Kering's Comeback Maybe? Gucci's New Boss Makes Moves

• Kering anticipates a return to growth in 2026 following a decline in sales and operating income in 2025.
• Gucci, Kering's flagship brand, experienced a 10% sales decrease, but showed signs of improvement compared to previous expectations.
• New CEO Luca de Meo is implementing strategic changes, including selling the beauty segment and focusing on core fashion business to reignite brand desirability.
• Investors are optimistic about Kering's potential turnaround, with shares rising, but analysts emphasize the need for continued improvement and cost savings.

Say Hello to My Little Comeback?

Alright, listen up. Tony Montana here. I've seen empires rise and fall faster than a Miami sunset. This Kering thing, it reminds me a little of my own story. They got hit, they went down, but they ain't dead yet. They're talking about a comeback, a new cycle of growth. Sounds like a whole lotta talk, but let's see if they got the huevos to pull it off. After a tough 2025, with sales dropping 10% to 14.7 billion euros, they're saying 2026 is gonna be different. They better be right, or they'll be swimming with the fishes.

Gucci, the Golden Goose, Needs a Shine

Gucci, huh? That's their big moneymaker, the golden goose. But even golden geese can lay rotten eggs sometimes. Sales down 10%, that's not the kinda number you want to see. But they say it's better than expected, whatever that means. They got this new guy, Demna, trying to bring the heat with his "La Famiglia" collection. Sounds like a family business, and you know how I feel about family. They need to get that brand back on track, or they're gonna have a serious problem. Speaking of problems, check out this TrumpRx Unveiled: A Bold Scheme or Just Another Pill?. Now that's what I call a serious problem.

New Boss, New Rules?

This Luca de Meo, he's an outsider. Comes from the car business. Turning around Renault, that's like trying to polish a turd, if you ask me. But maybe he's got the magic touch. He's selling off the beauty stuff to L'Oreal, focusing on the core business. Smart move. Sometimes you gotta cut the dead weight to survive. He's talking about reigniting desirability, house by house, product by product, client by client. Sounds like a slow burn, but maybe that's what they need.

Wellness and Longevity? What is This, a Spa?

Wellness and longevity? Kering wants to get into the spa business? I'm more of a champagne and cigars kinda guy myself, but hey, maybe there's money in it. They're talking about jewelry too. Diamonds, gold, the shiny stuff. That's more like it. They better bring the bling, or they're gonna disappoint. I like to see the shiny stuff. Makes life more interesting.

Investors Are Feeling It... For Now

The suits on Wall Street, they're getting excited. The stock went up 14%. But I've seen these guys get excited over nothing. They're waiting to see if this turnaround is for real. Analysts are saying there's cost-saving potential. Translation: they're gonna fire some people. That's the way it always is. But hey, maybe they'll give me a call. I know a thing or two about cutting costs.

Say Goodnight to the Bad Times?

So, what's the verdict? Is Kering gonna make it? Maybe. They got a new boss, a plan, and a little bit of hope. But hope ain't enough in this world. They need to execute, they need to be ruthless, and they need to bring the heat. Just like I did back in Miami. Remember what I always say: "The world is yours." But only if you're willing to fight for it.