LVMH returns to the growth track! The driving force behind the Louis Vuitton "Extraordinary Journey" exhibition, ACTIVATION GP, becomes a core support

Zhitong
2025.10.15 05:59
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After the third-quarter performance release, LVMH's American Depositary Receipts (ADRs) rose 8%, with a cumulative increase of 13% since July. Although revenue fell 4% year-on-year to €18.2 billion, organic growth was 1%, exceeding analysts' expectations. Organic revenue in the Asia-Pacific market increased by 2%, becoming a key driver of performance recovery. The "Extraordinary Journey" exhibition, created by ACTIVATION GP, has become one of the brand's highest-selling luggage stores globally, showcasing Louis Vuitton's multidimensional heritage

According to the Zhitong Finance APP, recently, global luxury giant LVMH Group released its third-quarter performance, with its American Depositary Receipts (ADRs) surging 8% in a single day, and a cumulative increase of 13% since July, reclaiming the title of the highest market value company in France. The third-quarter financial report showed that the group's revenue fell 4% year-on-year to €18.2 billion, with organic growth of 1%, significantly exceeding analysts' expectations, marking the first quarter of sales rebound this year. Among them, the organic revenue in the Asia-Pacific market, where China is located, increased by 2%, far exceeding the market expectation of a decline of 3.6%, becoming a key driver of LVMH's performance recovery.

It is noteworthy that LVMH's management specifically mentioned the "Louis Space" experience venue that opened in Shanghai in June this year during the earnings call, stating that it has become one of the brand's highest-selling luggage stores globally. This benchmark exhibition project was created by ACTIVATION GP (09919), a leader in experiential marketing in the Greater China region.

It is reported that the "Extraordinary Journey" exhibition in Shanghai was conceived and designed by the renowned architectural team OMA, passionately crafted by ACTIVATION GP, focusing on four core themes: travel, craftsmanship, fashion, and innovation, deeply showcasing the multi-dimensional heritage of the Louis Vuitton brand. The opening night of the exhibition gathered dozens of popular stars, becoming a highly anticipated fashion event in Shanghai this summer.

As a leader in high-end brand experiential marketing, ACTIVATION GP is expected to achieve a market share of 13.8% in 2024, maintaining its top position in the Greater China region. The group has served over 550 world-class brands, covering renowned high-end fashion brands such as Cartier, Chanel, Dior, Louis Vuitton, as well as mid-to-high-end automotive brands and mid-to-high-end local Chinese brands.

While continuously deepening its advantages in the luxury goods sector, ACTIVATION GP is also actively exploring new tracks in sports fashion. This year, in addition to the "Extraordinary Journey" exhibition project, the group has successfully expanded its clientele in sports fashion, executing Adidas Originals' "Trefoil Girl Celebration" and Under Armour's first global Curry Con event, demonstrating its exceptional resource integration capabilities in both luxury goods and sports fashion sectors.

LVMH's better-than-expected performance in the third quarter has injected a shot of adrenaline into the global luxury goods industry. As the Chinese consumer market gradually warms up and luxury marketing budgets rebound, ACTIVATION GP is expected to seize new development opportunities with its professional strength and market value in high-end brand experiential marketing