Kering
Note: This is a daily stock update and the information stands true as of 11/09/25, 09:00 CET.
Company Update:
Expert Opinion:
Our expert is somewhat more constructive than our analyst on the name. Indeed, he believes that the arrival of Luca de Meo is good news and will be played by the market (already started). Kering needed a full-time CEO at the helm of the ship and Luca de Meo may prove to be the right man to implement the needed restructuring and the turnaround, notably at Gucci. He expects positive momentum will continue, especially if the sales trend improves further.
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Company Update:
Kering has amended its agreement with Mayhoola, delaying any change in Valentino’s ownership until at least 2028. Put and call options are both deferred by two years, meaning Kering could only acquire Mayhoola’s 70% stake from 2029. The postponement gives Kering more time to reorganize and strengthen its financial flexibility.
We retain a cautious stance for the time being, the recovery of the group is likely to take time, especially in the current environment.
Our expert is somewhat more constructive than our analyst on the name. Indeed, he believes that the arrival of Luca de Meo is good news and will be played by the market (already started). Kering needed a full-time CEO at the helm of the ship and Luca de Meo may prove to be the right man to implement the needed restructuring and the turnaround, notably at Gucci. He expects positive momentum will continue, especially if the sales trend improves further.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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