Financial Performance
5Y price score: (88)
The price score is a basic measure of the stock's performance 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: 96.9%
EUR Per
Share
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221.9
52-week range
354.2
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
8.3 %
Dividend Yield TTM
1.6 %
Market cap
30,882
Price / Earnings TTM
(145.6)
Price / Book TTM
2.1
PEG TTM
1.9
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
15 %
(54.7) %
96.9 %
Free cash flow per share growth
101.2 %
(18) %
178.5 %
Earnings per share growth
(78.5) %
(96.6) %
(89.3) %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strategy & Leadership - Kering is focused on executing its brand playbooks and optimizing its store network, achieving 84 net store closures in H1 2026. - The company aims to reignite brand desirability and strengthen client engagement, particularly through Gucci's initiatives like the Rinascimento plan and partnerships, including a new beauty license with L’Oréal. - Leadership changes include the appointment of Romain Spitzer as CEO of Bottega Veneta and Gianfranco D'Attis as CEO of McQueen, aimed at enhancing brand performance.
2) Financial & Segment Results - H1 2026 revenue reached €7.2 billion, up 1% on a comparable basis, with a return to growth in Q2 (2% growth). - Recurring operating income was €921 million, a margin of 12.8%, up 40 basis points YoY. - Key segments showed varied performance: | Segment | H1 Revenue (€ billion) | YoY Growth (%) | |-------------------------------|------------------------|----------------| | Fashion and Leather Goods | 5.8 | -1 | | Kering Jewelry | 0.521 | +20 | | Kering Eyewear | 0.965 | +8 | - Gucci's revenue was €2.8 billion, down 5% YoY, but showed improvement with a 6-point sequential increase in Q2.
3) Problems / Headwinds - The market environment remains uneven, with foreign exchange fluctuations impacting reported revenue by nearly 4% in H1. - Challenges persist in China, where brand desirability has been affected, although there are signs of improvement. - The Middle East remains a challenging market, contributing to a 1 percentage point drag on group revenue growth in Q2.
4) Operational or Product Plans - Kering is committed to reducing inventory by €1 billion by year-end 2026, focusing on improving inventory turnover and efficiency. - The company is enhancing its operational rigor, including tighter inventory control and optimized retail management. - AI and technology are being integrated into operations to improve decision-making and execution across the value chain.
5) Guidance & Outlook / Investor Angle - Kering maintains its guidance for growth and improved profitability in 2026 compared to 2025. - The company is cautious about Q3, expecting flattish growth due to tougher comparisons and ongoing market volatility, but remains committed to executing its strategic initiatives.
Bottom line: Kering is on a path to recovery with a focus on brand desirability and operational efficiency, showing early signs of growth in Q2 2026. However, challenges in key markets and cautious outlook for Q3 suggest that investors should remain vigilant as the company navigates its turnaround strategy.
Annual Reports, Presentations And IR Contacts
Go to the websiteKering SA — Financial Overview, Stock Price, Market Cap
Kering SA is a company. Founded in 1963. As of August 26, 2026, the company's market capitalization is $30881487610 with a current stock price of $251.85.
