Consumer companies rose as strength in a luxury firm's sales offset a weak reading of U.S. shoppers' mood.
Consumer confidence dropped in January to the lowest tally in The Conference Board's survey in more than a decade.
Luxury chains rose slightly after the largest fashion conglomerate, LVMH Moet Hennessy posted a 1% increase in fourth-quarter sales. Sales rose to 22.72 billion euros, slightly ahead of the average Wall Street projection, as tallied by Visible Alpha. Rivals such as Burberry, Tapestry and Hermes rose in sympathy.
The confluence of broad weakness in sentiment and strength in luxury demand was a reminder of what some economists are calling a "k-shaped" economy.
"The picture for the consumer remains very mixed, with the top earners benefiting from the wealth effect while the bottom 60% of the income distribution is being negatively impacted by policy changes including shifting tariffs, sticky inflation, and housing affordability," said Eric Teal, chief investment officer for Comerica Wealth Management, in emailed commentary.
Sysco shares rallied after the Houston food-service giant said it was likely to hit the high end of its previous adjusted earnings target for the fiscal year ending in June.
Shares of four-wheeler maker Polaris fell after its fourth-quarter earnings growth lagged some investors' expectations.
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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