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上任三日即换古驰主帅,开云集团新CEO迎战近百亿欧元债务困局
Bei Ke Cai Jing· 2025-09-26 07:33
开云集团上半年净利润腰斩,新首席执行官上任"背水一战"。 上任仅三天的开云集团新首席执行官卢卡·德·梅奥迅速出手,宣布核心品牌古驰换帅,由集团副首席执行官弗朗西斯卡·贝莱蒂尼(Francesca Bellettini)接 任,原负责人斯蒂法诺·坎蒂诺(Stefano Cantino)在岗尚不足十个月。同时,集团取消副首席执行官一职,让-马克·杜普莱留任首席运营官。 近两年开云集团业绩深陷下滑困境,净债务更是高达近百亿欧元。此次换帅是梅奥上任后的首个重大决策,也被视为其重整品牌组合的关键信号。此前,开 云还宣布推迟收购华伦天奴(Valentino)剩余股权的计划,并更新眼镜代理协议。业内认为,梅奥雷厉风行地调整战略,古驰复兴不仅关乎单一品牌,更牵 动整个开云集团的竞争力重振。 当前全球奢侈品市场持续低迷,不仅是开云集团,包括路威酩轩(LVMH)在内的多家巨头财报显示,奢侈品行业正面临显著的业绩压力。贝恩公司分析指 出,2025年全球奢侈品市场规模预计将下降2%至5%,行业迎来"最具颠覆性的挑战"。在要客研究院院长、奢侈品专家周婷看来,"奢侈品行业已进入下半 场"。她指出,消费者的"去品牌化"倾向日益明显,未来奢 ...
奢侈品行业频遭网安威胁!LV、卡地亚、迪奥今年均曝泄露
Jing Ji Guan Cha Wang· 2025-09-16 05:44
Core Insights - Kering Group has confirmed a cyber attack that resulted in the leakage of customer data from its brands, including Gucci, Balenciaga, and Yves Saint Laurent, involving names, phone numbers, addresses, and total spending amounts, while financial information such as credit card details was not compromised [1] Industry Summary - The luxury goods sector has experienced a surge in cybersecurity incidents this year, with notable breaches including the leakage of information from nearly 420,000 customers of Louis Vuitton in July, which included passport numbers and shopping records [1] - In June, Richemont's Cartier brand faced a system intrusion that led to customer data exposure, and in May, Dior also reported incidents involving the leakage of customer names, phone numbers, and spending preferences [1]
开云信用展望降至负面,轻奢巨头增长强劲
Di Yi Cai Jing· 2025-08-20 11:48
Group 1: Kering's Credit Outlook - S&P Global Ratings downgraded Kering's credit outlook from stable to negative, currently rated at BBB+ due to significant sales decline in its core brand Gucci [1] - Kering's overall revenue for the first half of the year was €7.587 billion, a 16% year-over-year decrease, with net profit plummeting 46% to €474 million [1] - Kering's management is undergoing changes, with new CEO Luca de Meo planning to restructure the company and focus on potential brands like Balenciaga while accelerating product and creative updates for Gucci [1] Group 2: Tapestry's Performance - Tapestry reported a revenue increase of 8.3% year-over-year to $1.723 billion for Q4 of fiscal year 2025, exceeding analyst expectations [2] - The core brand Coach saw a revenue growth of 14.3%, while Kate Spade experienced a revenue decline of 13% in Q4 and a 10% drop for the entire year [2] - Tapestry anticipates an additional cost of approximately $160 million due to tariffs, which negatively impacted its stock price despite strong financial results [2] Group 3: Valentino's CEO Departure - Jacopo Venturini, CEO of Valentino, resigned for personal reasons after a five-year tenure, marking his third departure from the company [3] - Valentino's financial performance is under pressure, with a projected 2% decline in sales to €1.31 billion and a 22% drop in core operating profit to €246 million for 2024 [3] - The departure of Venturini raises concerns about the potential impact on creative director Alessandro Michele, who previously worked with him at Gucci [3] Group 4: Amer Sports Growth - Amer Sports, the parent company of Arc'teryx, is experiencing strong growth, driven by the ongoing outdoor trend [4] - UBS analysts expect Amer Sports to continue exceeding revenue expectations in Q2, maintaining a buy rating and raising the target price from around $37 to $50 [5] - Amer Sports has seen a remarkable 224% return on investment over the past year, with several investment firms maintaining positive ratings due to the growth potential of brands like Arc'teryx and Salomon [5]
时尚情报|开云信用展望降至负面,轻奢巨头增长强劲
Di Yi Cai Jing· 2025-08-20 11:39
