据外媒BeautyMatter报道，LVMH集团正考虑出售旗下彩妆品牌 Make Up For Ever（玫珂菲），作为其美妆业务重组的一部分。 此外，报道中还提到，LVMH集团还在权衡出售护肤品牌Fresh、剥离美妆品牌Fenty Beauty股份等。 公开资料显示，Make Up For Ever品牌由彩妆艺术家Dany Sanz于1984年成立，1999年被LVMH集团收购，曾被寄予"10亿欧元俱乐部"的厚望。然而现实情况 是，Make Up For Ever已连续八年出现亏损，目前年净营收维持在3亿欧元左右。而且Make Up For Ever品牌被认为过于偏向大众市场，与LVMH集团聚焦高 端奢侈品的定位不符。 Make Up For Ever旗下产品涵盖粉底液、眼影、唇膏等多个品类，拥有仿真肌粉底液、艺术家眼线笔、马卡龙妆前乳等多款明星单品。 从2019年至今，Make Up For Ever已换过三任首席执行官，企图扭转发展颓势，但是效果并不明显。截至目前，LVMH集团暂未对上述传闻做出回应。 报道中指出，LVMH集团已接洽多家美妆领域的战略投资方及私募股权投资公司，试探市场对品牌的兴趣度。Ma ...

Core Insights - Alexandra Winokur has been appointed as the deputy chief executive officer of LVMH Moët Hennessy Louis Vuitton's North American division, effective Monday, reporting to Michael Burke, chairman and CEO of LVMH Americas [1][2] - Winokur succeeds Anish Melwani, who is leaving to pursue new opportunities but will remain until April for a transition period [2] - Winokur has extensive experience in the luxury retail sector, having held senior roles at brands such as Louis Vuitton, Tiffany & Co., and Marc Jacobs, and is expected to collaborate closely with Burke to enhance growth in the U.S. market [2][3] Company Strategy - Winokur will focus on strengthening the community of local brand presidents and providing direction on client experience, retail, and digital innovation to support the group's local ambitions [4] - North America is strategically vital for LVMH, with the region being the best-performing for the company in 2025, despite overall group revenues declining by 1 percent in organic terms [5][9] - As of the end of last year, LVMH operated 1,232 stores in the U.S. and employed nearly 42,000 individuals, indicating a significant retail presence [5] Leadership Transition - Anish Melwani has significantly contributed to the growth of LVMH's North American business over the past decade, enhancing its attractiveness and coordinating regional operations [6] - Under Melwani's leadership, LVMH expanded its retail and manufacturing footprint, including the establishment of a Louis Vuitton leather goods workshop in Texas in 2019 [8]

在美妆部门本月初完成"换帅"后，LVMH集团（下称"LVMH"）或已启动针对该业务的深度战略优化进程。 近日，有多家外媒报道称，LVMH正在评估出售旗下护肤品牌馥蕾诗（Fresh），同时也在为玫珂菲（Make Up For Ever）寻找潜在买家，并考虑减持与蕾 哈娜共同打造的Fenty Beauty部分股权。 报道指出，"LVMH已接洽多家美妆领域的战略投资方及私募股权投资公司，试探市场对品牌的兴趣度。"对于该传闻，LVMH方面暂未予以公开置评。青 眼亦就此事通过邮件向LVMH总部进行求证，但截止发稿前，尚未得到LVMH方面的回复。 LVMH考虑出售馥蕾诗 本月初（2月9日），LVMH官宣美妆部门"一把手"更迭，"美妆老将"斯铂涵（Stéphane Rinderknech）正式离任，继任者为在LVMH工作20余年的Véronique Courtois，其职业生涯与LVMH美妆板块的发展深度绑定。 美妆部门高层人事更迭甫一落定，LVMH即着手对该业务展开深入的战略优化。据多家外媒报道，"LVMH正在进行一次较大规模的美妆部门战略重构， 涉及评估出售包括馥蕾诗、玫珂菲等在内的多个品牌资产。" 截自外媒报道 其中 ...

如此之下，业界认为在LVMH集团发展面临挑战的情况下，出售或许是最佳选择。 近日，有消息称，全球奢侈品巨头LVMH集团正在考虑出售旗下彩妆品牌Make Up For Ever玫珂菲（以 下简称"玫珂菲"），此外，该集团也正在考虑出售护肤品牌馥蕾诗以及计划剥离其持有的FentyBeauty的 部分股份。对此，北京商报记者向LVMH集团进行求证，截至发稿未收到回复。 玫珂菲创立于1984年的巴黎，1999年被LVMH集团收购。玫珂菲以专业彩妆师起家，产品线丰富，平均 客单价估计在300—500元，曾被称为"彩妆界的哈佛"，在彩妆界颇有地位。 馥蕾诗由LevGlazman与Alina Roytberg夫妇于1991年在美国创立，以天然成分为核心卖点，2011年进入 中国市场后颇受欢迎，曾被不少爱美人士追捧。 值得注意的是，这两个曾在彩妆与护肤领域颇有地位的品牌，在近几年的发展中略显疲态。根据公开报 道，玫珂菲、馥蕾诗处于亏损状态，且玫珂菲亏损多年。2024年至2025年期间，馥蕾诗在中国市场关闭 多家门店。而由美国流行天后蕾哈娜与LVMH旗下美妆孵化器Kendo Brands共同创立的Fenty Beauty品 牌 ...

