Lanvin Group Holdings Limited (NYSE:LANV)

Lanvin Group Holdings Limited LANV

Consumer Cyclical - Luxury Goods - NYSE - CN

Watchlist

$ 1.99

11.8 %

$ 289 M

Market Cap

-1.95

P/E

1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one LANV stock under the worst case scenario is HIDDEN Compared to the current market price of 1.99 USD, Lanvin Group Holdings Limited is HIDDEN

LANV Intrinsic Value
HIDDEN

SHOW

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one LANV stock under the base case scenario is HIDDEN Compared to the current market price of 1.99 USD, Lanvin Group Holdings Limited is HIDDEN

LANV Intrinsic Value
HIDDEN

SHOW

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one LANV stock under the best case scenario is HIDDEN Compared to the current market price of 1.99 USD, Lanvin Group Holdings Limited is HIDDEN

LANV Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart LANV

FINANCIALS

Annual
Quarterly

-119 M OPERATING INCOME

-57.9 M OPERATING CASH FLOW

-38.6 M INVESTING CASH FLOW

34.1 M FINANCING CASH FLOW

-28.3 M OPERATING INCOME

-16.7 M OPERATING CASH FLOW

-1.89 M INVESTING CASH FLOW

13.3 M FINANCING CASH FLOW

Balance Sheet Lanvin Group Holdings Limited

688 M ASSETS
522 M LIABILITIES

Current Assets	207 M
Cash & Short-Term Investments	28.1 M
Receivables	45.7 M
Other Current Assets	133 M
Non-Current Assets	481 M
Long-Term Investments	2.66 M
PP&E	173 M
Other Non-Current Assets	306 M

Current Liabilities	288 M
Accounts Payable	78.6 M
Short-Term Debt	132 M
Other Current Liabilities	77.6 M
Non-Current Liabilities	234 M
Long-Term Debt	145 M
Other Non-Current Liabilities	88.7 M

EFFICIENCY

Earnings Waterfall Lanvin Group Holdings Limited

Revenue	426 M
Cost Of Revenue	175 M
Gross Profit	251 M
Operating Expenses	369 M
Operating Income	-119 M
Other Expenses	27.7 M
Net Income	-146 M

RATIOS

-27.82% OPERATING MARGIN

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Lanvin Group Holdings Limited

Net Income	-146 M
Depreciation & Amortization	46.9 M
Capital Expenditures	-42.7 M
Stock-Based Compensation	2.75 M
Change in Working Capital	19.3 M
Others	18.4 M
Free Cash Flow	-101 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Lanvin Group Holdings Limited

LANV has no price targets from Wall Street.

4. DIVIDEND ANALYSIS

LANV does not distribute dividends.

5. COMPETITION

Fossil Group, Inc., together with its subsidiaries, designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally.

-27.4 USD

FOSL

Overvalued 1648.19%

Signet Jewelers Limited operates as a diamond jewelry retailer. It operates through three segments: North America, International, and Other. The North America segment operates jewelry stores in jewelry stores in malls, mall-based kiosks, and off-mall locations in the United States and Canada primarily under the Kay Jewelers, Kay Jewelers Outlet, Jared The Galleria Of Jewelry, Jared Vault, Zales Jewelers, Zales Outlet, Diamonds Direct, James Allen, Banter by Piercing Pagoda, and Peoples Jewellers names, as well as operates online through JamesAllen.com and Rocksbox.

184 USD

SIG

Undervalued 220.01%

Tapestry, Inc. provides luxury accessories and branded lifestyle products in the United States, Japan, Greater China, and internationally. The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman.

78 USD

TPR

Undervalued 9.22%

Capri Holdings Limited designs, markets, distributes, and retails branded women's and men's apparel, footwear, and accessories in the United States, Canada, Latin America, Europe, the Middle East, Africa, and Asia.

-5.06 USD

CPRI

Overvalued 121.24%

Movado Group, Inc. designs, sources, markets, and distributes watches worldwide. The company operates in two segments, Watch and Accessory Brands, and Company Stores.

95.6 USD

MOV

Undervalued 400.03%

Brilliant Earth Group, Inc. engages in the design, procurement, and retail sale of diamonds, gemstones, and jewelry in the United States and internationally.

25.6 USD

BRLT

Undervalued 1277.37%

MYT Netherlands Parent B.V., through its subsidiary, Mytheresa Group GmbH, operates a luxury e-commerce platform for fashion consumers in Germany, the United States, the rest of Europe, and internationally.

-0.196 USD

MYTE

Overvalued 102.09%

Charles & Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company manufactures, markets, and distributes moissanite jewels and finished moissanite jewelry under the Charles & Colvard Created Moissanite brand; and premium moissanite gemstones under the Forever One brand name.

-20.3 USD

CTHR

Overvalued 1436.23%

The RealReal, Inc. operates an online marketplace for consigned luxury goods in the United State. It offers various product categories, including women's, men's, kids', jewelry and watches, and home and art products.

