德银：开云集团带来安抚，古驰复苏仍在继续
Ge Long Hui A P P·2026-02-11 08:34
Group 1 - The core brand Gucci is showing development momentum, which reassures the status of Kering [1] - Kering's performance for the end of 2025 is expected to be slightly better than anticipated, with a credible medium-term outlook [1] - The expected EBITDA margin is projected to recover to over 20% [1] Group 2 - Kering is likely to announce a detailed brand-specific strategy during its capital markets day event in April [1] - There is some uncertainty regarding the timing of a broader market recovery, but signs indicate that Gucci's brand popularity is beginning to rebound [1] - The stock price of Kering decreased by 0.9%, closing at €285.40 [1]