Strategic Management - Class 1 - Group 1 - Case 24: Louis Vuitton

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Indicator: Prof. Thomas Bradley

LOUIS VUITTON (CASE 24) Class 1 – Group 1 Phan Nguyen Phuong Anh – 295918 Nguyen Thu Oanh – 295910 Tran Thai Dan Thanh – 295925


CONTENT


PROBLEM STATEMENTS • Will the growth of brand Louis Vuitton be sustainable? • How does Louis Vuitton maintain its balance between brand value and company profitability?


INTRODUCTION


• Louis Vuitton Moet Hennessey (LVMH) - French multinational group

• Owning more than 60 prestigious brands around the world • Focusing in luxury industry • Group’s five generic fields: Wines & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry, and Selective retailing


LVMH Group

LVMH Wine and Spirits

Moet & Chandon, Hennessy, Chateau d'Yquem, Mercier, Cheval des Andes,...

Fashion and Leather goods

Louis Vuitton, Loew, Kenzo, Givenchy, Marc Jacobs, Donna Karan New York, Fendi,..

Perfumes and Cosmetics

Parfums Christian Dior, Guerlain, Parfums Givenchy, Kenzo Parfums, Benefit Cosmetics, MAKE UP FOR EVER,...

Watches and Jewelry

TAG Heuer, Zenith, Hublot, Dior Watches, FRED, Chaumet, De Beers

Selective Retailing

DFS, Miami Cruiseline, Sephora, Le Bon Marche Rive Gauche, Samaritaine


ABOUT LOUIS

VUITTON

• Being owned by French group LVMH • Fashion-icon founded in 1854 in Paris by Louis Vuitton • Both traditional and creative • World leading luxury brand


Nicolas Bazire (Development & Acquisitions)

COMPANY OPERATION

Antonio Belloni

LVMH

(Group Managing Director) Bernard Rolley

Ed Brennen

(Operations)

(Travel Retail)

Jean-Jacques Guiony

Yves Carcelle

(Finance)

(Fashion & Leather Goods)

Bernard Arnault

Patrick Houel

(Chairman; CEO)

(Advisor to the Chairman)

Daniel Piette

Phillippe Pascal

(Investment Funds)

(Watches & Jewelry)

Pierre Gode

Pierre-yves Roussel

(Advisor to the Chairman)

(CEO Fashion Division) Mark Weber (Chairman & CEO Donna Karan, CEO LVMH Inc.) Chantal Gaemperie (Human Resources & Synergies)


COMPANY OPERATION

• Diverse product categories • Separated management • Offering customers more personal relationship and customized products


PRODUCTS Footwear


PRODUCTS Five basic priorities: • Be creative and innovate;

• Aim for product excellence; • Bolster the image of our brand with passionate determination;

• Act as entrepreneurs; • Strive to be the best in all we do.


SWOT ANALYSIS WEAKNESSES

STRENGTHS 1. Values built over a long time

1. Limited customers’ segment

2. High level of brand awareness

2. A few brands are responsible for most of LVMH revenue

3. Extremely diversified brand portfolio 4. Strong global presence 5. Diversified source of revenue 6. High control over the supply chain and value chain

3. Increase in debt burden

4. Products only available in its exclusive stores 5. Recent changes in the leader position of the group

7. Source of global talents THREATS

OPPORTUNITIES 1. Market Expansion (especially in BRIC countries)

1. Counterfeiting

2. Synergies between brands

3. Over-saturation of the luxury goods industry

3. Increasing in the disposable income

4. High competition in the market

4. Expanding in the concept of luxury

2. Grey market

5. Changes in the customers’ buying behavior in Asia 5. Adapting local and new trends for the local market 6. Economic slowdown


SCOPE • Largest market were in Europe and the United States • Fastest growing market is mainland China • Customization, and expanding in the fast-growing watches and jewelry

market


SCOPE The company focus on three major groups of customers: This refers to individuals - earning high and ultra-high net income – who aim at true luxury products Absolute This segmentation includes 10% of top income earners with exclusive buying experiences such as celebrities or businessmen and women Aspirational

