# If LVMH Moet Hennessy Louis Vuitton moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/lvmh · Facet: ripple · Updated: 2026-09-24T04:08:56.201512+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, LVMH Moet Hennessy Louis Vuitton is directly linked to 3 companies (3 supply, 0 revenue relationships) and reaches 27 companies within two hops; the links are backed by 13 dated sources, 2 of them primary filings (as of 2026-09-24).

LVMH Moet Hennessy Louis Vuitton is the World's largest luxury group, an AI-uncorrelated extreme discretionary-consumption control. It remained weak at -20.4% in 2025 and -20.3% in 2026. The stock (-20.3%) and its supply side (avg -6.8%) are moving in step. Among connected nodes the furthest ahead is Alphabet (Google) (+8.3%) and the furthest behind is Alibaba Group (-22%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its AI exposure is effectively nil, and it sits at the opposite pole from defensives, sensitive to the cycle and luxury demand and unrelated to value-chain re-ratings.

## Supply chain (benefiting)
- T1 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T2 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Keysight Technologies (https://valuechain.wiki/keysight.md)
- T3 Toppan Printing (https://valuechain.wiki/toppan-printing.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Coherent (https://valuechain.wiki/coherent.md)
- T3 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T3 Kioxia (https://valuechain.wiki/kioxia.md)
- T3 ASE Technology (https://valuechain.wiki/ase.md)
- T3 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T3 Unimicron (https://valuechain.wiki/unimicron.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Lumentum (https://valuechain.wiki/lumentum.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 Amphenol (https://valuechain.wiki/amphenol.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 onsemi (https://valuechain.wiki/onsemi.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Pegatron (https://valuechain.wiki/pegatron.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Ibiden (https://valuechain.wiki/ibiden.md)
- T3 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T3 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T3 InnoLight (https://valuechain.wiki/innolight.md)
- T3 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T2 Intel (https://valuechain.wiki/intel.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 Simmtech (https://valuechain.wiki/simmtech.md)
- T3 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 Lasertec (https://valuechain.wiki/lasertec.md)
- T3 KLA (https://valuechain.wiki/kla.md)
- T3 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T3 ASM International (https://valuechain.wiki/asm-international.md)
- T3 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Entegris (https://valuechain.wiki/entegris.md)
- T3 BESI (https://valuechain.wiki/besi.md)
- T3 HPSP (https://valuechain.wiki/hpsp.md)
- T3 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T3 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T3 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T3 Shinko Electric Industries (https://valuechain.wiki/shinko.md)
- T3 AT&S (https://valuechain.wiki/at-s.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 Photronics (https://valuechain.wiki/photronics.md)
- T3 Nikon (https://valuechain.wiki/nikon.md)
- T2 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T2 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T3 FANUC (https://valuechain.wiki/fanuc.md)
- T2 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T2 Arista Networks (https://valuechain.wiki/arista.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T2 TeraWulf (https://valuechain.wiki/terawulf.md)
- T2 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T2 Eaton (https://valuechain.wiki/eaton.md)
- T2 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T2 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T2 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T3 First Solar (https://valuechain.wiki/first-solar.md)
- T3 Williams Companies (https://valuechain.wiki/williams.md)
- T3 Quanta Services (https://valuechain.wiki/quanta-services.md)
- T3 Cameco (https://valuechain.wiki/cameco.md)
- T2 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Itochu (https://valuechain.wiki/itochu.md)
- T3 Mitsubishi (https://valuechain.wiki/mitsubishi.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 VeriSign, Inc. (https://valuechain.wiki/verisign.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T2 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T2 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 TKO Group Holdings, Inc. (https://valuechain.wiki/tko-group-holdings.md)
- T3 Nintendo (https://valuechain.wiki/nintendo.md)
- T3 Charter Communications, Inc. (https://valuechain.wiki/charter-communications.md)
- T3 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Verizon (https://valuechain.wiki/verizon.md)
- T3 Warner Bros. Discovery, Inc. (https://valuechain.wiki/warner-bros-discovery.md)
- T3 Fox Corporation (https://valuechain.wiki/fox.md)
- T2 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 Brookfield Asset Management Ltd. (https://valuechain.wiki/brookfield.md)
- T3 Siemens Energy (https://valuechain.wiki/siemens-energy.md)
- T2 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T2 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T1 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T2 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T1 Las Vegas Sands Corp. (https://valuechain.wiki/las-vegas-sands.md)
- T2 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Booking Holdings Inc. (https://valuechain.wiki/booking-holdings.md)
- T3 Cintas Corporation (https://valuechain.wiki/cintas.md)
- T2 Sands China (https://valuechain.wiki/sands-china.md)

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Full node: https://valuechain.wiki/lvmh.md · JSON: https://valuechain.wiki/lvmh.json