Kering SA

Informe acción ENXTPA:KER

Capitalización de mercado: €29.3b

Kering Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Kering de 58% y 6.3% por año respectivamente. Se prevé que el BPA crezca en un 60.1% al año. Se espera que la rentabilidad financiera sea de 11.4% en 3 años.

Información clave

58.0%

Tasa de crecimiento de los beneficios

60.09%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Luxury15.2%
Tasa de crecimiento de los ingresos6.3%
Rentabilidad financiera futura11.40%
Cobertura de analistas

Good

Última actualización11 Sep 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Aug 20

KER: Beauty Licence Shift To L’Oréal Will Constrain Repricing Potential

Kering's updated analyst price target moves higher to €206.17 from €198.41, as analysts factor in slightly lower discount rates, modestly higher revenue growth and profit margin assumptions, and a revised future P/E multiple that is in line with recent Street research price target increases in the €266 to €350 range. Analyst Commentary Recent Street research on Kering shows a mixed picture, with several large firms adjusting price targets and ratings as they reassess the balance between valuation, growth prospects and execution risk.
Actualización de narrativa • Aug 06

KER: Future Cash Returns Will Depend On Turnaround Execution And Dividend Flexibility

Kering's analyst fair value estimate has moved by about €6 per share, with analysts pointing to updated views on sales growth, profitability, and more moderate future P/E expectations, as reflected in recent price target changes across the Street. Analyst Commentary Recent research updates on Kering highlight a wide range of views on where the stock should trade, with targets clustered between about €175 and €350.
Actualización de narrativa • Jul 23

KER: Beauty Licence Shift To L’Oréal Will Limit Future Upside

Analysts have made a modest upward adjustment to Kering's fair value estimate to about €198 per share, a change of roughly €5. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E levels following recent price target revisions from Citi, Berenberg and Deutsche Bank.
Actualización de narrativa • Jul 09

KER: Beauty License Deal And Cash Returns Will Support Re Rating

Analysts have reduced the Kering price target to €360.00 from €383.28, reflecting a series of lower Street targets and updated assumptions on fair value, discount rate, growth, profit margin and future P/E multiples. Analyst Commentary Recent research on Kering shows a mixed set of views, with several price target revisions and rating changes reflecting different expectations for execution, growth and valuation.
Actualización de narrativa • Jun 25

KER: Future Cash Returns Will Depend On Buybacks And Dividend Flexibility

For Kering, the updated analyst price target edges slightly lower to about €282 from roughly €285. This reflects more cautious assumptions on revenue growth and future P/E, partly offset by a marginally higher profit margin outlook and a modestly reduced discount rate cited by analysts.
Actualización de narrativa • Jun 10

KER: Future Cash Returns Will Rely On Buybacks And Brand Repositioning

Analysts have lowered the Kering price target by €10 to €280, reflecting a mix of recent downgrades and target reductions alongside some more supportive views that continue to see value in the stock. Analyst Commentary Recent Street research on Kering shows a divided view, with some analysts turning more positive on the stock while others have taken a more cautious stance, including several target cuts.
Actualización de narrativa • May 27

KER: Mixed Rating Cuts And Reorganizations Will Limit Future Upside

Analysts have adjusted the implied fair value for Kering to €193.12 from €178.88, reflecting updated assumptions on revenue growth, profit margins and future P/E in light of recent mixed revisions to Street price targets and ratings. Analyst Commentary Recent Street research on Kering has been mixed, with several bearish analysts trimming price targets or cutting ratings, alongside a few more constructive moves.
Actualización de narrativa • Apr 28

KER: New Structure And Beauty Sale Will Support Future Cash Returns

Analysts have nudged their blended price target for Kering lower to about €284 from roughly €295, reflecting slightly softer assumptions on revenue growth and profit margins alongside a modestly higher discount rate, even as recent research includes both downgrades and upgrades across the Street. Analyst Commentary Recent Street research around Kering has been mixed, with both upgrades and downgrades, as well as several price target changes in both directions.
Actualización de narrativa • Apr 13

KER: Beauty Sale And Cash Returns Will Support Rerating Despite Mixed Research

Analysts have trimmed their fair value estimate for Kering by around €17 to about €383 per share, as mixed recent research, including both price target cuts and upgrades, feeds into slightly higher discount rate assumptions and updated views on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on Kering has been mixed, with some firms trimming price targets and others becoming more constructive.
Actualización de narrativa • Mar 30

KER: Beauty Sale And New Structure Will Support Future Cash Returns

Analysts have trimmed their implied fair value for Kering from about €301.71 to €294.54, reflecting recent price target resets around €235 to €319 and slightly softer assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research shows a mix of cautious and more constructive views on Kering, with several price target changes clustered between about €235 and €319 and a few rating shifts that reflect evolving expectations on execution and growth.
Actualización de narrativa • Mar 16

KER: Beauty Unit Sale Will Support Reorganization And Future Cash Returns

Analysts have nudged their fair value estimate for Kering slightly higher to about €302 from roughly €300, citing recent target tweaks and rating changes across firms that reflect updated earnings assumptions and modestly adjusted P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent upgrades in rating, which they see as a sign that risk and reward are better balanced around current levels, even when paired with lower price targets.
Actualización de narrativa • Mar 02

KER: Beauty Unit Sale And Real Estate Deal Will Shape Returns

Analysts have adjusted their price targets on Kering, with recent Street research pointing to mixed revisions that result in a modestly higher fair value estimate of about €300, supported by updated assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Kering reflects a mix of optimism and caution, with several firms adjusting their price targets in both directions over the past few weeks.
Actualización de narrativa • Feb 16

