不到十个月，古驰的CEO又换了

Core Viewpoint - The appointment of Francesca Bellettini as the new CEO of Gucci is a strategic move by Kering to stabilize the brand and reverse its declining sales trend, which has seen a significant drop of 25% year-on-year in Q2 2025 [3][4][5] Group 1: Company Changes - Luca de Meo has recently taken over as CEO of Kering and initiated internal restructuring, including the replacement of Gucci's CEO and the cancellation of the Vice CEO position [3][4] - Francesca Bellettini, previously the CEO of Saint Laurent, has been appointed as Gucci's new CEO, bringing a strong track record of increasing sales from approximately €350 million to over €3 billion [4] Group 2: Challenges Ahead - Bellettini's primary challenge is to restore internal stability and market trust in Gucci, which has faced frequent leadership changes and a lack of clear brand direction [4][5] - The luxury market has seen rising prices, which have alienated entry-level customers from Gucci, making it crucial to rebuild a price gradient that appeals to both entry-level and high-end consumers [5] Group 3: Market Context - Gucci has experienced a continuous decline in revenue for six consecutive quarters, while other brands under Kering, such as Saint Laurent, have also reported significant revenue drops [5] - Bain & Company has revised its forecast for the global luxury goods market, predicting a potential decline of 2% to 5% in sales by 2025, indicating a challenging environment for brands like Gucci [5]