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 ...

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]