（文章来源：每日经济新闻） 每经AI快讯，10月20日，开云集团股价上涨约4%，欧莱雅股价上涨1.7%。消息面上，开云集团同意将 旗下美妆部门出售给欧莱雅。 ...

ESSILORLUXOTTICA MERGER In January 2017, Italian eyewear giant LVMH's TIFFANY ACQUISITION In November 2019, France's LVMH reached a definitive agreement to acquire U.S. jewellery giant Tiffany & Co. in an all-cash deal valued at $16.2 billion.Live EventsLVMH OWNER BERNARD ARNAULT TAKES OVER CHRISTIAN DIOR In April 2017, French billionaire and LVMH owner Bernard Arnault consolidated his control over Christian Dior holding company via a 12-billion-euro transaction.Under a series of complex deals, LVMH bought ...

The deal marks an early move by Kering's new chief, Luca de Meo, to revive the French luxury giant's fortunes. ...

交易核心信息 - 欧莱雅集团与开云集团建立长期战略合作关系，涉及收购Creed品牌及获取多个奢侈品品牌美妆香氛授权[1] - 授权品牌包括Bottega Veneta和Balenciaga等，授权期限为50年[1] - Gucci品牌将在结束与科蒂集团的授权期后加入合作[1] - 协议总价值达40亿欧元，预计2026年上半年完成交易并以现金支付[1]

交易概述 - 欧莱雅集团以40亿欧元收购开云集团美容业务 [1] - 交易为现金支付方式，预计于2026年上半年完成 [1] - 开云集团美妆业务2024年全年营收为3.23亿欧元，主要来自Creed品牌 [1] 交易标的与授权 - 欧莱雅集团将获得Creed品牌所有权 [1] - 欧莱雅集团获得开云集团旗下Bottega Veneta、Balenciaga等多个奢侈品品牌50年的美容授权 [1] - Gucci品牌将在其与科蒂集团的现有授权期结束后再加入此次交易 [1]

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... ...