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TIVP102: HERMÈS AND LVMH STOCK: TIME TO BUY LUXURY?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP102: HERMÈS AND LVMH STOCK: TIME TO BUY LUXURY? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
11 October 2026
Daniel Mahncke and Shawn O’Malley revisit Hermès (EPA: RMS) and LVMH (EPA: MC), two luxury giants they previously passed on, as both stocks trade near historic valuation lows amid declining sales, weakening demand in China, and a luxury industry that has lost roughly 70 million customers since 2022.
They explore why some luxury brands continue to thrive while others struggle, how the Chinese property crisis and past luxury downturns could shape a recovery, and whether updated valuations make either Hermès or LVMH attractive enough to join The Intrinsic Value Portfolio.
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IN THIS EPISODE, YOU’LL LEARN:
- What makes LVMH and Hermès special
- About the state of the luxury market
- How long past luxury downturns were
- Why Hermès has an even better chance of recovering quickly
- Whether LVMH or RMS will be added to The Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
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- Original Episode on Hermès.
- Original Episode on LVMH.
- BCG Sector Analysis.
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