#1B LVMH Q3 2021 revenue October 12, 2021 Louis Vuitton#2This document may contain certain forward looking statements which are based on estimations and forecasts. By their nature, these forward looking statements are subject to important risks and uncertainties and factors beyond our control or ability to predict, in particular those described in LVMH's Universal Registration Document which is available on the website (www.lvmh.com). These forward looking statements should not be considered as a guarantee of future performance, the actual results could differ materially from those expressed or implied by them. The forward looking statements only reflect LVMH's views as of the date of this document, and LVMH does not undertake to revise or update these forward looking statements. The forward looking statements should be used with caution and circumspection and in no event can LVMH and its Management be held responsible for any investment or other decision based upon such statements. The information in this document does not constitute an offer to sell or an invitation to buy shares in LVMH or an invitation or inducement to engage in any other investment activities. 2 | Disclaimer LVMH#3Strong rebound in the context of emerging from the health crisis 3 + 40% ORGANIC REVENUE GROWTH for 9M 2021 vs 2020 + 11% vs 2019 Strong rebound since the beginning of the year. All business groups contributed to Q3 organic growth versus 2020 Q3 2021 revenue Sustained revenue growth in Asia and the United States and gradual recovery in Europe Successful integration of Tiffany, which has performed extremely well since its acquisition Record revenue for Fashion & Leather Goods SE LVMH#4Record 9 months revenue in 2021 9 months evolution of revenue (in million of euros) 4 33 129 9M 2018 Q3 2021 revenue 38 398 9M 2019 30 348 9M 2020 Organic growth Structure impact + 10% vs 2020 + 40% vs 2020 +11% organic growth vs 2019 +46% vs 2020 +15% reported growth vs 2019 Currency effect - 4% vs 2020 44177 9M 2021 LVMH#5Q3 trends comparable to H1 trends Quarterly organic revenue change (%) 2020 vs 2019 2021 vs 2020 5 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M 2020 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 Q3 2021 revenue - 38% - 28% - 17% - 21% - 7% + 20% + 30% + 40% +53% + 84% 2021 vs 2019 + 8% + 14% + 11% + 11% + 11% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#6Balanced geographic revenue mix 9 months 2021 revenue breakdown by region (in % of total revenue) UNTED STATES (inc. Hawaii) 25% of total revenue vs. 24 % over 9M 2020 vs. 23% over 9M 2019 OTHER MARKETS 11% of total revenue vs. 12% over 9M 2020 vs. 12% over 9M 2019 6 Q3 2021 revenue FRANCE 6% of total revenue vs. 7% over 9M 2020 vs. 8% over 9M 2019 EUROPE (excl. France) 15% of total revenue vs. 16% over 9M 2020 vs. 19% over 9M 2019 44.2 bn€ ASIA (excl. Japan) 36% of total revenue vs. 34 % over 9M 2020 vs. 31% over 9M 2019 REVENUE JAPAN 7% of total revenue vs. 7% over 9M 2020 vs. 7% over 9M 2019 LVMH#7Asia and US, strongest performing regions; Europe improving Quarterly revenue change by region, organic change versus same period of 2019 2021 vs 2019 N United States (excl. Hawai) + 15% +31% + 23% Q3 2021 revenue +22% 23% Q1 2021 - 3% - 4% Q2 2021 Japan 3% ■H1 2021 6% -4% +26% Q3 2021 Asia (excl. Japan) +34% + 30% ■9M 2021 +26% 29% - 18% Europe 15% -16% 6% -13% LVMH#8BUSINESS GROUPS REVIEW Wines & Spirits 8 Q3 2021 revenue 2 L ********* TE C Château d'Yquem#9Wines & Spirits organic revenue up 30% versus 2020 Wines & Spirits - 9 months evolution of revenue (in million of euros) 9 Champagne & Wines Cognac & Spirits 3 349 2 041 1308 9M 2020 Organic growth + 30% vs 2020 + 10% organic growth vs 2019 Q3 2021 revenue - Wines & Spirits Structure impact + 1% vs 2020 + 27% vs 2020 + 8% reported growth vs 2019 Currency effect - 4% vs 2020 4 251 2 428 1823 9M 2021 LVMH#10Growth versus 2019 gradually normalizing Wines & Spirits - Quarterly evolution of organic revenue change 2020 Vvs 2019 2021 vs 2020 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M 2020 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 -33% - 23% 10 Q3 2021 revenue - Wines & Spirits - 14% - 15% - 3% + 10% + 30% +36% + 44% +55% 2021 vs 2019 + 17% + 7% + 12% + 7% + 10% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#11Sustained demand in the United States and strong rebound in China Ruinart CHAMPAN Bac Se 11 VOLUME CHAMPAGNE + 7% vs 9M 2019 Champagne & Wines Sustained growth in Q3 in key markets - Strong recovery in champagne demand in the US as well as Europe which benefited in Q3 from reopening of restaurants and gradual return of tourism - Japan, South-East Asia and Travel Retail still suffering from Covid situation Success of recently launched Chandon Garden Spritz sparkling wine Solid momentum of Château d'Esclans - First time integration in Q3 of Armand de Brignac, 50% of which was acquired following partnership with Shawn JAY-Z Carter | Q3 2021 revenue - Wines & Spirits (XO Hennessy VOLUME HENNESSY + 4% vs 9M 2019 Cognac & Spirits Continued rapid growth despite tight supply - Hennessy: steady demand in Q3 vs 2020, while supply constraints remain Mix improvement vs 2020 coupled with continued positive price impact - Strong recovery in China; Q3 positively impacted by restocking in anticipation of earlier Mid Autumn Festival vs last year - Rapid growth of Glenmorangie and Ardbeg LVMH#12BUSINESS GROUPS REVIEW Fashion & Leather Goods 12 | Q3 2021 revenue Christian Dior Couture#13Fashion & Leather Goods organic revenue up 57% versus 2020 Fashion & Leather Goods - 9 months evolution of revenue (in million of euros) 13 934 9M 2020 Organic growth +57% vs 2020 +38% organic growth vs 2019 13 Q3 2021 revenue - Fashion & Leather Goods Structure impact 0% vs 2020 +53% vs 2020 + 34% reported growth vs 2019 Currency effect - 4% vs 2020 21 315 9M 2021 LVMH#14Continued strong growth Fashion & Leather Goods - Quarterly evolution of organic revenue change 2020 vs 2019 2021 vs 2020 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M 2020 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 14 | Q3 2021 revenue - - 37% - 24% Fashion & Leather Goods - 10% - 11% + 12% + 24% +52% + 57% +81% + 122% 2021 vs 2019 +37% + 40% +38% +38% +38% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#15Remarkable performance, particularly Louis Vuitton, Christian Dior, Fendi, Loewe and Celine Louis Vuitton Exceptional performance, driven by innovation, quality and authenticity - Creative initiatives to celebrate 200th birthday of the Maison's founder Louis Vuitton Innovative designs for Capucines bag following new collaboration with six international artists - Enlarged product offering in all categories Opening of Vendôme workshop for precious leather handbags 15 | Q3 2021 revenue - Fashion & Leather Goods Christian Dior Couture Outstanding growth in all product categories and all markets Great success of the new Caro bag - Inspiring live fashion shows for collections designed by Maria Grazia Chiuri - Exhibition << Christian Dior: Designer of Dreams » reinvented at the Brooklyn Museum in New York after Paris, London and Shanghai Other brands Fendi Celine Loro Piana Loewe Kim Jones' first collection very well received, notably new Fendi First bag Strong demand in Ready-To-Wear and for leather goods line Triomphe Official supplier for European Team during last Ryder Cup Success of new Goya bag; innovative communication to support launch of new iconic Amazona bag Artistic New Artistic Directors Nigo at Maison appointments Kenzo and Camille Miceli at Maison Pucci LVMH#16BUSINESS GROUPS REVIEW Perfumes & Cosmetics 16 | Q3 2021 revenue Miss Dior EAU DE PARFUM#17Perfumes & Cosmetics organic revenue up 30% versus 2020 Perfumes & Cosmetics - 9 months evolution of revenue (in million of euros) 17 3 674 9M 2020 Organic growth +30% vs 2020 -2% organic change vs 2019 | Q3 2021 revenue - Perfumes & Cosmetics - Structure impact 0% vs 2020 + 27% vs 2020 5% reported change vs 2019 Currency effect - 3% vs 2020 4 668 9M 2021 LVMH#18Q3 back to 2019 level thanks to continued strong progress in US and China, and improvement in Europe Perfumes & Cosmetics - Quarterly evolution of organic revenue change 2020 Vvs 2019 2021 vs 2020 18 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M 2020 