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Gucci母公司开云跨界挖人，新CEO或将来自雷诺汽车
Nan Fang Du Shi Bao·2025-06-17 01:26

Core Viewpoint - Kering Group, the parent company of Gucci, is reportedly in talks with Luca de Meo, the current CEO of Renault, who is expected to leave his position on July 15, 2025, seeking new challenges outside the automotive industry [2][4] Group 1: Management Restructuring - The appointment of Luca de Meo is seen as part of Kering Group Chairman François-Henri Pinault's plan to restructure the management team [4] - François-Henri Pinault will continue as Chairman but has engaged a headhunting firm to find a new CEO [4] - François-Henri Pinault's wealth has decreased by 64% from its peak in 2021 to $22 billion by the end of 2024 [4] Group 2: Luca de Meo's Background - Luca de Meo, aged 58, has over 30 years of experience in the automotive industry, having worked with brands like Toyota, Fiat, and Volkswagen [5] - He returned to Renault in 2020 and successfully led the company to profitability through cost-cutting measures and a strategic alliance with Nissan [5] - De Meo has also increased investment in hybrid engines and shifted focus towards electric vehicles [5] Group 3: Market Reaction and Financial Performance - Following the news of potential talks with de Meo, Kering Group's stock price surged by over 10% on June 16 [7] - Kering Group's stock has dropped more than 60% over the past two years, with a projected 12% decline in total sales for 2024, amounting to €17.19 billion [7] - Gucci's revenue fell by 21% year-on-year to €7.7 billion, with quarterly sales declines of 18%, 19%, 25%, and 24%, indicating a significant risk for the brand [7] - As of Q1 2025, Kering Group's sales decreased by 14% to €3.9 billion, a larger decline than the full year of 2024 [7] Group 4: Executive Changes - Kering has been consistently adjusting its executive team, promoting individuals from within the company to various CEO positions [7] - The current CEO position was previously considered for two internal candidates, but it appears the final choice will be an external candidate from the automotive sector [8]