11Hยท

๐Š๐ž๐ซ๐ข๐ง๐ : ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐‘๐ž๐ญ๐ฎ๐ซ๐ง๐ฌ ๐ญ๐จ ๐†๐ซ๐จ๐ฐ๐ญ๐ก ๐š๐ฌ ๐†๐ฎ๐œ๐œ๐ข ๐’๐ก๐จ๐ฐ๐ฌ ๐’๐ญ๐ซ๐จ๐ง๐ ๐ž๐ซ ๐Œ๐จ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ

$KER (+13.41%)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Q2 revenue: โ‚ฌ3.65B (+2% comparable)

โ€ข H1 revenue: โ‚ฌ7.22B (+1% comparable)

โ€ข Recurring operating income: โ‚ฌ921M

โ€ข Recurring operating margin: 12.8% (+40 bps)

โ€ข Net debt reduced to โ‚ฌ3.3B (down โ‚ฌ4.7B vs. year-end 2025)

โ €

๐ŸŽฏ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค

โ€ข Targets a return to sustainable revenue growth and improved profitability in 2026

โ€ข All key execution initiatives remain on track or ahead of plan

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Gucci Q2 comparable sales -2%, improving 7 percentage points sequentially as new collections gained traction

โ€ข Jewelry (+18% comparable) and Eyewear (+8%) remained standout growth businesses, while Saint Laurent and Bottega Veneta continued to accelerate

โ€ข Generated โ‚ฌ2.6B of free cash flow (โ‚ฌ1.8B excluding one-offs) and completed 84 net store closures as part of network optimization

โ€ข Signed a new 50-year Gucci Beauty licensing agreement with L'Orรฉal and continued executing its transformation plan

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

"Kering delivered improved performance in the second quarter, with revenue returning to growth... We are focused on delivering our roadmap with discipline and consistency, creating the foundations for sustainable growth and long-term value creation."

3
Join the conversation