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 - 40% -29% | Q3 2021 revenue - Perfumes & Cosmetics - 19% -25% - 16% +18% + 19% + 37% + 30% + 67% 2021 vs 2019 - 4% - 1% - 3% 0% - 2% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#19Rapid growth in direct sales, both in-store and online, and continued selective distribution SAUVAGE 19 Dior Parfums Christian Dior Strong revenue growth with local customers throughout selective distribution Successful launches of new iconic perfume Miss Dior Eau de Parfum and Sauvage Elixir Sustained progress of La Collection Privée Continued development of Prestige and Capture Totale lines Solid online revenue growth | Q3 2021 revenue - Perfumes & Cosmetics 305 CHERE GUERLAN Guerlain Excellent momentum driven by skincare - Aqua Allegoria performing well Solid online sales momentum - Strong progress of skincare lines Abeille Royale and Orchidée Impériale - Launch of Guerlain Haute Parfumerie line L'Art & La Matière Other brands Parfums Givenchy Fresh fresh CREME ANCIENNE CHALTUN Officine Universelle Buly Continued success of L'Interdit fragrance and Prisme Libre makeup Success of Crème Ancienne Premium skincare line Maison Francis Launch of new Cologne forte collection Kurkdjian Acqua di Parma New flagship opened in Shanghai Acquired by LVMH following nearly 4 years of support from LVMH Luxury Ventures LVMH#20BUSINESS GROUPS REVIEW Watches & Jewelry 20 Q3 2021 revenue KNG KNOWLEDGE OF THE CONE M M TEN YEN AMORITE 25A DUNCE DUNCE DUNCE DUNCE M RR TEN/YEN V=Tr²h 3 +++ 2 300 Tiffany & Co.#21Watches & Jewelry organic revenue up 49% versus 2020; significant structure contribution from integration of Tiffany Watches & Jewelry - 9 months evolution of revenue (in million of euros) 2266 9M 2020 Organic growth + 49% vs 2020 + 4% organic growth vs 2019 21 Q3 2021 revenue - Watches & Jewelry Structure impact X2.3 vs 2020 X2.7 vs 2020 + 89% reported growth vs 2019 Currency effect - 3% vs 2020 6160 9M 2021 LVMH#22New Covid restrictions in Asia impact Q3 growth Watches & Jewelry - Quarterly evolution of organic revenue change 2020 vs 2019 2021 vs 2020 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M 2020 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 - 52% - 39% 22 Q3 2021 revenue - Watches & Jewelry - 26% -30% - 14% + 18% + 35% +49% + 71% + 125% 2021 vs 2019 + 1% + 9% + 5% + 1% + 4% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#23Strong rebound of activity in own stores and start of Tiffany integration Tiffany Excellent first 9 months, momentum particularly strong in the US Solid performance of Tiffany T line Successful launch of << ABOUT LOVE >> campaign starring Beyoncé and JAY-Z Limited series of Blue Box sculptured by contemporary artist Daniel Arsham New brand ambassador Kyle Kuzma 23 Q3 2021 revenue - Watches & Jewelry VA CAR Bvlgari Good progress of jewelry, particularly in own stores - Opening of refurbished Place Vendôme flagship store Serpenti Metamorphosis exhibition in Milan through an immersive and multisensory AI data sculpture - Launch of the first India-specific product offering alongside brand ambassador Priyanka Chopra Jonas New ambassador Chinese actor Yang Yang Fred Zenith 55 Chaumet 60 Other brands TAG Heuer New Carrera ambassador Ryan Gosling Hublot New ambassador tennis player Novak Jokovic 015 710 75 136 150 Popularity of Pretty Woman collection Opening of Zenith Manufacturing Boutique in Switzerland Launch of an exclusive diamond cut the Taille Impératrice LVMH#24BUSINESS GROUPS REVIEW Selective Retailing 24 | Q3 2021 revenue A La Samaritaine#25Selective retailing organic revenue up 13% versus 2020 Selective retailing - 9 months evolution of revenue (in million of euros) 7176 9M 2020 Organic growth + 13% vs 2020 - 23% organic change vs 2019 25 Q3 2021 revenue — Selective retailing Structure impact 0% vs 2020 + 9% vs 2020 - 26% reported change vs 2019 Currency effect - 4% vs 2020 7795 9M 2021 LVMH#26Continued impact of limited international travel Selective retailing - Quarterly evolution of organic revenue change 2020 vs 2019 2021 vs 2020 Q1 2020 Q2 2020 H1 2020 Q3 2020 9M. Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 - 38% 26 | Q3 2021 revenue - Selective retailing -33% - 26% - 29% - 31% - 5% + 12% + 15% + 13% +31% 2021 vs 2019 - 30% - 19% - 25% -19% - 23% Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 LVMH#27Good performance from Sephora; DFS still held back by a limited recovery in international travel - SE HORA Sephora Good performance despite sanitary constraints Strong online revenue - Virtual Sephora store within Zalando in Germany Over 150 Sephora stores already opened within Kohl's - - Acquisition of Feelunique, a major online prestige beauty retailer in the UK Strong momentum in skincare and haircare 27 Q3 2021 revenue— Selective retailing SAMARITAINE DFS Still impacted by limited recovery of international airline traffic Revenue still lower than 2019 level - Developed several digital initiatives for more effective interaction with customers La Samaritaine Paris Pont-Neuf well received by local clientele and tourists Le Bon Marché Creative animations - Strong progress with local French customers Success of << Porte-Bonheurs » exhibition Continued strong progress of 24S LVMH#28Taking advantage of progressive improvement in health crisis in 2021 while staying vigilant Strong recovery within the context of emerging from the health crisis and well positioned to continue to gain market share 28 Q3 2021 revenue All business groups contributed to Q3 organic growth versus 2020 to Continued strong momentum of online revenue and omnichannel developments Focus on innovative and high-quality products, continued selective investment, notably in store network expansion, cost management and agility LVMH#29LVMH ANNEX Louis Vuitton#302021 organic revenue change by region and by quarter 2021 vs 2020 United States Japan Asia (excl. Japan) Europe Total LVMH 2021 vs 2019 United States Japan Asia (excl. Japan) Europe Total LVMH 30 Q3 2021 revenue Q1 2021 + 23% + 8% + 86% - 9% + 30% Q1 2021 + 15 % - 3% + 26% - 18% + 8% Q2 2021 X 2.1 X 2.1 + 55% + 87% + 84% Q2 2021 + 31% 4% + 34% - 15% + 14% H1 2021 + 60% + 42% + 70% + 25% + 53% H1 2021 + 23% - 3% + 30% - 16% + 11% Q3 2021 + 28% + 15% + 12% + 23% + 20% Q3 2021 + 22% 6% + 26% 6% + 11% 9M 2021 + 48% +31% + 47% + 24% + 40% 9M 2021 + 23% 4% + 29% 13% + 11% LVMH#312021 organic revenue change by business group and by quarter 2021 vs 2020 Wines & Spirits Fashion & Leather goods Perfumes & Cosmetics Watches & Jewelry Selective Retailing Total LVMH 2021 vs 2019 Wines & Spirits Fashion & Leather goods Perfumes & Cosmetics Watches & Jewelry Selective Retailing Total LVMH 31 Q3 2021 revenue Q1 2021 + 36% + 52% + 18% + 35% 5% + 30% Q1 2021 + 17% + 37% 4% + 1% -30% + 8% Q2 2021 + 55% X 2.2 + 67% X 2.2 + 31% + 84% Q2 2021 + 7% + 40% - 1% + 9% - 19% + 14% H1 2021 + 44% + 81% + 37% + 71% + 12% + 53% H1 2021 + 12% + 38% 3% + 5% - 25% + 11% Q3 2021 + 10% + 24% + 19% + 18% + 15% + 20% Q3 2021 + 7% + 38% 0% + 1% 19% + 11% 9M 2021 + 30% + 57% + 30% + 49% + 13% + 40% 9M 2021 + 10% + 38% 2% + 4% 23% + 11% LVMH#32Revenue by business group and by quarter (in million of euros) FY 2021 Q1 2021 Q2 2021 H1 2021 Q3 2021 9M 2021 (in million of euros) Champagne Cognac & & Wines Spirits 549 961 580 615 1 129 1 576 694 FY 2020 1 823 852 2 428 Cognac & Spirits 727 503 1 230 Wines & Spirits 1 510 810 1 195 2 705 1 546 4 251 Wines & Spirits 1 175 810 1985 1 364 Fashion & Leather goods 6 738 3 349 7 125 13 863 7 452 21 315 Fashion & Leather goods 4 643 Champagne & Wines Q1 2020 448 Q2 2020 306 H1 2020 754 Q3 2020 554 1 370 9M 2020 1 308 2 041 3 674 As table totals are calculated based on unrounded figures, there may be slight discrepancies between these totals and the sum of their component figures. 32 Q3 2021 revenue 3 346 7 989 5 945 Perfumes & Cosmetics 1550 1 475 13 934 3 025 1 642 4 668 Perfumes & Cosmetics 1 382 922 Watches & Jewelry 1 883 2 304 2 140 4 023 2 137 6 160 Watches & Jewelry 792 527 1 319 947 2 266 Selective Retailing 2 337 2 748 5 085 2 710 7 795 Selective Retailing 2 626 2 218 4 844 2 332 7 176 Other activities & eliminations (59) 23 (36) 25 (12) Other activities & eliminations (22) (26) (48) (3) (51) TOTAL 13 959 14 706 28 665 15 512 44 177 TOTAL 10 596 7 797 18 393 11 955 30 348 LVMH