Lanvin Group: Strategic Repositioning and Creative Renewal Position the Luxury Group for a Strong H2 2025 Recovery

The global luxury sector has long been a barometer of economic confidence, but 2025 has tested even the most resilient players. Lanvin Group, a storied name in French fashion, reported a 22% year-on-year revenue decline in H1 2025, with total revenue falling to €133 million amid a soft global market and strategic repositioning [1]. Yet, beneath the headline numbers, a compelling narrative of disciplined cost management, creative reinvention, and early operational momentum is emerging—one that positions the group for a potential rebound in the second half of the year.

Operational Discipline and Cost Management: A Foundation for Recovery

Lanvin Group’s H1 2025 results were undeniably challenging, with adjusted EBITDA at -€52 million, a widening of the deficit compared to -€42 million in H1 2024 [1]. However, the company’s emphasis on operational discipline has mitigated deeper losses. A 54% gross profit margin, maintained despite revenue contraction, underscores its ability to control costs while preserving brand equity [1]. This fiscal prudence is critical in a sector where margin resilience often separates transient downturns from existential crises.

The group has also streamlined its portfolio, focusing on core brands like Lanvin and Sergio Rossi while optimizing retail and wholesale channels. For instance, Q2 2025 saw improved performance in Lanvin’s North American e-commerce and EMEA retail segments, alongside growth in Wolford’s wholesale business [1]. These early signs suggest that the group’s strategic pruning of underperforming assets is beginning to bear fruit.

Creative Leadership: Reinvigorating Heritage Brands

The appointment of Peter Copping as Lanvin’s artistic director and Paul Andrew at Sergio Rossi represents a calculated bet on creative renewal. Copping’s debut Autumn/Winter 2025 collection, showcased at Paris Fashion Week, has been lauded for reinterpreting Lanvin’s Art Deco heritage with modern elegance [1]. While Q2 revenue for the Lanvin brand fell 42.1% year-on-year to €27.9 million [1], the collection’s critical acclaim and heritage-driven identity are expected to rekindle consumer interest in H2.

Sergio Rossi, under Andrew’s leadership, has taken a bolder approach. Andrew’s first collection, launching in H2 2025, blends archival innovations with cutting-edge materials like carbon fiber and upcycled eel-skin [3]. The introduction of a new monogram and architectural silhouettes signals a deliberate pivot toward modernity while honoring the brand’s craftsmanship legacy [2]. Early market feedback has been positive, with Andrew’s vision aligning Sergio Rossi with the growing demand for sustainable luxury.

Strategic Priorities: From Creative to Commercial Execution

Lanvin Group’s H2 2025 roadmap hinges on three pillars: scaling creative momentum, enhancing operational efficiency, and expanding wholesale partnerships. For Lanvin, the focus is on translating Copping’s runway success into retail traction, particularly in North America and EMEA [1]. Sergio Rossi’s wholesale growth, meanwhile, is expected to benefit from Andrew’s modern designs and the brand’s renewed emphasis on sustainability [3].

The group’s broader strategy includes store optimization and targeted marketing campaigns to amplify brand desirability [1]. These initiatives are not merely aspirational; they are data-driven. For example, Wolford’s Q2 wholesale growth demonstrates the potential for cross-brand synergies within the portfolio [1].

A Case for Value-Driven Turnaround Investing

For investors, Lanvin Group’s trajectory embodies the classic value-driven turnaround playbook: disciplined cost management, strategic leadership changes, and early operational improvements. While H1 2025 results were painful, the group’s gross margin resilience and creative momentum suggest a path to recovery. The luxury sector’s cyclical nature means that brands with strong heritage and agile leadership often rebound when macro conditions stabilize.

The key risks—such as the lag between creative launches and sales growth—remain, but the group’s proactive measures (e.g., sustainability-driven product lines, store optimization) position it to capitalize on H2 2025’s potential upturn. For those willing to bet on creative reinvention and operational rigor, Lanvin Group offers a compelling case in the global luxury sector’s next chapter.

**Source:[1] Lanvin Group Reports H1 2025 Revenue of €133 Million [https://www.prnewswire.com/news-releases/lanvin-group-reports-h1-2025-revenue-of-133-million-operational-discipline-and-early-recovery-momentum-set-foundation-for-growth-in-h2-302541616.html][2] Paul Andrew Reinvigorates Sergio Rossi With Modern Designs [https://www.yahoo.com/lifestyle/paul-andrew-reinvigorates-sergio-rossi-050100287.html][3] Paul Andrew Reinvigorates Sergio Rossi With Modern [https://wwd.com/footwear-news/shoe-industry-news/sergio-rossi-paul-andrew-reinvigorates-modern-designs-milan-fashion-week-1236979681/]