Consumer Cyclical - Luxury Goods - NYSE - CN
$ 1.8
13.9 %
$ 261 M
Market Cap
-1.71
P/E
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.[ Read More ]
The intrinsic value of one LANV stock under the base case scenario is HIDDEN Compared to the current market price of 1.8 USD, Lanvin Group Holdings Limited is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart LANV
FINANCIALS
426 M
REVENUE
-119 M
OPERATING INCOME
-146 M
NET INCOME
-57.9 M
OPERATING CASH FLOW
-38.6 M
INVESTING CASH FLOW
34.1 M
FINANCING CASH FLOW
106 M
REVENUE
-23.3 M
OPERATING INCOME
-33.2 M
NET INCOME
114 K
OPERATING CASH FLOW
-5.04 M
INVESTING CASH FLOW
3.87 M
FINANCING CASH FLOW
Balance Sheet Decomposition
Lanvin Group Holdings Limited
| 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
58.88%
GROSS MARGIN
-27.82%
OPERATING MARGIN
-30.34%
NET MARGIN
-76.36%
ROE
-18.80%
ROA
-40.32%
ROIC
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 |
Wall Street Analysts Price Targets
Lanvin Group Holdings Limited
LANV has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00%
DIVIDEND YIELD
0 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Lanvin Group Holdings Limited
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| 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 |
|
18 years ago
Dec 09, 2005
|
Sell 39.7 K USD
|
Geers William A
CHIEF OPERATING OFFICER |
- 8100
|
4.9 USD |
|
18 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 (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
- 2 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
- 2 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
- 3 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
- 4 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
- 5 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
- 6 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
- 6 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
- 6 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
- 8 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
- 9 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
- 11 months ago
Lanvin Group Announces New CEO
NEW YORK, Dec. 8, 2023 /PRNewswire/ -- The board of Lanvin Group (NYSE: LANV) today announced that Joann Cheng, the group's founding Chairman and Chief Executive Officer, has informed the board that she has decided to step down from her roles to pursue new endeavours outside the group. Consequently, the board has appointed Mr.
prnewswire.com
- 11 months ago
8. Profile Summary
Lanvin Group Holdings Limited LANV
COUNTRY
CN
INDUSTRY
Luxury Goods
MARKET CAP
$ 261 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. David K. Chan
Executive President & Chief Financial Officer
Mr. Andy S. Lew
Chief Executive Officer of St. John
Mr. Eric Chan
Chief Executive Officer
Ms. Helen Elizabeth Wright
Chief Executive Officer of Sergio Rossi
Mr. Siddhartha Shukla
Deputy Chief Executive Officer of Lanvin
Mr. Marco Angeloni
Chief Executive Officer & Chairman of Raffaele Caruso SpA
Mr. Regis Rimbert
Chief Executive Officer of Wolford
Mr. Cheng Gong
Chief Risk Officer