从汽车转战奢侈品，雷诺CEO能拯救“失速”的开云吗？

Core Viewpoint - The appointment of Luca de Meo as the new CEO of Kering marks a significant leadership change aimed at revitalizing the company's core brand, Gucci, which has struggled to regain its market confidence post-pandemic [3][4][7]. Group 1: Kering's Leadership Change - Kering's stock surged over 10% following reports of de Meo's appointment, while Renault's stock fell over 6% [1]. - De Meo will officially leave Renault in mid-July 2023 to take on new challenges outside the automotive industry [3]. - Current CEO Francois-Henri Pinault, a member of the founding family, will remain as chairman of the board after stepping down [3]. Group 2: De Meo's Background and Achievements - De Meo, 58, has over 30 years of experience in the automotive sector, having worked with Renault, Toyota, Fiat, and Volkswagen [5][6]. - He is credited with significant achievements at Fiat, including the relaunch of the Fiat 500 and revitalizing the Abarth brand [5]. - At Renault, he implemented major reforms that transformed the company into a more agile entity, improving its relationship with Nissan and advancing electric vehicle strategies [6]. Group 3: Challenges Facing Kering - Kering has struggled to rejuvenate Gucci's brand vitality since the pandemic, leading to a debt exceeding €10 billion [7]. - Analysts express skepticism about Kering's recovery prospects, emphasizing the need for substantial work ahead [7]. - A scheduled meeting with analysts was canceled without explanation, indicating potential internal challenges [7]. Group 4: Broader Industry Context - De Meo's departure from Renault reflects a trend of high-level exits in the European automotive sector, with increasing competitive pressures and trade barriers impacting the industry [8].