This report analyzes the leadership transition at Kering and the strategic implications of appointing Luca de Meo as CEO.
Smart breakdown 👏 de Meo’s appointment feels like a bold reset. High risk, but the upside could be big if he pulls it off.
Risks are priced in at current valuation. Though will track the company over the coming quarters to see if catalysts can be realised!
Smart breakdown 👏 de Meo’s appointment feels like a bold reset. High risk, but the upside could be big if he pulls it off.
Risks are priced in at current valuation. Though will track the company over the coming quarters to see if catalysts can be realised!