Consumer companies rose as traders shrugged off rising fuel prices and mixed earnings data.
LVMH, the owner of luxury brands including Louis Vuitton generated first-quarter revenue of $22.42 billion, up slightly on an organic basis from a year earlier, but below Wall Street targets. That cast some doubt on the sustainability of the "k-shaped recovery," the increases in consumer spending in recent years driven almost exclusively by upper-income shoppers.
"Even if gas prices went up substantially, if you're on the upper side of the k-shaped recovery...I don't think higher fuel costs are going to dampen the upper end of the k," said J.D. Joyce, president of Houston financial advisory Joyce Wealth Management.
Sales of used homes fell in March to a seasonally adjusted annual rate of 3.98 million, the lowest level since June 2025, the National Association of Realtors said.
Food processor Conagra Brands is hiring veteran consumer-products executive John Brase as its next chief executive, turning to an outsider as the food company navigates challenges including pressured consumers, rising inflation and changing habits tied to weight-loss drugs.
McDonald's is set to offer a Red Bull Dragonberry Energizer as part of a broader overhaul of its menu of cold drinks at its U.S. restaurants later this year.
The Texas attorney general is investigating Lululemon Athletica for allegedly using forever chemicals in its workout gear, a practice the company said it stopped two years ago.
LVMH Moët Hennessy Louis Vuitton SE is the world leader in luxury products. Net sales break down by family of products as follows:
- fashion and leather items (46.7%): brands such as Louis Vuitton, Christian Dior, Celine, Loewe, Kenzo, Givenchy, Fendi, Emilio Pucci, Marc Jacobs, Berluti, Loro Piana, etc.;
- watches and jewels (13%): Bulgari, TAG Heuer, Zenith, Hublot, Chaumet, Fred brands, Tiffany, etc.;
- perfumes and cosmetics products (10.1%): perfumes (Christian Dior, Guerlain, Loewe, Kenzo, Givenchy brands, etc.), makeup products (Make Up For Ever, Guerlain, Acqua di Parma, etc.), etc.;
- wines and spirits (6.6%): champagnes (Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d'Yquem, Domaine du Clos des Lambrays, Château Cheval Blanc, Colgin Cellars, Hennessy, Glenmorangie, Ardbeg, Belvedere, Woodinville, Volcán de mi Tierra, Chandon, Cloudy Bay, Terrazas de los Andes brands, etc.; No. 1 worldwide), wines (Cape Mentelle, Château D'Yquem, etc.), cognacs (mainly Hennessy; No. 1 worldwide), whisky (mainly Glenmorangie), etc.;
The remaining net sales (23.6%) are from selective distribution through the Sephora, DFS, Miami Cruiseline chains and Le Bon Marché and La Samaritaine department stores.
At the end of 2025, products are marketed via a network of 6,283 outlets located throughout the world.
Net sales are distributed geographically as follows: France (8.3%), Europe (18%), Japan (7.9%), Asia (26.5%), the United States (25.6%) and other (13.7%).
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