大公司： 横店影视：连续2日收盘价跌幅偏离值累计超20% 法国金融市场管理局2月25日公布的文件确认，截至2月19日，阿尔诺家族在路易威登集团（LVMH）的 持股比例已升至50.01%的资本份额和65.94%的表决权份额。（新浪财经） 宝莫股份：多位董高人员辞职，总经理代行董秘职责 36氪获悉，宝莫股份公告，因公司控制权转让后续安排，董事长陶旭城、副董事长冉卫东、董事文莉和 罗雅心辞职，文莉因工作交接将履职财务负责人至2026年2月28日，其余已完成交接。因工作内容和个 人原因，副总经理、董秘张世鹏和人事行政总监、证代廖媛媛也辞职，张世鹏仍任副总经理。截至公告 披露日，上述人员均未持股、无相关承诺问题。董事会指定总经理李鼎代行董秘职责，期限不超3个 月。 联想：基础设施业务第三财季营收同比增长超30% 联想集团执行副总裁兼中国区总裁刘军在内部邮件中特别指出，联想中国区基础设施业务取得里程碑式 进展。其中，服务器业务营收年比年增长17%，CSP（云基础设施）已拿下多家互联网厂商大单、营收 同比增长37.1%，E/SMB（企业基础设施）营收年比年提升52%；联想AI服务器业务实现两位数高速增 长，尤其在国内实现6 ...

格隆汇2月25日｜法国金融市场管理局2月25日公布的文件确认，截至2月19日，阿尔诺家族在路易威登 集团（LVMH）的持股比例已升至50.01%的资本份额和65.94%的表决权份额。 ...

French billionaire Bernard Arnault has taken majority ownership of LVMH with a stake valued at more than $160 billion, tightening his family's control of the sprawling luxury-goods company that he fou... ...

里昂发表研报指，截至昨日(23日)数据显示，春节假期内地消费整体维持正面，旅游出行热度良好。跨 境旅游方面，国家移民管理局预计，日均跨境客流量年增约14%。海南免税店的消费在更强劲的促销活 动及政策推动的增量需求下保持韧性，但很大程度上已反映在中国中免的股价中。但电影票房表现疲 软，创下八年来的最低纪录。 此外，里昂的渠道调查显示，受金价波动影响，黄金珠宝销售仍面临压力，而部分奢侈品牌则在年初至 今表现强劲。该行认为，春节数据更偏向强劲的出行及旅游业，且高端消费表现良好，将有利里昂首选 股包括：新秀丽、法国奢侈品巨擘LVMH和卡地亚母公司瑞士历峰集团，以及与国内需求相关的安踏体 育。 ...

Core Insights - The article discusses how certain industries are thriving despite a general perception of economic downturn, highlighting eight key sectors that present significant business opportunities in a low-desire society [3][4]. Group 1: Key Industries - **Second-Hand Economy**: The second-hand luxury market in Japan, represented by companies like Daikokuya, has seen a surge in revenue. In China, platforms like Hongbulin and Panghu are experiencing similar growth, indicating a shift in consumer spending towards second-hand goods [6][7][8][9]. - **Pet Economy**: With a decline in birth rates, young consumers are increasingly spending on pets, leading to significant growth in pet food and healthcare products. Companies like Inaba in Japan and Guobao in China are capitalizing on this trend [12][13][15][16]. - **Adult Care Products**: The adult diaper market in Japan has surpassed $10 billion, showcasing the potential of the aging population as a lucrative market segment [17][18][19]. - **Health Food and Beverages**: Changing demographics and rising health awareness have led to the growth of sugar-free beverages and functional foods in both Japan and China, with brands like Suntory and Dongpeng gaining traction [21][22]. - **Beauty and Aesthetic Products**: The demand for beauty products, including collagen supplements and at-home beauty devices, remains strong, indicating that consumers prioritize personal care even in economic downturns [23][24][26]. - **Outdoor Recreation**: Companies in the outdoor equipment sector, such as Snow Peak in Japan and various Chinese brands, are benefiting from increased interest in outdoor activities as a form of stress relief [29][31][32]. - **Convenience Economy**: The rise of frozen foods and smart home appliances reflects a shift towards convenience, with brands like Anjijia and Kewell seeing steady growth as consumers seek time-saving solutions [39][40][42]. - **Lazy Economy**: The trend of reduced cooking time among younger generations has led to a preference for ready-to-eat meals and smart appliances that automate household tasks, indicating a shift in consumer priorities [39][40][42]. Group 2: Market Dynamics - The article emphasizes that even in a low-desire economy, there are significant opportunities for those willing to invest in counter-cyclical sectors. Companies that can identify and act on these opportunities are likely to emerge as winners [44].

Core Insights - LVMH Moët Hennessy Louis Vuitton has announced the availability of its 2025 audited consolidated financial statements [1] - The French version of the financial statements was filed with the "Autorité des Marchés Financiers" (AMF) on February 12, 2026 [1] - The English translation of the financial statements can be accessed in the Publications section of the company's website [1]