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Tuesday, 13. October 2026

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🍾 Beverages ✦ AI

LVMH Moët Hennessy Louis Vuitton (EPA: MC) reports positive Wines & Spirits organic revenue growth year-on-year in its Q3 2026 revenue update (approx. 13 October 2026), confirmed by LVMH press release or Bloomberg

LVMH's Wines & Spirits segment (Hennessy, Moët & Chandon, Dom Pérignon, Krug, Ruinart) reported +5% organic revenue growth in H1 2026 – a sharp recovery from the –17% slump in H1 2025. Key drivers: cognac demand in China following positive Chinese New Year phasing and stronger champagne volumes. Q1 2026 alone already delivered +5% organic growth. The Q3 comparison base (Q3 2025) was also depressed by the China-driven decline, making a continuation of positive growth probable. No Polymarket market available. Key risk factors: US tariffs on French spirits/wine imports and a potential cooling of Chinese luxury demand in autumn 2026.

65%
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