业绩不如意 普拉达CEO离职

Core Viewpoint - Prada's CEO Gianfranco D'Attis will leave the company by the end of the month, with Andrea Guerra temporarily taking over, amid a challenging luxury market environment and internal brand performance disparities [1][2]. Group 1: Management Changes - Gianfranco D'Attis, the first non-family CEO of Prada, is departing the company, which raises speculation about his future due to his absence from the Milan men's fashion show [1]. - Andrea Guerra, the CEO of the Prada Group, will temporarily assume the role of brand CEO following D'Attis's departure [1]. - The management changes come as several luxury brands, including Kering and LVMH, are also adjusting their leadership amid market pressures [1]. Group 2: Financial Performance - Prada's revenue growth for 2024 is only 4%, with Q1 2025 showing zero growth, falling short of market expectations [2]. - In contrast, Miu Miu, a brand under the same group, saw retail sales surge by 93% in 2024 and continued to grow by 60% in Q1 2025 [2]. - The sales growth rates for Prada from 2021 to 2024 have decreased significantly, from 44% to 4%, while Miu Miu's growth rates have increased dramatically [2]. Group 3: Strategic Acquisitions - The recent acquisition of Versace for €1.25 billion is a significant move for the Prada Group, aimed at expanding its brand portfolio [3]. - Analysts express concerns that while the acquisition may benefit Prada in the long term, it could pose short-term challenges and require careful management [3]. - The integration of Versace is seen as a test of Prada's capabilities, necessitating sufficient funding and management focus [3]. Group 4: Market Outlook - The global luxury goods market is entering a phase of low growth, with projections indicating annual sales growth of only 2%-4% from 2025 to 2027 [4]. - The overall market environment is expected to improve slightly in 2025, with total sales growth potentially remaining under 4% [4]. - The current market conditions present opportunities for acquiring quality assets at lower prices, which could benefit companies like Prada [5].