KER: Beauty Sale And Cash Returns Will Support Higher Future P/E

Analysts have nudged their price targets on Kering higher by around €15 in recent updates, citing mixed revisions across firms that collectively point to a more balanced view on the shares. Analyst Commentary Recent research on Kering reflects a mix of caution and renewed optimism, with Bullish analysts highlighting potential upside even as others trim expectations.
Actualización de narrativa • Feb 02

KER: Beauty Sale And Weaker Execution Outlook Will Limit Future Upside

Analysts have revised their fair value estimate for Kering to €178.88, up from €175.91. This change reflects updated views on the company's margin outlook and future P/E assumptions following recent mixed price target moves and commentary on the shares.
Actualización de narrativa • Jan 19

KER: Beauty Unit Sale To L’Oréal Will Support Higher Future P/E

Analysts have lifted their fair value estimate for Kering to €400 from €370, pointing to slightly higher assumed revenue growth, profit margins and future P/E multiples, in line with recent price target increases from major banks. Analyst Commentary Recent research points to a mix of caution and optimism around Kering, with several price target adjustments clustering in a relatively tight range.
Actualización de narrativa • Jan 05

KER: Beauty Business Sale Will Likely Cap Near-Term Upside For Shares

The analyst price target for Kering has been revised upward from EUR 135 to about EUR 176. Analysts cite a more constructive view on the group’s medium term growth and profitability despite mixed rating actions and concerns about a slower luxury demand backdrop.
Actualización de narrativa • Dec 14

KER: Beauty Unit Sale To L'Oreal Will Support Luxury Portfolio Repositioning

Kering's analyst price target has been raised from EUR 313.67 to EUR 370 as analysts factor in higher expected revenue growth, improved profit margins and a modestly lower discount rate, despite a mixed set of rating changes across the Street. Analyst Commentary Recent research updates on Kering present a mixed backdrop, with rising price targets and selective upgrades offset by caution on valuation and luxury sector growth.
Actualización de narrativa • Nov 29

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.
Actualización de narrativa • Nov 14

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.
Actualización de narrativa • Oct 31

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

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.
Actualización de narrativa • Oct 17

Digital Expansion And Retail Improvement Will Drive Luxury Transformation

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.
Actualización de narrativa • Oct 03

Digital Expansion And Retail Improvement Will Drive Luxury Transformation

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.
Artículo de análisis • Sep 30

Why Investors Shouldn't Be Surprised By Kering SA's (EPA:KER) 26% Share Price Surge

Despite an already strong run, Kering SA ( EPA:KER ) shares have been powering on, with a gain of 26% in the last...
Actualización de narrativa • Sep 18

Digital Expansion And Retail Improvement Will Drive Luxury Transformation

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.
Actualización de narrativa • Sep 03

Digital Expansion And Retail Improvement Will Drive Luxury Transformation

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.
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Nueva narrativa • Feb 23

Relaunching Iconic Gucci Products Will Boost Future Brand Desirability

Kering's brand elevation and strategy to penetrate higher-value markets could lead to improved revenue mix and net margins.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:KER - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202816,7611,5321,8533,79820
12/31/202715,7651,1481,6553,36323
12/31/202614,7226551,9183,42320
6/30/202614,456-3226,9027,720N/A
3/31/202614,566-1754,6155,439N/A
12/31/202514,675-292,3283,158N/A
6/30/202515,2955761,3853,734N/A
3/31/202516,0858011,3934,222N/A
12/31/202416,8741,0251,4004,709N/A
9/30/202417,8221,6051,7994,509N/A
6/30/202418,4492,0762,1974,308N/A
3/31/202419,0082,5302,0234,384N/A
12/31/202319,5662,9831,8484,459N/A
9/30/202320,0613,1971,8564,462N/A
6/30/202320,5563,4111,8644,465N/A
3/31/202320,4543,5122,5324,368N/A
12/31/202220,3513,6133,1994,270N/A
9/30/202219,9403,6523,4014,422N/A
6/30/202219,5283,6903,6024,574N/A
3/31/202218,5873,4283,7604,724N/A
12/31/202117,6453,1653,9184,874N/A
9/30/202116,7073,2523,9044,764N/A
6/30/202115,7693,3383,8904,654N/A
3/31/202114,4352,7492,9943,769N/A
12/31/202013,1002,1602,0972,884N/A
9/30/202013,3621,9941,4282,291N/A
6/30/202013,6231,8277581,698N/A
3/31/202014,7532,005N/A2,153N/A
12/31/201915,8842,183N/A2,608N/A
9/30/201915,3782,116N/A3,257N/A
6/30/201914,8722,048N/A3,906N/A
3/31/201914,2682,334N/A3,638N/A
12/31/201813,6652,620N/A3,370N/A
9/30/201812,9202,377N/A3,347N/A
6/30/201812,1752,135N/A3,325N/A
3/31/201811,4951,904N/A3,169N/A
12/31/201710,8161,672N/A3,014N/A
9/30/201711,2901,391N/A2,624N/A
6/30/201711,7651,110N/A2,235N/A
3/31/201712,075967N/A2,005N/A
12/31/201612,385825N/A1,774N/A
9/30/201612,075755N/A1,625N/A
6/30/201611,765686N/A1,475N/A
3/31/201611,674670N/A1,359N/A
12/31/201511,584655N/A1,243N/A
9/30/201511,212775N/A859N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que KER sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (2.6%).

Beneficios vs. Mercado: Se prevé que KER sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que KER sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (6.3% al año) de KER crezcan más rápidamente que los del mercado French (5.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.3% al año) de KER crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de KER sea baja dentro de 3 años (11.4%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/11 02:11
Precio de las acciones al final del día2026/09/11 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Kering SA está cubierta por 40 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Arancha PiñeiroBanco de Sabadell. S.A.
Mariano SzachtmanBanco Santander
Carole MadjoBarclays