First Eagle Global Fund Q3 202 Portfolio Update

Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026. Leading contributors in the First Eagle Global Fund this quarter included Workday, Inc. Class A, Meta Platforms, Inc. Class A, Salesforce.com, Inc., Becton, Dickinson and Company and gold bullion. The leading detractors in the quarter were LVMH Moet Hennessy Louis Vuitton SE, Samsung Life Insurance Co., Ltd., Weyerhaeuser Company, British American Tobacco p.l.c. and IPG Photonics Corporation.

Seeking Alpha • Oct 28, 2026

Luxury brand stocks plunge to lowest level in years as LVMH, Kering and Hermès hit with sales declines

Stocks for some of Europe's most famous luxury brands are plummeting to their lowest level in years as Chinese customers cut back purchases and an industry revamp fails to launch.

New York Post • Oct 23, 2026

LVMH-owned watchmaker Zenith to cut jobs, shift upmarket, source says

The idea of a three-way summit between President Donald Trump, Chinese leader Xi Jinping, and Russian President Vladimir Putin to end the Ukraine war sounds about as preposterous as abducting a Venezuelan president, launching a trade war against Canada, or killing Iran's top leaders without briefing Congress.

Reuters • Oct 23, 2026

These French Companies Have Global Reach. The Stocks Are Bargains.

Some investors are looking beyond turmoil in France for companies that depend little on their domestic market.

Barrons • Oct 23, 2026

Arnault: LVMH is focused on the next generation, not the next quarter

LVMH Image and Environment Director, Antoine Arnault, speaks exclusively to CNBC's Charlotte Reed ahead of Les Journées Particulières, the group's open-house event showcasing the workshops, ateliers, cellars and historic sites behind its Maisons. As the luxury sector faces a challenging period, particularly in China, he explains how the event showcases the craftsmanship behind LVMH's products, and discusses the group's long-term strategy.

CNBC International TV • Oct 16, 2026

LVMH: The Focus Is On China

LVMH reported very modestly positive organic sales growth for Q3. Most businesses showed a strong performance despite challenging industry and consumer environments. The fashion segment, LVMH's clearly most important business, showed sharp weakness. Headwinds in China weigh on LVMH's overall performance.

Seeking Alpha • Oct 14, 2026

LVMH shares indicated lower as China weakness weighs on sales

LVMH shares indicated lower as China weakness weighs on sales

Reuters • Oct 13, 2026

European luxury's $350 billion blowout

European luxury firms have seen some $350 billion in value knocked off their combined market capitalizations this ​year, as hopes of a sector rebound have faded and ​weakness in key growth engine China has persisted.

Reuters • Oct 13, 2026

LVMH share price is imploding: will it rebound or crash further?

LVMH share price continued to struggle this month, hovering near its lowest level since December 2020. The stock is down more than 54% from its 2023 peak, erasing billions of dollars in value as market capitalization has fallen from €439 billion to about €189 billion.

Invezz • Oct 13, 2026

LVMH Shares: Is China's Luxury Slowdown Becoming a Structural Problem?

LVMH's latest quarterly results have intensified concerns about the outlook for the luxury goods industry.

FXEmpire • Oct 13, 2026