Kering Stock Leadership Change Aims to Revive Brand

By Patricia Miller

Jun 16, 2025

3 min read

Kering prepares to name Luca de Meo CEO as it seeks to revive the struggling Gucci brand amid a 75% share drop since August 2021.

#Kering Latest

Kering SA (OTC:PPRUF) is undergoing a major transition as it is expected to appoint Luca de Meo. This move comes in response to a significant drop in Kering's stock value, primarily attributed to the underperformance of its flagship brand, Gucci.

De Meo's leadership at Renault is widely recognized, having included, during his tenure, turning around the automotive company while securing state-backed loans and forming strategic partnerships. As Kering strives to rejuvenate its luxury offerings, investors are hopeful that de Meo's innovative approach will help revive Gucci's fortunes and restore confidence in Kering's stock.

#What Investors Need to Know About Kering

  • Kering’s shares have fallen approximately 75% from their 2021 highs.

  • The expected appointment of Luca de Meo is aimed at revitalizing the Gucci brand.

  • Francois-Henri Pinault continues as chairman, with a strategic role shift for leadership.

  • The company is divesting non-core assets, including real estate, to help manage its €10.5B net debt.

  • Following reports of de Meo’s expected appointment, shares jumped nearly 10%, though the stock remains down year to date.

#Kering At A Glance

Kering SA is a global luxury group known for its high-end brands, including Gucci, Saint Laurent, and Bottega Veneta. The company focuses on luxury apparel, accessories, and cosmetics. It has a strong commitment to sustainability and operates global retail stores.

#Competitive Landscape

Kering competes with luxury giants such as LVMH and Richemont. Both companies have established brands and are also similarly navigating shifts in consumer behavior in the luxury space. These competitors have strong market positions and continue to innovate, putting pressure on Kering to perform.

#Near-Term Catalysts and Risks

Kering is poised for a critical strategic reset under Luca de Meo's leadership. His background provides an outsider's perspective that may target Gucci's issues effectively. However, investors should consider operational risks, including the impact of changing consumer preferences and the effectiveness of the upcoming strategic initiatives.

#Trading KER Stock

For retail investors looking at Kering shares, the recent uptick following the leadership news signals potential recovery. However, it's essential to assess market volatility and Kering's brand strategies before making investment decisions. Consider Kering an option if you believe in the luxury sector's long-term growth; however, be prudent and monitor developments closely.

#FAQ

Why should I invest in a luxury goods stock?

Investing in luxury goods can offer exposure to high-margin sectors that often perform well even during economic downturns. Consumer demand for luxury remains resilient.

What does Kering's diverse brand portfolio mean for investors?

A diverse brand portfolio can reduce overall risk as it allows Kering to capitalize on various consumer segments and economic conditions.

What are Kering's main challenges right now?

Kering faces challenges in rejuvenating the Gucci brand's appeal and managing investor expectations after recent stock performance declines.

How does Luca de Meo's appointment impact Kering?

De Meo is seen as a transformative leader who could bring fresh insights and strategies to address Kering's current struggles, particularly with Gucci.

What strategic moves has Kering made recently?

Kering is divesting non-core assets and focusing on key brands, which may improve its financial stability while aiming for brand revitalization.

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Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.