Kering SA

ENXTPA:KER Aktierapport

Börsvärde: €28.5b

Kering Förvaltning

Förvaltning kriterier kontrolleras 2/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Luca de Meo

Verkställande direktör

n/a

Total ersättning

VD-lön i procentn/a
Anställning som VDless than a year
Ägande av VDn/a
Ledningens genomsnittliga anställningstid2.7yrs
Styrelsens genomsnittliga mandatperiod4.1yrs

Senaste uppdateringar av ledningen

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Sep 30
Why Investors Shouldn't Be Surprised By Kering SA's (EPA:KER) 26% Share Price Surge

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.

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.

Investors Can Find Comfort In Kering's (EPA:KER) Earnings Quality

Aug 06
Investors Can Find Comfort In Kering's (EPA:KER) Earnings Quality

Kering SA (EPA:KER) Just Reported And Analysts Have Been Lifting Their Price Targets

Aug 01
Kering SA (EPA:KER) Just Reported And Analysts Have Been Lifting Their Price Targets

A Look At The Intrinsic Value Of Kering SA (EPA:KER)

Jul 14
A Look At The Intrinsic Value Of Kering SA (EPA:KER)

Unpleasant Surprises Could Be In Store For Kering SA's (EPA:KER) Shares

Jun 26
Unpleasant Surprises Could Be In Store For Kering SA's (EPA:KER) Shares

Is There Now An Opportunity In Kering SA (EPA:KER)?

Jun 11
Is There Now An Opportunity In Kering SA (EPA:KER)?

We Think Kering (EPA:KER) Is Taking Some Risk With Its Debt

May 26
We Think Kering (EPA:KER) Is Taking Some Risk With Its Debt
User avatar

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.

VD OCH KONCERNCHEF

Luca de Meo (58 yo)

less than a year
Anställning

Mr. Luca de Meo served as an Independent Director at Telecom Italia S.p.A. until September 2022. He served as the Chief Executive Officer and Member of the Management Board at Renault SA until July 2025 an...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Luca de Meo
CEO & Directorless than a yearinga uppgifteringa uppgifter
Jean-Pierre Denis
Climate Change Lead & Director4.1yrs€147.81k0.00041%
€ 117.0k
Concetta Battaglia
Head of Operations at Kering UK Services & Employees Representing Directorno data€110.28k0.00016%
€ 45.6k
Armelle Poulou
Chief Financial Officer2.7yrsinga uppgifteringa uppgifter
Jean-Marc Duplaix
Group COO & Chief Executive Officer of Kering Jewelry1.4yrsinga uppgifteringa uppgifter
Eric Sandrin
Legal Director11.9yrsinga uppgifteringa uppgifter
Fedele Usai
Chief Marketing Officerless than a yearinga uppgifteringa uppgifter
Béatrice Lazat
Chief People Officer10.2yrsinga uppgifteringa uppgifter
Laurent Claquin
Chief Brand Officer18.7yrsinga uppgifteringa uppgifter
Marie-Claire Daveu
Chief Sustainability & Institutional Affairs Officerno datainga uppgifteringa uppgifter
Francesca Bellettini
President & CEO of Guccino datainga uppgifteringa uppgifter
Cedric Charbit
CEO of Saint Laurent2.3yrsinga uppgifteringa uppgifter
2.7yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren ledning: KER s ledningsgrupp anses vara erfaren ( 2.7 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Luca de Meo
CEO & Directorless than a yearinga uppgifteringa uppgifter
Jean-Pierre Denis
Climate Change Lead & Director17.9yrs€147.81k0.00041%
€ 117.0k
Concetta Battaglia
Head of Operations at Kering UK Services & Employees Representing Director5.7yrs€110.28k0.00016%
€ 45.6k
Baudouin Prot
Director21yrs€94.21k0.00049%
€ 139.8k
François-Henri Pinault
Chairman33.3yrs€1.35m0.030%
€ 8.6m
Serge Weinberg
Independent Director4.1yrs€166.30k0.000080%
€ 22.8k
François Pinault
Honorary Chairmanno data€6.57minga uppgifter
John Elkington
Member of Sustainability Technical Advisory Groupno datainga uppgifteringa uppgifter
Veronique Weill
Lead Independent Director4.1yrs€259.79k0.000040%
€ 11.4k
Michael Wells
Member of Sustainability Technical Advisory Groupno datainga uppgifteringa uppgifter
Giovanna Melandri
Independent Director2.1yrs€119.63k0.000040%
€ 11.4k
Dominique D'Hinnin
Independent Director2.1yrs€155.07k0.000040%
€ 11.4k
4.1yrs
Genomsnittlig anställningstid
65.5yo
Genomsnittlig ålder

Erfaren styrelse: KER s styrelse anses vara erfaren ( 4.1 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/02 20:11
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Kering SA bevakas av 39 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullBanco de Sabadell. S.A.
Mariano SzachtmanBanco Santander
Carole MadjoBarclays