La dynamique de croissance jusqu'où ? - ACHAT - OC 260€ (vs 240€)
Avec la prochaine publication de ses ventes trimestrielles, KERING devrait confirmer la force du redéploiement de la marque Gucci. Lame de fond qui s’appuie sur un repositionnement intransigeant, stratégie dont la profondeur en même temps que les moyens dédiés, conduisent à un succès retentissant, avec un timing très opportun en regard de la reprise de momentum du secteur. Les chiffres attendus (projection tendue pour Gucci Group au T1 à 2,09 Mds de CA en croissance de 16%/Invest Sec 2,07 Mds) ne sont pas transposables, mais le souffle de la croissance inspire confiance dans l’annualisation des prévisions.Kering is engaged in the retail industry, particularly luxury fashion brands. Co.'s operations can be divided into two segments: Luxury and Sport & Lifestyle divisions. The Luxury division includes brands such as Gucci, Bottega Veneta, Yves Saint Laurent, Balenciaga, Boucheron, Sergio Rossi, Alexander McQueen, Girard-Perregaux & JeanRichard, & Stella McCartney. In addition, Co. offers Leather Goods, Shoes, Ready-to-wear, Watches, and Jewelry & Other products. The Sport & Lifestyle division designs & develops footwear, apparel & accessories and includes brands like Puma, Volcom and Electric among others.
Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.
Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.