交易概述 - 开云集团以40亿欧元（约合46.6亿美元）的价格将其美妆业务出售给欧莱雅集团 [1] - 交易包括出售香水品牌Creed，以及一份为期50年的独家授权，允许欧莱雅基于开云旗下古驰、葆蝶家和巴黎世家等时尚品牌开发香水及美妆产品 [1] - 古驰香水的现有授权由科蒂持有，新授权预计在2028年科蒂授权到期后生效 [1] 开云集团的战略与财务状况 - 出售美妆业务是开云集团新任首席执行官Luca de Meo为应对高额债务、重新聚焦核心时尚业务所采取的战略步骤 [1] - 截至6月底，开云集团净负债达95亿欧元，此外还有60亿欧元的长期租赁负债，已引发投资者担忧 [1] - 开云集团美妆业务成立于2023年，当时集团以35亿欧元收购了Creed，但该业务发展不顺利，今年上半年录得6000万欧元的营业亏损 [2] - 开云集团旗下最大品牌古驰在上一财报季度营收同比暴跌25%，在中国市场面临需求放缓，加剧了集团压力 [1][2] - 此次出售是开云集团削减净负债、避免信用评级进一步下调的重要一步 [1][2] 欧莱雅集团的战略与交易背景 - 此次收购是欧莱雅集团迄今为止规模最大的一笔交易，超过了其2023年以25亿美元收购澳大利亚品牌Aesop的交易金额 [2] - 欧莱雅集团在2008年曾以11.5亿欧元从开云集团手中收购YSL美妆业务授权，并成功推出了该品牌的爆款香水 [2] - 欧莱雅集团表示今年正在考察"多笔"潜在收购交易，本月有报道称其已与阿玛尼集团代表接触，后者已故设计师在遗嘱中指定欧莱雅为其品牌少数股权的优先收购方之一 [2] 管理层变动与战略转向 - 开云集团新任首席执行官Luca de Meo上任不足两个月便敲定此交易，意味着其正在扭转前任首席执行官Francois-Henri Pinault近年推行的重大战略转向 [1] - Pinault家族是开云集团的控股股东 [1] - de Meo此前已向股东承诺将采取包括业务合理化、必要时进行重组在内的艰难举措以降低集团负债 [2]

French luxury goods company Kering said Sunday it is selling its beauty division to L’Oreal for 4 billion euros ($4.66 billion). Under the agreement, Clichy, France-based L’Oreal will acquire the House of Creed high-end fragrance company as well as licenses to create beauty and fragrance products for Kering brands like Gucci, Bottega Veneta and Balenciaga. The companies said they will establish a strategic committee to ensure coordination between Kering brands and L’Oréal. Kering and L’Oréal said they ar ...

Kering SA agreed to sell its beauty division to L’Oreal SA as part of a long-term strategic alliance, with Chief Executive Luca de Meo seeking to turn around the French luxury giant’s fortunes.The owner of fashion brands including Gucci said the deal aims to accelerate growth, according to a statement issued by both companies on Sunday night.The deal is valued at €4 billion ($4.7 billion), according to the statement. Kering launched its beauty division in 2023. The company acquired high-end fragrance label ...

Kering and L’Oréal have made it official: The two French giants said Sunday that they are forming a long-term strategic partnership in beauty and wellness. In a joint announcement, the companies said the binding agreement encompasses the acquisition of the House of Creed by L’Oréal, and gives L’Oréal the rights to enter into a 50-year exclusive license for the creation, development and distribution of fragrance and beauty products for Gucci, commencing after the expiration of Kering’s current license with ...

Gucci owner Kering has agreed to sell its beauty business to L'Oreal for 4 billion euros ($4.66 billion), the company said on Sunday, as new CEO Luca de Meo moves to tackle the luxury group's high deb... ...

PRESS RELEASE KERING AND L’ORÉAL FORGE AN ALLIANCE IN BEAUTY AND WELLNESS Paris and Clichy, France. October 19, 2025 – Kering and L’Oréal announced today that they are entering a long-term strategic partnership in luxury beauty and wellness. This binding agreement encompasses the acquisition of the House of Creed by L’Oréal, the beauty and fragrance licenses of iconic Houses of Kering and an exclusive venture to explore business opportunities in the field of wellness and longevity. Building on the succe ...

Press release - Kering and L'Oréal forge a beauty alliance - 20251019 PRESS RELEASE  KERING AND L’ORÉAL FORGE AN ALLIANCE IN BEAUTY AND WELLNESS Paris and Clichy, France. October 19, 2025 – Kering and L’Oréal announced today that they are entering a long-term strategic partnership in luxury beauty and wellness. This binding agreement encompasses the acquisition of the House of Creed by L’Oréal, the beauty and fragrance licenses of iconic Houses of Kering and an exclusive venture to explore business opportun ...

Press release - Kering and L'Oréal forge a beauty alliance - 20251019 PRESS RELEASE KERING AND L’ORÉAL FORGE AN ALLIANCE IN BEAUTY AND WELLNESS Paris and Clichy, France. October 19, 2025 – Kering and L’Oréal announced today that they are entering a long-term strategic partnership in luxury beauty and wellness. This binding agreement encompasses the acquisition of the House of Creed by L’Oréal, the beauty and fragrance licenses of iconic Houses of Kering and an exclusive venture to explore business opportun ...

“This is a real game-changer. It is earth-shattering,” said an industry expert of the L’Oréal-Kering Beauty deal. “It has implications for everyone.”For his part L’Oréal CEO Nicolas Hieronimus said, “I am delighted to forge this long-term alliance with one of the world’s most prestigious, creative and visionary luxury groups. The addition of these brands significantly expands our reach into new, dynamic segments of luxury beauty. Through Creed, we will establish ourselves as one of the leading players in th ...

据环球网公开报道，此次开云集团出售的美妆业务包括香水品牌Creed、Bottega Veneta、巴黎世家、麦 昆等品牌的美妆开发权利。另有消息称，有知情人士透露该交易可能于下周正式宣布。相关品牌开发权 利的出售，意味着开云集团依然紧握核心品牌资产，只是将相关品牌美妆领域的"生产许可证"和部 分"品牌价值"变现。 就上述消息的真实性，北京商报记者向开云集团、欧莱雅双方进行求证，开云集团相关人士未正面回 应，仅表示目前没有更多信息可以分享，欧莱雅方面截至目前未给出回应。 在业界看来，此番出售美妆部门或是开云集团新帅"雷霆"手段中的一环。 今年6月，开云集团宣布批准任命卢卡·德·梅奥为集团首席执行官并于9月正式上任。卢卡·德·梅奥在汽车 行业拥有超过30年的丰富经验，而在业界其被冠以"雷诺救世主"的称谓；在其履历中，帮助法国汽车企 业雷诺公司扭亏为其职业生涯画上浓墨重彩的一笔。 2020年，卢卡·德·梅奥成为雷诺公司首席执行官兼董事长，上任后迅速启动改革，包括大规模削减成 本、在全球范围内裁员和缩减产能。在短短五年内，他成功带领这家陷入困境的法国车企完成深度转 型，不仅重塑雷诺与日产长达20年的战略联盟，还坚定推 ...