The Art of Slowing Down
111: Inside the Cracks: Another Former Distributor Details Why Moët Hennessy Is Becoming a Liability for LVMH (Transcript)
Professional investors and consultants routinely pay €1,200+ per hour for access to industry expert calls like this one and now, I'm opening the opportunity for paid subscribers to tap into them.
As headlines speculate about a potential LVMH spin-off of Moët Hennessy, I went deeper interviewing a former senior executive who ran sales for the brand in key U.S. markets and later worked on the distributor side. What emerged was a blunt, data-backed diagnosis of a division that’s lost both strategic and commercial momentum. While the prestige remains, the reality is far less flattering.
From channel conflict to changing consumer preferences, the interview paints a picture of structural weakness and category stagnation. It’s no longer enough for LVMH to rest on brand equity, when pricing strategy, distributor dynamics, and generational demand shifts are turning Moët Hennessy into dead weight.
Each month, I’ll be sharing 20–30 high-quality expert calls on names I cover or that are generating interest. These are insights typically reserved for professionals. If you're serious about understanding what’s really going on behind the scenes at top consumer brands, this series is for you. With that said let’s get into it!