Kering Portfolio Refresh: Every House Under de Meo
Luca de Meo’s first eight months as Kering CEO add up to a Capital Markets Day in Florence on April 16, 2026, five different creative-director appointments inherited or made across the portfolio, a Gucci Times Square takeover that BoF on May 24, 2026 called “back under the microscope,” and a three-phase plan called ReconKering that asks investors to wait until end-2030 to see the payoff. This is a Kering portfolio refresh on a scale the group has not attempted since the disposal of the sport-and-lifestyle assets, and it lands as the Kering AGM convenes May 28, 2026 at 3 PM Paris time at 40 rue de Sèvres. The question every house faces is no longer who runs it. It is what shape it should be by the time the Lead phase opens in 2029. ...