Research
Forum Transcript

Kering – Gucci’s Slowing Momentum in China – 16 April 2021

  • Public Equity
  • Consumer
  • China & Hong Kong
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Specialist

Senior executive at LVMH Fashion (Shanghai) Trading Co Ltd

Agenda

  • Gucci’s LFL trading outlook in Greater China, including drivers by category and channel
  • Competitiveness of product offer and customer experience vs Dior and Hermes
  • Distribution shifts in 2021, including online growth outlook
  • Gucci’s EBIT margin outlook in China
  • Kering M&A opportunities

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