Kering – Gucci Challenges in China – 26 October 2021

  • Public Equity
  • Consumer
  • Greater China


Commercial Director at LVMH Fashion


  • Gucci’s 2021-22 top-line growth outlook in China and the rest of Asia – product attractiveness and pricing strategy vs peers, including the Aria collection launch’s impact
  • ASP and UPT [units per transaction] trends in light of Aria collection launch
  • Online channel’s importance, highlighting growth across WeChat (HKG: 0700), dot-com and third party platforms
  • Operating margin outlook for the region
  • Kering’s (PAR: KER) diversification requirements to support growth, highlighting M&A outlook


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