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cover of episode Inside Moët Hennessy’s crisis

Inside Moët Hennessy’s crisis

2025/6/18
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Behind the Money
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Adrienne Klasa
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Michela Tendera
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Adrienne Klasa: 我认为，酩悦轩尼诗目前面临着多重挑战。首先，奢侈品市场整体增速放缓，消费者购买意愿降低。其次，人们的饮酒习惯也在发生变化，越来越多的人开始减少酒精消费。更重要的是，酩悦轩尼诗自身也存在一些战略失误，导致业绩下滑。这些失误包括过度提价、盲目扩张以及直接面向消费者策略的失败。面对这些挑战，酩悦轩尼诗需要进行彻底的改革，包括调整产品策略、优化渠道以及控制成本。我相信，通过有效的管理和创新，酩悦轩尼诗仍然有机会重振旗鼓。 Michela Tendera: 我认为，酩悦轩尼诗作为LVMH集团的重要组成部分，其战略地位不容忽视。过去，酩悦轩尼诗一直是LVMH集团的现金牛，为集团的扩张提供了重要的资金支持。然而，近年来，由于市场变化和自身战略失误，酩悦轩尼诗的业绩出现了下滑，甚至开始消耗集团的现金。这对于LVMH集团来说是一个巨大的挑战。为了应对这一挑战，LVMH集团已经采取了一系列措施，包括更换管理层、调整产品策略以及控制成本。我相信，在新的管理团队的领导下，酩悦轩尼诗有望重回增长轨道。

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Shownotes Transcript

LVMH’s wine and spirits division, Moët Hennessy, has long been a source of success – and cash – for the luxury goods behemoth. But more recently, that’s changed. The FT’s Paris correspondent Adrienne Klasa, found that certain strategic decisions made under the company’s former CEO have contributed to a change in its fortunes. She examines the missteps and whether the division can make a comeback. 

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For further reading:

Moët Hennessy’s crisis: dubious deals, soaring prices and hubris) 

Alcohol groups face a sobering cultural shift)

Moët Hennessy to cut 10% of workforce as luxury slowdown bites)

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Follow Adrienne Klasa on X (@AdrienneKlasa)). Michela Tindera is on X (@mtindera07)) and Bluesky (@mtindera.ft.com)), or follow her on LinkedIn for updates about the show and more.

Read a transcript of this episode on FT.com) Hosted on Acast. See acast.com/privacy) for more information.