Business Breakdowns
Episode 199 Kering: It’s Gucci
Business Breakdowns

Episode 199: Kering: It’s Gucci

Business Breakdowns

Episode 199

Kering: It’s Gucci

Jonathan Eng is a Portfolio Manager at Causeway Capital Management. We cover Kering's portfolio of brands and history of acquisitions, the cyclical factors driving the market for luxury goods, and the main points of difference between Kering and LVMH.

Show Notes:

(00:00:00) Welcome to Business Breakdowns

(00:00:53) Overview of Kering and Its Brands

(00:02:13) Kering's Business Strategy and Challenges

(00:05:02) Historical Context and Family Influence

(00:07:09) Comparing Kering and LVMH

(00:10:27) Financial Performance and Market Dynamics

(00:18:05) Impact of Creative Directors and Brand Evolution

(00:21:28) Modern Analytical Approaches in Luxury Market

(00:23:29) Exploring Kering's Development Centers

(00:24:36) Decentralized Decision-Making in Luxury Brands

(00:25:04) Wholesale vs. Retail: Control and Margins

(00:27:33) Strategic Store Locations and Investments

(00:28:51) Geographical Brand Preferences

(00:30:19) Balenciaga's Advertising Fallout

(00:33:46) M&A Landscape and Future Growth

(00:37:41) Valuation and Market Position

(00:43:06) Operational Gearing and Risks

(00:43:58) Key Lessons from Studying Kering

Kering: It’s Gucci

Introduction

Matt
This is Matt Reustle and today we are breaking down the global luxury group Kering. You know Kering from their brands: Gucci, YSL, Bottega Veneta, Balenciaga, and the list keeps going. It's a luxury house with similarities to what you know from LVMH. But LVMH over the past five years is up over 40% and Kering is down over 60%.

To breakdown Kering, I was joined by Jonathan Eng, portfolio manager at Causeway. Jon has spent over 30 years in the investment space and he has seen his fair share of cycles for a company like Kering, which made this a fun and timely breakdown. We covered the Pinault family, the owners and operators of Kering. We got into wholesale distribution versus retail distribution and the margin profile of brands and the various levers that you can pull.

But Kering's core brand, Gucci, is different than a lot of what you see in luxury, and we spent a significant amount of time diving in there. What makes Gucci more cyclical than understated luxury? Where do we stand with Gucci today and how does Jon think about all of this as an investor tapping into his historical context in the space? It was a very fun conversation. It's a very timely conversation. So please enjoy this breakdown of Kering.

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