Group 1: Kering and Gucci - Kering's credit outlook has been downgraded to negative by S&P Global Ratings, primarily due to a significant decline in sales from its core brand Gucci [3] - In the first half of the year, Kering reported total revenue of €7.587 billion, a year-on-year decrease of 16%, and net profit plummeted by 46% to €474 million [3] - Gucci contributed over half of Kering's profits, and its poor performance has directly impacted the group's overall revenue and profitability [3] Group 2: Management Changes at Kering - Kering's management is undergoing a series of adjustments, with new CEO Luca de Meo, who has experience in brand revitalization and business transformation, planning to restructure the group and allocate more resources to potential brands like Balenciaga [4] Group 3: Tapestry and Coach - Tapestry, the parent company of Coach, reported a revenue increase of 8.3% to $1.723 billion in the fourth quarter of fiscal year 2025, exceeding analyst expectations [7] - Coach's revenue grew by 14.3%, while Kate Spade's revenue declined by 13% in the same quarter, indicating a mixed performance within Tapestry's brand portfolio [7] - The company anticipates an additional cost of approximately $160 million due to tariffs, which has led to a significant drop in its stock price [7] Group 4: Valentino's CEO Departure - Jacopo Venturini, CEO of Valentino, has resigned for personal reasons, marking his third departure from the company [10] - Valentino's financial situation is under pressure, with a projected 2% decline in sales to €1.31 billion and a 22% drop in core operating profit for 2024 [10] Group 5: Amer Sports Performance - Amer Sports, the parent company of Arc'teryx, is expected to continue exceeding revenue expectations, driven by strong performance from brands like Salomon and Arc'teryx [11] - UBS analysts have raised the target price for Amer Sports from around $37 to $50, reflecting confidence in the company's growth potential [13] - Amer Sports has seen a remarkable 224% return on investment over the past year, with several investment firms maintaining a buy or outperform rating [13]
欧洲奢侈品行业进入寒冬
第一财经· 2025-08-15 05:03
Core Viewpoint - The European luxury goods industry is facing significant challenges due to currency fluctuations and tariff policies, leading to a decline in stock prices for major luxury groups and a slowdown in market growth [3][4][7]. Group 1: Market Performance - Major luxury groups such as LVMH, Hermès, Richemont, and Kering have seen stock price declines of 26.31%, 17.98%, 19.84%, and 13.33% respectively over the past six months [3]. - The MSCI Europe Textile, Apparel, and Luxury Goods Total Return Index has dropped 17% year-to-date, underperforming the broader market by 27% [3]. - NDR's report indicates that the luxury goods sector's growth is slowing, partly due to the fading benefits of favorable exchange rates and the impact of U.S. tariff policies on global consumer confidence [3][4]. Group 2: Financial Results - LVMH reported a 4% decline in revenue and a 22% drop in net profit for the first half of the year, with recurring operating profit down 15% [7]. - Kering's second-quarter sales fell 15% to €3.7 billion, with Gucci's sales down 25% to €1.46 billion [7]. - Hermès experienced an 8% sales growth in the first half, significantly lower than the 15% growth reported in the previous year [7]. Group 3: Structural Challenges - The luxury goods sector is facing deeper structural challenges, including weak consumer confidence and brand value dilution, leading to a loss of approximately 50 million consumers over the past two years [11][12]. - The Z generation has seen a 7% decline in sales, equating to a loss of $5.7 billion in consumption, marking the largest drop among all generations [11]. - High-net-worth individuals are becoming more discerning in their luxury purchases, focusing on value and personalized services [11]. Group 4: Future Outlook - Bernstein has revised its global luxury goods revenue growth forecast for 2025 from an increase of 5% to a decrease of 2% [12]. - UBS estimates that luxury brands have increased prices by an average of 33% from 2019 to 2023, which may have overstretched market tolerance [12]. - Following a trade agreement between the U.S. and Europe, a 15% baseline tariff on luxury goods imported from Europe is expected to raise prices in the U.S. by an average of 2% and globally by about 1% [12].
欧洲奢侈品行业进入寒冬!汇率波动与关税政策下,行业繁荣何时重启?
