Kering SA

ENXTPA:KER Voorraadrapport

Marktkapitalisatie: €29.3b

Kering Toekomstige groei

Future criteriumcontroles 4/6

Kering zal naar verwachting groeien in winst en omzet met respectievelijk 58% en 6.3% per jaar. De winst per aandeel zal naar verwachting groeien met 60.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.4% zijn.

Belangrijke informatie

58.0%

Groei van de winst

60.09%

Groei van de winst per aandeel

Luxury winstgroei15.2%
Inkomstengroei6.3%
Toekomstig rendement op eigen vermogen11.40%
Dekking van analisten

Good

Laatst bijgewerkt11 Sep 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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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Nieuw narratief • 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.

Winst- en omzetgroeiprognoses

ENXTPA:KER - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: Er wordt voorspeld dat KER de komende 3 jaar winstgevend zal worden, wat wordt beschouwd als een snellere groei dan de spaarquote ( 2.6% ).

Winst versus markt: Er wordt verwacht dat KER de komende 3 jaar winstgevend zal worden. Dit wordt gezien als een groei die boven het gemiddelde van de markt ligt.

Hoge groeiwinsten: Er wordt verwacht dat KER binnen 3 jaar winstgevend zal worden.

Omzet versus markt: De omzet van KER ( 6.3% per jaar) zal naar verwachting sneller groeien dan de markt French ( 5.8% per jaar).

Hoge groei-inkomsten: De omzet van KER ( 6.3% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen KER zal naar verwachting over 3 jaar laag zijn ( 11.4 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/11 06:54
Aandelenkoers aan het einde van de dag2026/09/11 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Kering SA wordt gevolgd door 40 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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