开云集团拟将美妆业务出售；LVMH三季报反弹丨二姨看时尚

Group 1: Strategic Adjustments in the Fashion and Luxury Industry - Kering Group is reportedly planning to sell its beauty division to L'Oréal for approximately €4 billion, indicating a strategic shift towards optimizing debt structure and focusing on core assets [1][2] - EssilorLuxottica has experienced significant growth driven by the launch of smart glasses in collaboration with Meta, with Q3 revenue exceeding expectations at €6.87 billion, reflecting a 11.7% increase [5][6] Group 2: Regulatory Challenges and Market Dynamics - Gucci, Loewe, and Chloé have been fined over €157 million by the EU for price manipulation, highlighting increasing regulatory scrutiny in the luxury sector [8][9] - LVMH reported a surprising rebound in Q3 performance, with a 1% organic growth despite a 4% decline in total revenue, driven by a recovery in the Chinese market [13][14] Group 3: Company Performance and Growth Prospects - Brunello Cucinelli expects a 10% increase in total revenue for the year, with strong growth in the Chinese market contributing to this positive outlook [10] - Reebok's revenue for 2024 grew by 9.4% to $302.49 million, with net profit also increasing, driven by global business growth and improved licensing performance [4][5] Group 4: Leadership Changes and Brand Management - Véronique Nichanian, the creative director of Hermès menswear, has announced her departure after 37 years, marking a significant transition for the brand [14][15] - Giorgio Armani Group appointed Giuseppe Marsocci as CEO and Silvana Armani as Vice President, aiming to blend family legacy with professional expertise in leadership [16]