Kering : La bonne surprise vient des marges S1, ventes T2 en ligne. Une question de « momentum » de croissance organique à partir de maintenant…
>CA T2 à 31.5%cc, en ligne avec le consensus et ROC 3% au-dessus. Gucci à +40.1%cc (vs +42%cc attendus), MOP à 38.2% - Kering a publié un CA T2 2018 (3 326 M€, +31.5%cc) en ligne avec le consensus. Le ROC (1 772 M€, 27.5% de marge, +510 pb) ressort 3% au-dessus du consensus.Par marques sur le T2/S1 2018 :Gucci (CA T2 : 1 986 M€, +40.1%cc, 1% en dessous de nos attentes / ROC S1 : 1 471 M€, marge de 38.2%, +610 pb, 3% au-dessus de nos attentes),Bottega V...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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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