KER
Kering SA
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 2
position
Fall 2025
AM
long
inconclusive
Newsletter
The appointment of Luca de Meo as the first independent CEO marks a significant change for Kering, as it separates the roles of CEO and chair for the first time. This change is expected to enhance gov
position
Fall 2025
Gavin Baker, Atreides Management
long
inconclusive
Newsletter
Kering, particularly its Gucci brand, has a strong heritage and brand recognition that supports a return to higher profitability levels. The current margins are depressed, but the intrinsic value base