Kering SA
PAR: KER.PA
Stock price
270.75 EUR
(-55.75%) 5 years
Financial Performance
5Y price score: (85)
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.
10Y return: 136.9%
EUR Per
Share
Earnings per share
Free cash flow per share
Stock price
By default your notes are visible only to you.
159.5
52-week range
354.2
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| Required return / cost of capital |
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Valuation
Free Cash Flow Yield
5.1 %
Dividend Yield TTM
1.9 %
Market cap
33,194.4
Price / Earnings TTM
458.9
Price / Book TTM
2.3
PEG TTM
(4.9)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
70.6 %
(46.9) %
136.9 %
Free cash flow per share growth
20.7 %
(18) %
178.5 %
Earnings per share growth
(93.6) %
(96.6) %
(89.3) %
Business Summary:
all figures in EUR Millions except per share data
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Latest Earnings Call Takeaways
2025 Q4 (Feb 14, 2026)
1) Strategy & Leadership - CEO Luca de Meo emphasized that 2025 was a turning point for Kering, marking the beginning of a turnaround despite disappointing results. - The company is focused on reigniting desirability and preparing for growth across its brands, with a clear strategy to be presented at the upcoming Capital Markets Day in April. - Key strategic moves include a partnership with L'Oreal to enhance the beauty segment and the acquisition of Raselli Franco to strengthen jewelry capabilities. - Kering is committed to operational discipline, reducing store count by 75 in 2025, and planning further closures in 2026 to improve retail quality.
2) Financial & Segment Results - Total revenue for 2025 was EUR 14.7 billion, down 10% YoY, with Q4 showing a sequential improvement to a decline of only 3%. - Recurring operating income was EUR 1.6 billion, reflecting an 11.1% EBIT margin, down from previous years due to top-line pressures. - Free cash flow was EUR 4.4 billion, with net financial debt reduced to EUR 8 billion, demonstrating effective deleveraging strategies. - Segment performance varied, with Gucci's revenue down 22% YoY, while Bottega Veneta and Saint Laurent showed resilience with growth in specific areas.
3) Problems / Headwinds - The company faced significant challenges in 2025, including a decline in retail traffic and sales, particularly in Asia Pacific and Western Europe. - The luxury market is experiencing a slowdown, with concerns over "luxury fatigue" impacting consumer spending. - Kering's brands, especially Gucci, have struggled with desirability and market share, necessitating a strategic overhaul and management changes.
4) Operational or Product Plans - Kering plans to continue reducing its retail footprint, with 100 net closures anticipated in 2026, focusing on enhancing store quality and sales density. - The company is investing in creative leadership across its brands, with new collections expected to drive sales and improve brand desirability. - There is a strong emphasis on sustainability, with Kering maintaining its CDP Triple A rating and continuing to integrate sustainable practices into its operations.
5) Guidance & Outlook / Investor Angle - For 2026, Kering aims for a return to growth and improved margins across all brands, with expectations of gradual recovery throughout the year. - The company is focused on enhancing profitability through operational efficiency and strategic investments, particularly in marketing and product development. - While specific guidance was not provided, management expressed optimism about the potential for growth, particularly with the upcoming product launches and strategic initiatives.
Bottom line: Kering is at a critical juncture, implementing strategic changes to address past performance issues and aiming for a rebound in 2026. The focus on operational efficiency, brand desirability, and strategic partnerships positions the company for potential growth, making it a compelling consideration for investors looking for recovery in the luxury sector.
Kering SA — Financial Overview, Stock Price, Market Cap
Kering SA is a company. Founded in 1963. As of April 13, 2026, the company's market capitalization is $33194403506 with a current stock price of $270.75.
