KER: Beauty Unit Sale And Licensing Deal Will Shape Future Market Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

29 Nov 25

Views

177

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AnalystConsensusTarget's Fair Value

n/a

1Y

29.5%

7D

0.4%

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1Y

29.5%

7D

0.4%

You can edit this narrative until Nov 30 1:05 AM. Then, changes will post as Updates.

Author's Valuation

€296.452.9% overvalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Increased 1.79%

KER: Sector Slowdown And Beauty Unit Sale Will Shape Returns Ahead

Kering's analyst price target has increased from approximately €291 to €296. Analysts cite improved sentiment on valuation and brand strategy, while expressing some caution about sector growth rates and upside potential.

Shared on 14 Nov 25

Fair value Increased 2.64%

KER: Sector Slowdown And Beauty Business Sale Will Limit Gains Ahead

Kering's analyst fair value estimate has risen modestly, up approximately EUR 7.50 to EUR 291. Analysts cite increasing price targets in response to recent shifts in sector leadership and a stable profit outlook.

Shared on 31 Oct 25

Fair value Increased 12%

Kering's analyst price target has increased from approximately €253 to €284, reflecting improved expectations for revenue growth and profitability. However, analysts continue to cite ongoing sector headwinds and valuation concerns.

Shared on 17 Oct 25

Fair value Increased 12%

The analyst fair value estimate for Kering has increased from €225.74 to €252.91. This change is driven by analysts noting modest improvements in revenue growth and profit margin expectations, despite ongoing uncertainty in the luxury sector.

Shared on 03 Oct 25

Fair value Increased 8.28%

Kering Price Target Raised as Analysts Cite Improved Profit Outlook Kering's analyst price target rose by nearly €17 to €225.74. Analysts pointed to upgraded earnings expectations and confidence in profit margins as the key factors driving the increase.

Shared on 18 Sep 25

Fair value Increased 1.70%

Kering’s consensus price target has risen modestly to €208.48 as bullish analysts anticipate improved brand execution and a stabilizing luxury market, though concerns persist around Gucci’s performance, Asian demand softness, and margin pressures; fair value revised up from €205.00. Analyst Commentary Bullish analysts see upside potential, triggering upgrades and higher targets based on expectations of improved brand execution and stabilizing luxury demand.

Shared on 03 Sep 25

Fair value Increased 2.17%

Despite concerns over Gucci’s weakness, margin pressure, and tepid Asia-Pacific recovery weighing on sentiment, analyst conviction in Kering’s brand revitalization and strategic repositioning has led to a modest upward revision in the consensus price target from €200.65 to €205.00. Analyst Commentary Bearish Analysts are lowering targets citing persistent weakness in Kering’s core Gucci brand and concerns over sluggish organic revenue growth.

Shared on 01 May 25

Fair value Decreased 9.79%

AnalystConsensusTarget has decreased revenue growth from 2.6% to 0.7%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.64%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 2.6%.

Shared on 09 Apr 25

Fair value Decreased 4.46%

AnalystConsensusTarget has decreased revenue growth from 3.8% to 3.1%.

Shared on 02 Apr 25

Fair value Decreased 2.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.87%

AnalystConsensusTarget has decreased revenue growth from 4.6% to 4.1%.

Shared on 19 Mar 25

Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

€296.45

2.9% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.78%

Luxury revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.60%

Calculation

€1.50b

Earnings '28

x

31.74x

PE Ratio '28

=

€47.70b

Market Cap '28

€47.70b

Market Cap '28

/

122.60m

No. shares '28

=

€389.04

Share Price '28

€389.04 Share Price '28

Discounted to 2025 @ 9.66% p.a.

=

€295.00

Fair Value '25