Lanvin Group Holdings Limited (LANV) AI Stock Analysis
LANV AI stock analysis summary
AI ResearchLanvin Group Holdings Limited (LANV) operates a global portfolio of luxury fashion houses including Lanvin, Wolford, and St. John. In FY2025, revenue contracted 26.8% to $240.5M while net loss expanded to -$238.5M. The company faces a constrained capital structure with net debt of $529.5M and negative shareholders' equity of -$312.6M.
- Market cap
- $121.5M
- Revenue (TTM)
- $225.5M
- P/E
- —
- 1Y return
- -59.8% S&P 500 16.8%
- Avg. target
- $0.96 11.0% vs last close
Bull case
- Gross margin improved to 58.2% in FY2025 compared to 55.6% in FY2024.
- The stock trades at a price-to-sales multiple of 0.5x, below the median of 0.7x for its US-listed Consumer Cyclical peers.
- Wall Street's mean price target of $0.96 sits 11.0% above the last close price of $0.87.
Bear case
- Revenue fell 26.8% in FY2025 to $240.5M, following a 22.9% decrease in FY2024.
- Free cash flow remained negative at -$110.1M in FY2025 alongside an operating margin of -61.6%.
- Total debt of $556.0M substantially exceeds cash of $26.4M, contributing to negative shareholders' equity of -$312.6M.
What Lanvin does
Lanvin Group Holdings Limited operates globally as a couture house specializing in luxury fashion. Its portfolio includes the Lanvin brand, which offers ready-to-wear, made-to-measure garments, footwear, leather goods, costume jewelry, accessories, eyewear, and childrenswear. The company also features luxury womenswear and leather goods under the St. John brand, leisurewear and formalwear under the Caruso brand, premium legwear and lingerie under the Wolford brand, and footwear under the Sergio Rossi brand. Headquartered in Shanghai, China, the company operates as a subsidiary of Fosun International Limited.
Growth and profitability
Revenue increased from $308.8M in FY2021 to $426.2M in FY2023, but fell 22.9% to $328.6M in FY2024 and dropped 26.8% to $240.5M in FY2025. Gross margin reached 58.2% in FY2025, up from 55.6% in FY2024. Operating margin deteriorated to -61.6% in FY2025 compared to -47.6% in FY2024, resulting in a net loss of -$238.5M and a net margin of -99.2%. Operating cash flow was -$107.3M, and free cash flow was -$110.1M in FY2025. For the latest quarter ended June 30, 2025, quarterly revenue declined 12.9% year-over-year, while trailing twelve months revenue stood at $225.5M.
Balance sheet and cash flow
As of June 30, 2026, the company held $26.4M in cash and short-term investments against total debt of $556.0M, resulting in net debt of $529.5M. Total assets were $437.8M, while shareholders' equity stood at -$312.6M, reflecting negative equity. The company reported a current ratio of 0.20. For FY2025, capital expenditures were $2.8M and share buybacks totaled $669,000. Over a five-year period, the share count increased by 117.6%.
Valuation and performance
At a last close price of $0.87, Lanvin Group has a market capitalization of $121.5M and an enterprise value of $727.5M. The stock trades at a price-to-sales ratio of 0.5x, below the median of its US-listed Consumer Cyclical peers of 0.7x. Its price-to-book ratio is 1.6x, and enterprise value-to-revenue stands at 2.8x. Over the past year, the stock fell 59.8%, and its five-year return was -91.1%, trailing the S&P 500 benchmark which returned 16.8% over one year and 83.0% over five years.
What analysts expect
Wall Street coverage comprises 1 Hold rating, with 0 Buy, 0 Strong Buy, 0 Sell, and 0 Strong Sell ratings. The mean price target is $0.96, representing an upside of 11.0% over the last close of $0.87. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $210.0M and an EPS of -$1.01. For the following fiscal year, 1 analyst estimates revenue of $217.0M and an EPS of -$0.91.
Key risks and what to watch
- Short-term liquidity is constrained, indicated by a current ratio of 0.20 as of June 30, 2026.
- The company carries net debt of $529.5M along with negative shareholders' equity of -$312.6M.
- Operating cash flow reached -$107.3M in FY2025, showing ongoing operational cash burn.
- Insider ownership of 85.0% concentrates voting control among primary holders.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this LANV AI stock analysis
This page is an AI-written research summary of Lanvin Group Holdings Limited (LANV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: LANV income statement, LANV balance sheet, LANV key metrics, LANV analyst forecast, LANV chart. See the LANV stock overview for the latest quote and news.
LANV AI stock analysis FAQ
What brands does Lanvin Group own?
Lanvin Group's portfolio includes five luxury brands: Lanvin, St. John, Caruso, Wolford, and Sergio Rossi.
Does Lanvin Group pay a dividend?
Lanvin Group does not pay a dividend.
How much debt does Lanvin Group carry?
As of June 30, 2026, the company had $556.0M in total debt and $26.4M in cash and short-term investments, resulting in net debt of $529.5M.
What are analysts forecasting for LANV's revenue and earnings?
For the fiscal year ending December 31, 2026, consensus estimates anticipate revenue of $210.0M and an EPS of -$1.01.
Who owns Lanvin Group Holdings Limited?
Insiders own 85.0% of the shares, and the company operates as a subsidiary of Fosun International Limited.