Why Luxury Brands Don't Die Fast...

6 Jul 2026 · 1 min

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This content was created by Eric Siu. This content was uploaded by Eric Siu. This is a YouTube video titled "Why Luxury Brands Don't Die Fast..." (uploaded 2026-07-06) featuring a single speaker (labeled SPEAKER A) giving an analytical commentary on LVMH and the luxury sector. The speaker highlights LVMH’s revenue-growth deceleration—from +44% in Dec 2021 down to -5% by Dec 2025 across 16 consecutive quarters—while noting EBITDA margins remain in the mid-30s. The commentary emphasizes the enduring brand power and staying power of luxury houses and the speaker’s view that LVMH remains a high-quality business they would consider owning.

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LVMH, obviously they own Louis Vuitton, they own Dior, they own Fendi, they own Sephora and 70+ luxury houses, right? So this chart over here I thought was fascinating. Since the highs of December '21, 44% revenue growth, and then you move to March of '22, it drops to 37%. June '22, 32%. And you can see it goes all the way to December 2025 and it goes -5%. LVMH has now put up 16 consecutive quarters of decelerating growth. Here's what I'll call out. Remember, we're talking about revenue growth here, just so everyone sees this, right? So you had 44% revenue growth, and now it's -5%. But you have EBITDA margins held in the mid-30s. It's still a great— I wouldn't even say it's a collection of businesses, and they're still very well known anywhere that you go in the world. I still think it's a great business. I would love to own it. I don't think it's over. These brands have been around for quite a long time too. So it's the staying power that the name behind these— it's brand power. That's what it is. Yeah.