Sign In
Buy PPRUF
Kering SA Earnings Calls
| Release date | Feb 10, 2026 |
| EPS estimate | $2.84 |
| EPS actual | $1.44 |
| EPS Surprise | -49.30% |
| Revenue estimate | 8.626B |
| Revenue actual | 8.325B |
| Revenue Surprise | -3.49% |
| Release date | Jun 30, 2025 |
| EPS estimate | $4.11 |
| EPS actual | $4.55 |
| EPS Surprise | 10.71% |
| Revenue estimate | 9.005B |
| Revenue actual | 8.933B |
| Revenue Surprise | -0.798% |
| Release date | Apr 25, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $3.26 |
| EPS actual | $2.15 |
| EPS Surprise | -34.05% |
| Revenue estimate | 8.259B |
| Revenue actual | 8.466B |
| Revenue Surprise | 2.51% |
Last 4 Quarters for Kering SA
Below you can see how PPRUF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $246.00 |
| EPS estimate | $3.26 |
| EPS actual | $2.15 |
| EPS surprise | -34.05% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $245.25 |
| Dec 26, 2024 | $240.32 |
| Dec 27, 2024 | $242.00 |
| Dec 30, 2024 | $237.50 |
| Dec 31, 2024 | $246.00 |
| Jan 02, 2025 | $246.00 |
| Jan 03, 2025 | $235.00 |
| Jan 06, 2025 | $237.18 |
| Jan 07, 2025 | $242.54 |
| 4 days before | 0.306% |
| 4 days after | -1.41% |
| On release day | 0% |
| Change in period | -1.10% |
| Release date | Apr 25, 2025 |
| Price on release | $193.77 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 21, 2025 | $192.15 |
| Apr 22, 2025 | $195.90 |
| Apr 23, 2025 | $187.48 |
| Apr 24, 2025 | $201.74 |
| Apr 25, 2025 | $193.77 |
| Apr 28, 2025 | $200.00 |
| Apr 29, 2025 | $203.42 |
| Apr 30, 2025 | $203.42 |
| May 01, 2025 | $201.21 |
| 4 days before | 0.84% |
| 4 days after | 3.84% |
| On release day | 0% |
| Change in period | 4.72% |
| Release date | Jun 30, 2025 |
| Price on release | $214.80 |
| EPS estimate | $4.11 |
| EPS actual | $4.55 |
| EPS surprise | 10.71% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $214.75 |
| Jun 25, 2025 | $205.77 |
| Jun 26, 2025 | $205.77 |
| Jun 27, 2025 | $214.00 |
| Jun 30, 2025 | $214.80 |
| Jul 01, 2025 | $227.88 |
| Jul 02, 2025 | $240.00 |
| Jul 03, 2025 | $241.61 |
| Jul 07, 2025 | $230.07 |
| 4 days before | 0.0233% |
| 4 days after | 7.11% |
| On release day | 6.09% |
| Change in period | 7.13% |
| Release date | Feb 10, 2026 |
| Price on release | $303.00 |
| EPS estimate | $2.84 |
| EPS actual | $1.44 |
| EPS surprise | -49.30% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $306.56 |
| Feb 05, 2026 | $303.00 |
| Feb 06, 2026 | $303.00 |
| Feb 09, 2026 | $303.00 |
| Feb 10, 2026 | $303.00 |
| Feb 11, 2026 | $352.30 |
| Feb 12, 2026 | $352.30 |
| Feb 13, 2026 | $338.09 |
| Feb 17, 2026 | $334.30 |
| 4 days before | -1.16% |
| 4 days after | 10.33% |
| On release day | 16.27% |
| Change in period | 9.05% |
Kering SA Earnings Call Transcript Summary of Q4 2025
Kering reported 2025 as a trough year but outlined decisive turnaround actions. Reported revenue (excluding Kering Beaute) was EUR 14.7bn, down 10% on a comparable basis, with Q4 sequential improvement to -3%. Recurring operating income was EUR 1.6bn (11.1% EBIT margin), down 33% year-on-year. Management delivered EUR 925m of cost savings in 2025, reduced retail footprint by 75 net stores (1,719 total) and plans at least 100 net closures in 2026, targeting further square-footage rationalization. Net debt fell by EUR 2.5bn to EUR 8.0bn; the planned sale/partnership of Kering Beaute with L'Oréal (closing H1 2026) will bring c. EUR 4bn cash inflow and materially strengthen the balance sheet. Strategic moves include a partnership with L'Oréal to accelerate beauty and an industrial investment in jewelry (progressive Raselli acquisition) to scale that category. Brand performance was mixed: Gucci was the largest drag but showed early signs of stabilization (product momentum such as La Famiglia and improved Q4 trends); Saint Laurent and Bottega Veneta performed relatively well; Balenciaga improving but uneven; Alexander McQueen loss-making and undergoing restructuring. Kering Eyewear grew ~3% and remains a stable contributor. Management emphasized building a group platform (industrial, client, tech/AI, sustainability) to support houses, with a Capital Markets Day planned in April to present detailed strategy. Dividend proposal: EUR 3/share regular plus EUR 1/share exceptional tied to the Beaute disposal. Guidance: management expects 2026 to be a year of construction with a return to growth and margin improvement, gradual over the year.