Di Yi Cai Jing· 2025-08-14 11:31
Core Viewpoint - The European luxury goods sector is facing significant challenges, with major companies experiencing double-digit stock price declines over the past six months due to currency fluctuations and tariff policies [2][5]. Group 1: Stock Performance - The stock prices of the four major European luxury groups—LVMH, Hermès, Richemont, and Kering—have dropped by 26.31%, 17.98%, 19.84%, and 13.33% respectively [2]. - The MSCI Europe Textiles, Apparel & Luxury Goods Total Return Index has decreased by 17% year-to-date, underperforming the broader market by 27% [2]. Group 2: Economic Factors - The luxury goods market's growth slowdown is attributed to the fading benefits of favorable exchange rates and the impact of U.S. tariff policies on global consumer confidence [2][3]. - The euro's appreciation has pressured exports to the U.S., contributing to a weak performance in European stock markets [3]. Group 3: Company Financials - LVMH reported a 4% decline in revenue and a 22% drop in net profit for the first half of the year, with a 15% decrease in recurring operating profit [5]. - Kering's second-quarter sales fell by 15% to €3.7 billion, with Gucci's sales down 25% to €1.46 billion [6]. Group 4: Consumer Behavior - The luxury sector has lost approximately 50 million consumers over the past two years, representing one-eighth of the global high-end consumer base [8]. - The Z generation's spending decreased by 7% in 2024, equating to a loss of $5.7 billion, marking the largest decline among all age groups [8]. Group 5: Future Outlook - Bernstein has revised its growth forecast for the luxury goods industry, projecting a 2% decline in global luxury revenue by 2025, down from a previous estimate of 5% growth [9]. - UBS estimates that luxury prices have increased by an average of 33% from 2019 to 2023, with new tariffs potentially raising prices in the U.S. by an average of 2% [10].
开云集团二季度同店营收下降15%,分析师预期下降14.7%。二季度营收37.0亿欧元,分析师预期37.7亿欧元。二季度古驰同店营收下滑25%,分析师预期下降25.1%。二季度古驰营收14.6亿欧元,符合分析师预期。上半年同店营收下降15%,分析师预期下降14.4%。上半年持续经营利润9.69亿欧元,分析师预期9.349亿欧元。
news flash· 2025-07-29 15:50
二季度营收37.0亿欧元,分析师预期37.7亿欧元。 二季度古驰同店营收下滑25%,分析师预期下降25.1%。 二季度古驰营收14.6亿欧元,符合分析师预期。 上半年同店营收下降15%,分析师预期下降14.4%。 上半年持续经营利润9.69亿欧元,分析师预期9.349亿欧元。 开云集团二季度同店营收下降15%,分析师预期下降14.7%。 ...
开云集团二季度古驰同店销售下滑25%,市场预期下降25.1%。开云集团第二季度古驰营收为14.6亿欧元,市场预期为14.6亿欧元。
news flash· 2025-07-29 15:49
Core Viewpoint - Kering Group's Gucci brand experienced a same-store sales decline of 25% in the second quarter, aligning closely with market expectations of a 25.1% decrease [1] Financial Performance - Kering Group reported second-quarter revenue for Gucci at €1.46 billion, matching market expectations of €1.46 billion [1]
开云集团二季度古驰同店销售下滑25%,分析师预期下降25.1%
Hua Er Jie Jian Wen· 2025-07-29 15:48
Core Viewpoint - Kering Group's Gucci brand experienced a 25% decline in same-store sales for the second quarter, which aligns closely with analysts' expectations of a 25.1% decrease [1] Summary by Category Company Performance - Gucci's same-store sales dropped by 25% in the second quarter [1] - Analysts had anticipated a slightly higher decline of 25.1% [1]
突发!又一巨头CEO发文辞职
Sou Hu Cai Jing· 2025-06-16 13:47
Group 1 - Luca de Meo will step down as CEO of Renault Group effective July 15, seeking new challenges outside the automotive industry [1] - The Renault board has initiated the selection process for a new CEO, with internal candidates Francesca Bellettini and Jean-Marc Duplaix identified, while external candidates may also be considered [1] - De Meo is expected to take over as CEO of Kering, replacing Francois-Henri Pinault, amid speculation about a potential split of the CEO and Chairman roles at Kering [4] Group 2 - Luca de Meo, born in 1967 in Milan, Italy, has a background in automotive management, having worked at Renault, Toyota Europe, Fiat, and Volkswagen, where he led Seat to record sales [5] - Under De Meo's leadership since July 2020, Renault has undergone significant restructuring, including a reduction of global factory capacity and a focus on profitability rather than revenue growth [8][10] - Renault's performance has improved significantly, with 2024 projected sales of 2.26 million vehicles, a revenue increase of 7.4% to €56.2 billion, and a record operating profit of €4.26 billion, reflecting a successful turnaround [10]