron Colors

This Prada campaign is being executed with such colors of comprehensive precision that Prada Beauty lipstick glosses are the mouth-enticing colors of French macarons. Scratch that. I mean Italian Macaron colors.

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Tyler Mitchell Shoots Ralph Lauren Pre-Fall 2025 Campaign | AOC Talks Values

Tyler Mitchell Shoots Ralph Lauren Pre-Fall 2025 Campaign | AOC Talks Values

Tyler Mitchell Shoots Ralph Lauren Pre-Fall 2025 Campaign | AOC Talks Values

We’re living in a moment of small victories,and surely photographer Tyler Mitchell [IG] feels great pride — and his family even moreso — over Mitchell shooting the Ralph Lauren [IG] Pre-Fall 2025 Campaign. Ralph Lauren carries great symbolism and respect in the Black community.

Ralph Lauren 2024/25 Business Results

The top leadership got big raises coming off an excellent 2024 performance that resulted in a 16.8 percent increase in the stock price for the year ending March 31. Since March 31, the stock has risen another 20 percent.

Like Hermès, Brunello Cucinelli, and Prada, Ralph Lauren’s Asia business is very strong. In China Ralph Lauren saw 20 percent growth in China in their 4th quarter ending March 2025.

Louvet has definite opinions about why the business is strong in China:

It’s important to keep in mind that Ralph founded this company on values that are pretty universal: optimism, authenticity, timelessness, elegance, family. Those are globally relevant and are resonating wherever we play, including markets where you might be concerned about anti-American sentiment.

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