-57.6 USD

REAL

Overvalued 705.56%

6. Ownership

Insider Ownership Lanvin Group Holdings Limited

Summary
Transactions

Sold

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Date	Value	Insider	Amount	Avg Price
18 years ago May 26, 2006	Bought 4.83 K USD	BRIDGE PAUL W JR CHIEF FINANCIAL OFFICER	+ 900	5.37 USD
18 years ago May 26, 2006	Bought 5.92 K USD	BRIDGE PAUL W JR CHIEF FINANCIAL OFFICER	+ 1100	5.38 USD
18 years ago May 05, 2006	Sell 1.75 K USD	Patsy Sharon B 10 percent owner	- 250	7 USD
18 years ago May 08, 2006	Sell 700 USD	Patsy Sharon B 10 percent owner	- 100	7 USD
19 years ago Dec 09, 2005	Sell 39.7 K USD	Geers William A CHIEF OPERATING OFFICER	- 8100	4.9 USD
19 years ago Dec 12, 2005	Sell 34 K USD	Geers William A CHIEF OPERATING OFFICER	- 6900	4.93 USD
19 years ago Sep 01, 2005	Bought 28 K USD	VONDERBRINK EDWARD Director	+ 7500	3.7396 USD

7. News

Lanvin Group Holdings Limited to Hold Annual General Meeting on December 11, 2024 NEW YORK , Nov. 19, 2024 /PRNewswire/ -- Lanvin Group Holdings Limited (NYSE: LANV, the "Company" or "Lanvin Group"), a global luxury fashion group, today announced that it will hold its annual general meeting of the shareholders (the "AGM") virtually through a live webcast and teleconference on December 11, 2024 at 9:00 AM EST. No proposals will be submitted for shareholder approval at the AGM. prnewswire.com - 2 months ago

Lanvin Group Holdings Limited (LANV) Q2 2024 Earnings Call Transcript Lanvin Group Holdings Limited (NYSE:LANV ) Q2 2024 Earnings Conference Call August 26, 2024 8:00 AM ET Company Participants Eric Chan - CEO David Chan - Executive President and CFO Conference Call Participants Tracy Kogan - Citi Operator Thank you for joining us, and welcome to the Lanvin Group's 2024 First Half Financial Results Conference Call. All participants will be in listen-only mode. seekingalpha.com - 4 months ago

Lanvin Group Posts Revenue of €171 million in H1 2024 Global Challenges Impact First-Half Results Group Revenue was €171 million for H1 2024, a 20% decrease over H1 2023 Group Gross profit margin remained steady, declining just 1% to 57.5%, and Lanvin, St. John and Caruso all showed marked gross profit margin improvement from better full-price sell-through and strategic inventory management Global luxury market softness particularly impacted revenue in EMEA and Greater China; as did the Wholesale Channel; Lanvin brand showed strong growth in APAC, outside of Greater China, with 9% growth Wolford revenue and margin was impacted by a significant shipping delay due to integration issues with a new logistics provider; and Sergio Rossi saw a planned rationalization of third-party production resulting in lower revenue Strategic actions were taking in H1 2024 to ensure our brands' long-term competitiveness globally, including the appointment of Peter Copping as Lanvin's new Artistic Director; appointment of Regis Rimbert as Wolford's CEO; and the optimization of production and supply chain management for Sergio Rossi Adjusted EBITDA held steady, decreasing only €1 million, period-over-period due to proactive cost management initiatives All brands remained committed to improving cost structure while continuing to tactically invest in marketing for upcoming campaigns NEW YORK , Aug. 26, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group with Lanvin, Wolford, Sergio Rossi, St. John and Caruso in its portfolio of brands, today announced its results for the first half of 2024. Despite facing macroeconomic pressures in the global luxury market, the Group continued to drive its innovative strategies and remained focused on the long-term development of its brands. prnewswire.com - 4 months ago

SERGIO ROSSI APPOINTS PAUL ANDREW CREATIVE DIRECTOR MILAN, July 24, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group, announced today that Sergio Rossi, an Italian luxury footwear brand, has appointed Paul Andrew as Creative Director. A leading voice in the new generation of design talent, Paul Andrew cultivated his aesthetic and technical expertise alongside Donna Karan, Calvin Klein, Narciso Rodriguez, and the late Alexander McQueen. prnewswire.com - 5 months ago

LANVIN APPOINTS PETER COPPING ARTISTIC DIRECTOR NEW YORK , June 27, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group, announced today that Lanvin, Lanvin Group's flagship brand and the oldest continually operating couture house in France, has appointed Peter Copping as Artistic Director. He will take the role as the creative lead for womenswear and menswear collections, starting from September 2024. prnewswire.com - 6 months ago

Regis Rimbert Named CEO of Wolford AG NEW YORK , June 13, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group, announced today that Regis Rimbert has been appointed as CEO of Wolford AG by the Wolford AG's Supervisory Board, effective from June 14th, 2024. He succeeds Silvia Azzali, who has chosen to leave the company for personal reasons. prnewswire.com - 7 months ago

