纳入雅诗兰黛前高管，开云集团在美妆赛道狂奔

Core Viewpoint - Kering Group is building a robust beauty business system to drive future growth, particularly in light of declining performance in its luxury goods segment [1][8]. Group 1: Leadership and Talent Acquisition - Kering Beauty has appointed Nathalie Berger-Duquene as CEO of its fragrance brand Creed, effective May 6, 2024, leveraging her extensive experience in high-end beauty brand management [1][5]. - The company has been actively enhancing its talent pool, hiring Raffaella Cornaggia as CEO of Kering Beauty in 2023, and Stéphane Perrault as CFO in June 2024, both with significant industry experience [5][6]. - Kering Beauty is also expanding its brand portfolio, having acquired Creed for €3.5 billion in June 2023 and a minority stake in French fragrance brand Matière Première in June 2024 [6]. Group 2: Financial Performance and Growth - Kering Group's revenue for 2024 was €17.194 billion, a 12% decline year-on-year, with net profit dropping 62% to €1.133 billion [8]. - The beauty division, established in February 2023, reported a revenue of €323 million in 2024, indicating strong growth, particularly from the Creed brand and new high-end fragrances launched under Bottega Veneta [9]. Group 3: Market Context and Competition - The luxury goods market is facing challenges, prompting Kering to focus on its beauty business as a strategic growth area [8][12]. - Competitors such as LVMH and Richemont are also expanding their beauty divisions, intensifying competition in the luxury beauty sector [11][12]. - Kering's previous experience in beauty, including the management of Gucci's beauty line through Coty, highlights its historical involvement in the sector and the potential for future self-management of beauty operations [10][12].