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Kering SA (PPRUY) Q1 2026 Sales/Trading Call Transcript

Seeking Alpha
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Kering restructured into four segments in Q1 2026: Fashion & Leather Goods (Gucci, Saint Laurent, Balenciaga), Jewelry (Boucheron, Pomellato), Eyewear, and Corporate, aligning with strategic priorities announced March 16. Gucci’s performance will now be reported separately due to its outsized revenue contribution, underscoring its pivotal role within the group’s Fashion & Leather Goods division. Q1 2026 results were presented from Gucci’s France HQ, two days before the Capital Markets Day, signaling a focus on transparency and investor engagement. CFO Armelle Poulou led the call, emphasizing the new reporting framework’s role in clarifying brand contributions and operational efficiency across the luxury conglomerate. Analysts from Citigroup, Morgan Stanley, and Bernstein participated, highlighting strong institutional interest in Kering’s strategic shifts and financial outlook.
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SA Transcripts159.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Kering SA (PPRUY) Q1 2026 Sales/Trading Call April 14, 2026 12:00 PM EDT Company Participants Armelle Poulou - Chief Financial Officer Conference Call Participants Thomas Chauvet - Citigroup Inc., Research DivisionEdouard Aubin - Morgan Stanley, Research DivisionAnne-Laure Jamain - HSBC Global Investment ResearchChiara Battistini - JPMorgan Chase & Co, Research DivisionAntoine Belge - BNP Paribas, Research DivisionLuca Solca - Bernstein Institutional Services LLC, Research DivisionPiral Dadhania - RBC Capital Markets, Research DivisionOliver Chen - TD Cowen, Research DivisionCharles-Louis Scotti - Kepler Cheuvreux, Research DivisionZuzanna Pusz - UBS Investment Bank, Research Division Presentation Operator Welcome to the Kering 2026 First Quarter Revenue Conference Call and Audiocast. Please be advised that today's conference is being recorded. [Operator Instructions] At this time, I would like to turn the conference over to Armelle Poulou, Group Chief Financial Officer. Please go ahead, madam. Armelle PoulouChief Financial Officer Thank you. Good evening to all of you, and welcome to Kering 2026 first quarter revenue call. We are speaking to you today from Gucci headquarter in France, just two days ahead of our Capital Markets Day. I will be reviewing our performance and will be joined by Philippine de Schonen, Head of IR for the Q&A session. Starting on Slide 5. We introduced our new segment reporting, which was announced on March 16 and reflects the group's strategic priorities. We are now organized around 4 segments: Kering Fashion and Leather Goods, including Gucci, Saint Laurent, Bottega Veneta, Balenciaga, McQueen and Brioni; Kering Jewelry, bringing together Boucheron, Pomellato, DoDo and Qeelin; Kering Eyewear as a stand-alone segment and Corporate and Other, which includes Group Services and Ginori 1735. Gucci is obviously part of Kering Fashion and Leather Goods, but its performance will also be disclosed separately given its weight in the group's revenue and our commitment

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