Lvmh stock forecast 2025 increased tourism from Asia is a key

Increased tourism from Asia is a key driver in the "LVMH stock forecast 2025", potentially fueling Paris and Milan luxury retail revenues by high single digits year-over-year. However, the company said it expected net sales to rise to between €30bn and €35bn in 2025, which was the lower half of the range that it had provided back in 2022 at an investor day. LVMH is also uniquely positioned as a defensive play against escalating tariff fears thanks to its truly global footprint. This global diversification cushions the company from shocks in any single market and reduces dependency on U.S.-China trade flows. Even if tariffs escalate between Washington and Beijing, LVMH's robust European and emerging market demand can act as a counterbalance. Its supply chains are also strategically spread across multiple continents, limiting vulnerability to any one country's policy shifts. This kind of geographic insulation is rare in luxury and makes LVMH more resilient than most in the face of rising protectionism. Institutional traders view "LVMH stock forecast 2025" as a defensive luxury play, underpinned by cash reserves exceeding €15 billion. Risk metrics remain favorable compared to other consumer discretionary stocks.