Stock Movers LVMH Up, Imperial Brands's Buyback, B&M's Big Miss
Oct 7, 2025
Morgan Stanley's recent upgrade for LVMH sparks optimism in the luxury sector, signaling strong future prospects. Meanwhile, Imperial Brands sees a boost with a significant share buyback announcement, recovering from previous lows. In stark contrast, B&M European Value Retail faces turmoil, plummeting 22% after the CEO admits to weak operational performance and issues a profit warning. The discussion highlights the varied fortunes in the stock market and the intriguing strategies companies are employing.
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Luxury Sector Creative Revival
- Morgan Stanley upgraded LVMH and Kering to overweight citing renewed optimism among industry insiders about medium-term luxury prospects.
- Analysts expect winners from a wave of creative directors and a shift toward colorful, maximalist fashion driving demand.
Winners And Losers In Luxury
- Morgan Stanley sees a split in luxury winners and losers driven by style shifts and competition dynamics.
- LVMH and Kering should benefit from creative momentum while Hermès and Prada face tougher competition.
Tobacco Growth Is Dual-Track
- Imperial's growth mix includes traditional cigarettes alongside vapes and new-generation products driving performance.
- The new CEO's early tone and strategy execution matter for delivering the 2030 plan and investor confidence.