Lanvin Group Announces Strategic Carve-Out of Caruso
Rhea-AI Summary
Lanvin Group (NYSE: LANV) announced it has completed the sale of Caruso, a luxury Italian menswear manufacturer and brand, to MondeVita Italy S.r.l., a subsidiary of Mondevo Group, on February 6, 2026.
The transaction lets Lanvin focus on the sustainable development of its heartland brands while MondeVita builds a dedicated lifestyle and luxury division to consolidate heritage premium brands across beverages, luxury goods, hospitality, and wellness.
Positive
- Completed sale of Caruso to MondeVita (transaction closed Feb 6, 2026)
- Lanvin refocuses on sustainable development of its heartland brands
- MondeVita expands its luxury portfolio into premium menswear and heritage brands
Negative
- No financial terms disclosed, limiting investor visibility on proceeds
- Divestiture reduces Lanvin's owned brand portfolio and related revenue sources
Key Figures
Market Reality Check
Peers on Argus
LANV was up 0.67% while key luxury peers like REAL, BRLT and MOV showed declines between -3.56% and -7.37%. With no peers in the momentum scanner and negative moves across several comparables, the action appeared more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 20 | AGM announcement | Neutral | +1.0% | Announcement of virtual AGM and availability of 20-F annual report materials. |
| Oct 24 | CFO appointment | Positive | +2.3% | Appointment of new Chief Financial Officer with extensive prior financial experience. |
| Oct 10 | CFO departure | Negative | -8.5% | Announcement of Executive President and CFO stepping down for personal reasons. |
| Aug 29 | H1 2025 results | Negative | +0.5% | Report of H1 revenue decline, margin details and deeper negative adjusted EBITDA. |
| Aug 20 | Earnings scheduling | Neutral | +0.5% | Scheduling and call details for upcoming H1 2025 results release and outlook discussion. |
LANV’s price usually moves modestly on corporate and governance updates, with one notable divergence on weak H1 2025 results where shares rose slightly despite negative metrics.
Over the past six months, Lanvin Group has focused on governance, reporting and leadership transitions. It reported H1 2025 revenue of €133 million with a 22% year-over-year decline and adjusted EBITDA of -€52 million versus -€42 million in H1 2024, while highlighting strong gross margins. Management changes, including a new CFO effective November 1, 2025, and AGM approvals framed a period of operational adjustment. The Caruso sale fits into this ongoing effort to refine the business portfolio.
Market Pulse Summary
This announcement highlights Lanvin Group’s decision to sell Caruso to MondeVita Italy S.r.l., reinforcing a focus on “heartland” brands within its luxury portfolio. Set against H1 2025 revenue of €133 million with a 22% decline and adjusted EBITDA of -€52 million, the move fits broader efforts to sharpen strategy and operational discipline. Investors may watch subsequent updates on brand performance, margins, and capital allocation to assess how this carve-out supports longer-term repositioning.
AI-generated analysis. Not financial advice.
The transaction reflects Lanvin Group's commitment to focus on the sustainable development of heartland brands. For Mondevo Group, the acquisition marks a defining moment in the build-up of MondeVita, its dedicated lifestyle and luxury division, focused on consolidating and elevating exceptional heritage brands across premium beverages, luxury goods, hospitality, and wellness.
About Lanvin Group
Lanvin Group is a leading global luxury fashion group headquartered in
About MondeVita
MondeVita is the lifestyle and luxury division of Mondevo Group, created in response to a clear desire among family offices to invest in sectors they are genuinely passionate about - from premium beverages and luxury goods to hospitality and wellness. These sectors are rich with opportunity but remain highly fragmented, with niche players operating in limited geographies and often constrained by insufficient capital or lack of strategic expertise. MondeVita aims to consolidate and elevate this landscape by building a portfolio of best-in-class companies that can thrive through shared capabilities, cross-portfolio synergies, and economies of scale.
About Mondevo Group
Mondevo Group is a multi-divisional holding company headquartered in
About Raffaele Caruso S.p.A.
Raffaele Caruso S.p.A. is an Italian company active in high-end sartorial manufacturing, headquartered in Soragna (Parma). Founded in 1964, the company operates as a trusted industrial partner to some of the world's most prestigious global fashion houses and develops, through the Caruso brand, menswear collections distributed through a selective network of high-end multi-brand retailers. The Caruso brand is recognised for its distinctive positioning of Playful Elegance, combining sartorial rigour, lightness and a contemporary interpretation of Italian style. With over 450 employees, Raffaele Caruso S.p.A. brings together manufacturing expertise, industrial scale and a strong brand identity.
Enquiries:
Media
Lanvin Group
Winni Ren
winni.ren@lanvin-group.com
Investors
Lanvin Group
Coco Wang
coco.wang@lanvin-group.com
Mondevo Group
Investor Relations
ir@mondevogroup.com
Caruso
Michele Leoni
m.leoni@besidecom.com
Luigi Bottani
l.bottani@besidecom.com
View original content:https://www.prnewswire.com/news-releases/lanvin-group-announces-strategic-carve-out-of-caruso-302681077.html
SOURCE LANVIN GROUP
FAQ
What did Lanvin Group announce about Caruso on February 6, 2026 (LANV)?
How does the Caruso sale affect LANV shareholders and company focus?
Who acquired Caruso from Lanvin Group in the February 6, 2026 transaction?
Did Lanvin disclose operational or management changes for Caruso after the sale?
How does the Caruso acquisition fit MondeVita's strategy under Mondevo Group?
