Kering's Capital Markets Day Raises Questions About 2026 Revenue Goals
Equity analysts remain skeptical about Kering's 2026 revenue targets, particularly for Gucci, despite CEO Luca de Meo's strategic roadmap presented at the Capital Markets Day. Analysts like RBC's Piral Dadhania and Bernstein's Luca Solca highlighted concerns over the achievability of growth goals and the need for Gucci to redefine its brand relevance. Investment bank Jefferies also lowered its price target for Kering.
Topics: Analyst Outlook Capital Markets Day Gucci Kering Luxury Industry