LVMH (MC) ESG Presentation summary
Event summary combining transcript, slides, and related documents.
ESG Presentation summary
24 Jul, 2025Strategic vision and business overview
Emphasizes long-term value creation, responsible luxury, and sustainability as core principles, with a decentralized structure supporting creativity and entrepreneurial spirit across 75 Maisons in 81 countries.
Achieved €84.7bn in revenue and €12.6bn net profit, with a diverse portfolio spanning wines & spirits, fashion & leather goods, perfumes & cosmetics, watches & jewelry, selective retailing, and hospitality.
Maintains a stable shareholder base, with 49% held by the Arnault family group and 64.8% of voting rights.
Board and executive leadership are balanced in gender and independence, with robust governance committees overseeing performance, compensation, and sustainability.
Value creation is shared among employees (40%), investments (20%), dividends (20%), and taxes (20%).
ESG governance and risk management
ESG governance is integrated at all levels, with dedicated committees and correspondents for environment, social, ethics, and sourcing, and a strong focus on compliance, vigilance, and stakeholder engagement.
The LIFE 360 program drives climate, biodiversity, circularity, and traceability objectives, with SBTi-validated climate targets and a 2025 CSR roadmap.
Main extra-financial risks include ecosystem impact, responsible supply chains, transfer of key skills, and employee inclusion.
Comprehensive risk mapping, double materiality analysis, and scenario planning are used for CSRD reporting and strategic alignment.
Zero tolerance for corruption, robust whistleblower protection, and regular ethics training are enforced across the Group.
Environmental commitments and performance
LIFE 360 targets a 50% reduction in Scopes 1 & 2 GHG emissions by 2026 and 55% reduction in Scope 3 by 2030, with 71% of energy from renewables in 2024.
3.8 million hectares of habitat preserved or restored, with zero deforestation and 100% certified strategic raw materials targeted by 2025-2026.
Regenerative agriculture projects are scaling up, aiming for 100% of raw materials from regenerative sources by 2030.
Water footprint to be reduced by 30% by 2030, with best practices in water reuse and process optimization.
Circularity initiatives include zero virgin fossil-based plastic packaging by 2026, 100% eco-designed new products by 2030, and industrialized recycling processes.
Latest events from LVMH
- Revenue and profit declined, but strong cash flow and Selective Retailing showed resilience.MC
Q2 202513 Feb 2026 - Revenue up 2% organically to €41.7B, but profit and net income declined year-over-year.MC
Q2 20243 Feb 2026 - 2025 revenue was €80.8bn, profit fell 9%, but cash flow and Selective Retailing were strong.MC
Q4 20252 Feb 2026 - Revenue held steady at €60.8bn, with growth in Japan and retail offsetting declines elsewhere.MC
Q3 202419 Jan 2026 - Revenue grew 1%, profit declined, and all resolutions passed amid global headwinds.MC
AGM 202512 Jan 2026 - Revenue stable at €84.7bn, profit down 17%, but cash flow and retail segments excelled.MC
Q4 202412 Jan 2026 - Q1 2025 revenue fell 2% to €20.3B, with Europe up, Asia and US down, and selective resilience.MC
Q1 202519 Dec 2025 - Q3 2025 organic revenue grew 1%, led by local demand and Selective Retailing gains.MC
Q3 202520 Oct 2025