Lanvin Group Holdings Limited (LANV) Q4 2023 Earnings Call Transcript Lanvin Group Holdings Limited (NYSE:LANV ) Q4 2023 Earnings Conference Call April 30, 2024 8:00 AM ET Company Participants Eric Chan - Chief Executive Officer David Chan - Executive President & Chief Financial Officer Siddhartha Shukla - Deputy Chief Executive Officer, Lanvin Brand Silvia Azzali - Chief Executive Officer, Andy Lew - Chief Executive Officer, St. John Conference Call Participants Tracy Kogan - Citi Doug Lane - Water Tower Research Operator Thank you for joining us and welcome to the Lanvin Group's Fiscal Year 2023 Financial Results Conference Call. All participants will be in listen-only mode. seekingalpha.com - 8 months ago

Lanvin Group Shows Resiliency in Sales and On-Track Margin Improvement in 2023 Revenue Continues Year-o ver -Year Growth Trend Revenue of €426 million for FY2023, a 1% increase over FY2022 despite macroeconomic headwinds Continued margin improvement with Group gross profit margin increasing to 59% and both contribution profit(1) and adjusted EBITDA margins steadily improving Resilient performance of the brands through challenging market environment; Lanvin brand showed improving trend in the second half of the year while overall industry faced strong headwinds Steady regional performance highlighted by nearly 8% growth in APAC Improving store metrics with steady DTC revenue on a lower base of stores showed footprint rationalization strategy on track; first Middle East Lanvin location opened in Riyadh with two more anticipated in the coming months On track for cashflow breakeven in 2025 with Caruso achieving breakeven Adjusted EBITDA in 2023 and two additional brands expected to achieve Adjusted EBITDA breakeven in 2024 NEW YORK , April 30, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group with Lanvin, Wolford, Sergio Rossi, St. John and Caruso in its portfolio of brands, today announced its results for the full-year 2023. The Group achieved revenue of €426 million, a 1% increase year-over-year versus 2022; and gross profit of €251 million, representing a 59% gross margin and a 250bps increase versus 2022. prnewswire.com - 8 months ago

Lanvin Group to Report 2023 Full-Year Audited Results on April 30, 2024 NEW YORK , April 22, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group, will release its audited results for the full-year 2023 on Tuesday, April 30, 2024. On the same day, at 8:00 a.m. prnewswire.com - 8 months ago

Lanvin Group Resiliency was Key in 2023, Preliminary Revenues Up 1% Year-on-Year Revenue of €426 million for FY2023, a 1% increase over FY 2022 Despite challenging conditions, Lanvin Group grew revenue by 8% in APAC Resiliency through creative transition at Lanvin brand helped improve sales trend in the second half of 2023 Positive signals in the DTC channel, including e-Commerce are proving the effectiveness of the Group's strategy Ongoing implementation of strategic plans in 2023 to drive further revenue growth and margin improvement NEW YORK , Feb. 21, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group with Lanvin, Wolford, St. John, Sergio Rossi, and Caruso in its portfolio of brands, today announced its preliminary, unaudited revenues for the full-year 2023. The Group achieved revenues of €426 million, a 1% increase year-over-year versus 2022. prnewswire.com - 10 months ago

Lanvin Group to Report 2023 Full-Year Preliminary Revenues on February 21, 2024 NEW YORK , Feb. 6, 2024 /PRNewswire/ -- Lanvin Group (NYSE: LANV, the "Group"), a global luxury fashion group, today opened registration for its 2023 revenue results conference call. The Group will release its unaudited revenues for the full-year 2023 on Wednesday, February 21, 2024. prnewswire.com - 11 months ago

Lanvin Group Holdings Limited to Hold Annual General Meeting on December 21, 2023 NEW YORK , Dec. 8, 2023 /PRNewswire/ -- Lanvin Group Holdings Limited (NYSE: LANV, the "Company" or "Lanvin Group"), a global luxury fashion group, today announced that it will hold its annual general meeting of the shareholders (the "AGM") virtually through a live webcast and teleconference on December 21, 2023 at 9:00 AM EST. No proposals will be submitted for shareholder approval at the AGM. prnewswire.com - 1 year ago

8. Profile Summary

Lanvin Group Holdings Limited LANV

COUNTRY CN

INDUSTRY Luxury Goods

MARKET CAP $ 289 M

Dividend Yield 0.00%

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.

Contact 3701-02, Tower S2, Shanghai, 200010 https://www.lanvin-group.com

IPO Date March 15, 2021

Employees 2637

Officers Mr. Regis Rimbert Chief Executive Officer of Wolford Ms. Helen Elizabeth Wright Chief Executive Officer of Sergio Rossi Mr. David K. Chan Executive President & Chief Financial Officer Mr. Eric Chan Chief Executive Officer Mr. Andy S. Lew Chief Executive Officer of St. John Mr. Siddhartha Shukla Deputy Chief Executive Officer of Lanvin Mr. Marco Angeloni Chief Executive Officer & Chairman of Raffaele Caruso SpA Mr. Cheng Gong Chief Risk Officer

Price Chart LANV

Lanvin Group Holdings Limited LANV

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