CAC 40 Outperforms on Luxury Strength

2025-10-15 15:56 By Felipe Alarcon 1 min. read

The CAC 40 jumped 2.4% to close at 8,090 on Wednesday, the highest level since March and outperforming peers, driven by a powerful rally in luxury names.

LVMH led the surge, soaring 12.6% after reporting a 1% year-on-year rise in Q3 2025 sales, its first quarterly sales growth this year, a surprise that beat expectations and suggests the global luxury slowdown may be easing.

Peers Hermès and Kering rose 7.3% and 5.4% respectively, amplifying the index’s advance.

Telecoms also contributed as Orange climbed 3.4% and Bouygues jumped 7.2% on reports that Bouygues Telecom, Free and Orange submitted a €17 billion non-binding joint bid for most of Altice’s French assets.

On the political front Prime Minister Sébastien Lecornu said the 2023 pension reform will be suspended until after the 2027 presidential election to build support for the 2026 budget, and the Socialist Party’s decision not to back a no-confidence motion removed an immediate source of instability.



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