LVMH and Luxury Brands Defy U.S. Value Trend, Highlight Affluent Consumer Strength

LVMH Moët Hennessy reported resilient U.S. sales growth despite broader consumer shifts toward value-seeking behavior. The luxury conglomerate's third-quarter revenue ROSE 3% year-over-year in the American market, offsetting declines in Europe and Asia. Tiffany, BVLGARI, and Sephora emerged as standout performers, capitalizing on sustained demand from high-net-worth individuals.

Research confirms affluent Americans are driving disproportionate economic activity, buoyed by stock market gains. This divergence creates tailwinds for luxury goods while mass-market retailers face pressure. Currency fluctuations temporarily masked some segment performances, but underlying demand remains robust for premium brands.

The findings suggest luxury travel, wealth management, and high-end retail may continue outperforming as wealth concentration intensifies. LVMH's results underscore how discretionary spending bifurcation is reshaping consumer markets globally.