INVEST SECURITIES - Kering : Focus sur une croissance toujours discriminante - ACHAT, OC 543€ vs 600€
La réinvention de la marque Gucci a trouvé une résonnance particulière en intervenant avec un timing qui s'est avéré très favorable, au moment où la croissance du luxe accélérait en se concentrant sur les marques disposant des meilleurs atouts pour conquérir les millenials. Ayant dérivé une croissance organique explosive par rapport au marché, Gucci pourrait s'imposer comme la future marque leader du soft luxury devant LV. Cette dynamique devrait servir les autres marques du groupe, y compris Bottega Veneta (BV) dont la relance apparaît comme une éventualité probable. Au total, Kering conserve des réservoirs de croissance qui lui sont spécifiques, toutes marques confondues.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.
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