Accessible

This refers to the accessible customers who intend to have the experience of being in the elite class through purchasing luxury goods


MARKET ANALYSIS


MARKET SEGMENTS The demographic marketing segmentation • Age: from young adults to seniors (22 – 65 years old) • Gender: both men and women • High social class • High income: $5,500 or above per month

• Self-worth and high social status


MARKET SEGMENTS The geographic marketing segmentation • Expanding in countries with high density (BRIC nations) • Having different characteristics and behaviors

Psychographic segmentation • Lifestyles and motives

• Trendsetters and fashionistas


PORTER’S FIVE FORCES Threats of new entrance Low

Bargaining power of suppliers

Intensity of Rivalry

Bargaining power of buyers

Moderate

Low

Low

Threats of substitutes Low


COMPETITION


COMPETITORS Two largest competitors


HERMES • Founded in 1837 • Prides itself on exclusive high-quality products and experienced craftsmanship • Produced several of the most expensive handbags • Renowned for its creation of unique customized products


GUCCI • Founded in 1921

• Mission: provide customers the excellent products and experience through high quality, craftsmanship, heritage, and innovation • Elegance, sophistication and desirability products • 2011: achieved 18% growth (€3.14 million) in revenue


COMPETITORS COMPARISON


MARKETING


MARKETING STRATEGIES Marketing mix 4Ps: • Product: • Products of distinguished quality and attention to details • Emphasizing on both tradition and innovation

• Price: • High price – Absolute value • No activity on bargaining, sale in value sets or odd prices • The principle of philosophy is “Every products of LV are Money”


MARKETING STRATEGIES • Place: • Limited distribution channels, own stores, series of high-end departmental stores • Absolute control over distribution channel

• Promotion: • No involvement in “mass advertising” • Advertising in high fashion magazines, billboard in major cities, television, and cinema • Using famous models, actresses and recognizable figures


MARKETING STRATEGIES • Print ad


MARKETING STRATEGIES • Celebrity endorsement


MARKETING STRATEGIES • Product placements


MARKETING STRATEGIES • Television commercial (LV’s first TV ad)


E-COMMERCE Mobile application • "Louis Vuitton Pass" • "AMBLE" • "100 LEGENDARY TRUNKS"

Social media network (Facebook, YouTube and Twitter) • Live fashion shows • Photos of new collections • Mon Monogram App


FINANCIAL STATEMENTS


BALANCE SHEET


BALANCE SHEET


BALANCE SHEET Assets • The proportion of fixed assets is quiet high regarding other companies (about 70% of the economic structure) • High weight in Non-current assets

• Current Assets are about 30% of economic structure

Liabilities and Equities • The proportion of debts is not so high • Equity is a high part of the total financial structure


INCOME STATEMENT


INCOME STATEMENT • LVMH’s total current assets, revenues, net income, and shareholder equity are increasing • Net income increased by 75% to €3 billion ($4.1 billion) • Brand value increased by 23% to €18.4 billion ($24.3 billion)


RECOMMENDATION Three periods of implementing the recommended strategy: (within 24 months) Introduction

New Release

Harvest

(0 - 6 months)

(6 months - 12 months)

(12 months - 24 months)

• Store redecoration • Limited product display • Introduce more privilege service for membership • Increase in price • Product development

• Introduce handbags with new design, without LV logo and monogram. • Premium price • Customized for special customers

• Review sales data and customers' reactions through market research • Evaluate current plan


CONCLUSION • The luxury retail industry is expected to grow in future time • Fashion industry requires businesses having strong cash flows, low levels of debt, and high profit margins • LVMH’s management focuses on value of the brands • Acquiring the company’s additional high quality brands in the

portfolio


THANK YOU FOR YOUR ATTENTION


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