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LVMH Soars, PageGroup Rises, RENK Group Slides

Oct 15, 2025
LVMH's surprising return to sales growth offers hope for the luxury market's recovery. Meanwhile, PageGroup shows resilience with a softer drop in profits, signaling better conditions in recruitment across key regions. On the flip side, RENK Group experiences a downturn after a downgrade from Citi, raising concerns about its valuation amid a defensive rally. This episode unpacks the varying fortunes of these companies in today's market.
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INSIGHT

Luxury Demand Showing Early Recovery

  • LVMH unexpectedly returned to sales growth in Q3, signaling easing luxury demand pressure.
  • Analysts view the result as an encouraging trend that could lead to growth resumption in 2026.
INSIGHT

Recruitment Market Showing Signs Of Stabilizing

  • PageGroup's Q3 showed a milder gross profit drop versus H1, hinting the market may be stabilizing.
  • Europe remains weak but the US and Asia are stable, and the company still targets its four-year goals.
ADVICE

Watch Cost Cuts And Targets Closely

  • Do note that PageGroup is cutting costs while pursuing four-year targets to navigate subdued client confidence.
  • Monitor their progress as cost reductions and market stabilization will determine recovery potential.
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