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ubs maintains neutral stance on lvmh amid tariff concerns
UBS has maintained a "Neutral" rating on LVMH, citing that European luxury goods manufacturers are likely to pass on new US tariffs to consumers through price increases. Analyst Zuzanna Pusz warns that the risk from declining consumer sentiment is significant, with customs duties potentially reducing operating results by an average of 7%. The impact is expected to be lowest for brands like LVMH and Prada, while Salvatore Ferragamo and Burberry may face the highest effects.
ubs maintains neutral stance on kering amid tariff concerns
UBS has maintained a "Neutral" rating on Kering, noting that European luxury goods manufacturers are likely to pass on new US tariff costs to consumers through price increases. Analyst Zuzanna Pusz warns that the risk from declining consumer sentiment is significant, with customs duties potentially reducing operating results by an average of 7%. Kering, along with Moncler, Hermes, Prada, LVMH, and Richemont, is expected to face the least impact, while Salvatore Ferragamo, Swatch, and Burberry may be more affected.
ubs maintains buy rating on richemont amid tariff concerns
UBS has maintained a "Buy" rating on Richemont, noting that European luxury goods manufacturers are likely to pass on new US tariff costs to consumers through price increases. Analyst Zuzanna Pusz highlights that the risk from declining consumer sentiment is more significant, with customs duties potentially reducing operating results by an average of 7%. The impact is expected to be lowest for brands like Richemont, LVMH, and Hermes, while Salvatore Ferragamo, Swatch, and Burberry face the highest risks.
UBS AG has upgraded its price target for Richemont shares from 180 to 184 francs, maintaining a "Buy" rating ahead of the company's quarterly results. Despite a challenging industry environment, the jewelry segment is expected to outperform competitors. Currently, Richemont shares are trading at CHF 158.80, reflecting a potential upside of 15.87% based on the new target.
ubs lowers hermes price target but maintains buy rating
UBS has reduced its price target for Hermès from €3205 to €2975 while maintaining a "Buy" rating ahead of the company's quarterly results. Analyst Zuzanna Pusz noted a strong start to the year for the luxury goods group, reflecting her updated forecasts and sector valuation changes. Hermès and Richemont remain her top picks in the sector.
UBS has reduced its price target for LVMH from 745 to 650 euros while maintaining a "Neutral" rating ahead of the luxury goods group's quarterly results. Analyst Zuzanna Pusz noted that, despite a solid long-term investment outlook, the upcoming first-quarter results are unlikely to indicate a return to positive earnings momentum.
UBS has increased its price target for Hermès from €2,475 to €3,205 while maintaining a "Buy" rating. Analyst Zuzanna Pusz noted that the luxury goods group's fourth-quarter sales significantly exceeded market expectations, prompting an upward revision of revenue and earnings forecasts for 2025 to 2027.
UBS maintains buy rating for Hermes with target price of 2475 euros
UBS has maintained its "Buy" rating for Hermès, setting a target price of 2,475 euros, following the luxury goods group's strong fourth-quarter performance that exceeded expectations. Analyst Zuzanna Pusz highlighted the company's unique business model and the positive industry trend benefiting only a select few players. Hermès has seen a 50% increase since its initial recommendation.
ubs maintains buy rating for hermes with target price of 2475 euros
UBS has maintained its "Buy" rating for Hermès, setting a target price of 2,475 euros. Analyst Zuzanna Pusz noted that the luxury goods group surpassed expectations in the fourth quarter, highlighting its unique business model and favorable industry trends benefiting only a select few players.
ubs upgrades hermes to buy with target price of 2475 euros
UBS has upgraded Hermès to a 'Buy' rating with a target price of €2,475, following the luxury goods group's strong fourth-quarter performance that exceeded expectations. Analyst Zuzanna Pusz highlighted the unique business model and favorable industry trends benefiting only a select few players.
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