Retail Detail (Luxury call TODAY, LVMH preview, Schwarz Group/LPP results)

Research evidence excerpt

Retail Detail (Luxury call TODAY, LVMH preview, Schwarz Group/LPP results)

Equity Research

12 June 2026

Retail Detail

Daily Retail and Luxury News (12

June 2026)

Luxury call TODAY, LVMH preview, Schwarz Group/LPP results UK Mid & Small Cap Leisure/Consumer

NEUTRAL

European Food Retail

European General Retail Morning's key headlines (more stories below)

Retail: EMEA Internet

• LPP 1Q results. POSITIVE

• Schwarz Group FY25 sales. European Luxury Goods & Specialty Retail

• MANGO to open 45 stores in France out to 2028. NEUTRAL

• Provisional approval for Inditex's major Barcelona campus development. European Food and General Retail

• Germany likely to resist Hugo Boss takeover. Matthew Clements

+44 (0)20 7773 6018

Luxury: matthew.clements@barclays.com

• **BARCLAYS RESEARCH: LVMH 2Q26 Preview: Expecting FLG at 0.7%** Barclays, UK

• China cross-border travel rises in Q1 and May Day holiday. Imogen Doyle

• Prada opens Shenzhen flagship. +44 (0)20 7773 2605

• Frédéric Arnault drives Loro Piana shift to direct-only model. imogen.doyle@barclays.com

• Saint Laurent names Anouck Duranteau-Loeper as deputy CEO. Barclays, UK

European Luxury Goods & Specialty

Retail

Viktoria Petrova

+49 (0)69 7161 1052

viktoria.petrova@barclays.com Barclays upcoming events

BBI, Frankfurt

**Analyst Access: Barclays: Q2 Luxury results: Setting the scene (12 June

2026)** Join our analysts (Viktoria Petrova, Carole Madjo, Filippo Croce) for a Carole Madjo

+44 (0)20 3134 3168 discussion on the trends they are seeing in the Luxury Goods sector ahead of the Q2

carole.madjo@barclays.com

reporting season. The discussion will focus on what has been happening in the

Barclays, UK

broader industry since Q1 (and our interpretation of it) as well as our views on which