Guerra described Prada’s performance as “resilient, with a twist,” reporting a negative sign in the second part of the second quarter and a “slow, continuous and steady improvement” in the initial part of the third quarter, “not helped by traffic. I would say that traffic is normalizing, leveling off, but we are really reaping benefits from all the work done on retail activities, brands, products, together with our people in the stores across the world.”By brand, at constant exchange rates, Prada ’s retail ...

Prada (SEHK:01913) Q3 2025 Earnings Call October 23, 2025 08:30 AM ET Speaker0Day, and thank you for standing by. Welcome to the Prada Group Nine Months twenty twenty five Revenue Update Presentation. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be aware that we'll take and answer one question at a time before moving to the next question.And please also note that today's conference is being recorded. I would n ...

Kering ( OTCPK:PPRUF ) ( OTCPK:PPRUY ) shares are up over 8% after announcing better-than-expected results for the third quarter. The stock is now up 46% year-to-date, and has more than doubled since the April lows.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a co ...

公司财务表现 - 该时装公司收入按汇率变动调整后，较去年同期增长9% [1] 行业需求前景 - 市场对奢侈品需求回升的乐观情绪日益增长 [1]

集团整体业绩 - 第三季度总营收为34亿欧元（约合39.4亿美元），按报告基础计算下降10%，按可比基础计算下降5% [1] - 2025年前九个月总营收为110亿欧元，按报告基础计算下降14%，按可比基础计算下降12% [1] - 直接运营零售网络销售额按可比基础下降6%，批发及其他收入下降2% [1] 核心品牌古驰业绩 - 第三季度营收为13亿欧元，按报告基础计算下降18%，按可比基础计算下降14% [2] - 直营店销售额下降13%，批发收入下降25% [2] - 业绩较上一季度有明显改善，主要得益于北美和西欧市场表现增强，特别是皮具品类 [2] 圣罗兰品牌业绩 - 第三季度营收为6.2亿欧元，按报告基础计算下降7%，按可比基础计算下降4% [2] - 零售销售额下降2%，其中北美市场恢复增长，西欧市场仅小幅下滑 [3] - 批发收入下降16%，与品牌持续进行的分销渠道精简策略一致 [3] 葆蝶家及其他品牌业绩 - 葆蝶家第三季度营收为3.93亿欧元，按报告基础下降1%，但按可比基础增长3% [3] - 葆蝶家零售销售额增长5%，由北美市场两位数增长引领，成衣和鞋履表现最佳 [3] - 其他品牌部门营收为6.52亿欧元，按报告基础下降5%，但按可比基础增长1% [4] - 巴黎世家各产品类别表现均有所改善，麦昆因女装成衣销售增长而跌幅收窄，宝利尼在西欧、北美和日本实现增长 [4] 眼镜、美妆及新兴业务 - 开云眼镜及公司业务营收总计4.48亿欧元，按报告基础增长2%，按可比基础增长6% [5] - 开云眼镜营收当季增长7%，所有主要区域和品牌（如Maui Jim和Lindberg）均实现增长，并与华伦天奴达成合作 [5] - 开云美妆按可比基础营收增长3%，由巴黎世家首款香水系列和Creed的Oud Zarian香水推动 [6] 管理层评论 - 公司首席执行官指出第三季度业绩显示出清晰的环比改善，但仍远低于市场水平 [6]

Shares in Gucci-owner Kering surged on Thursday after the French luxury group reported better-than-expected sales at its flagship brand, lifting optimism that a long-awaited turnaround may be taking h... ...

Oct 23, 2025 6:02 AM Eastern Daylight Time Ermenegildo Zegna Group Revenues Reach €1.33B in the First Nine Months of 2025; Acceleration in Q3 Driven by Robust DTC Growth Across All Brands Share MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the "Company†and, together with its consolidated subsidiaries, the "Ermenegildo Zegna Group†or the "Group†) today announced unaudited revenues of €1,325.9 million for the first nine months of 2025, -2.3% YoY from €1,357.4 million in the first nine months of ...

公司业绩表现 - 开云集团第三季度销售额为34.2亿欧元，按可比基础计算同比下降5%，但较第二季度15%的降幅显著收窄 [2] - 第三季度集团盈利超出市场预期，推动公司股价在业绩公布后大幅上涨超过9% [1] - 集团销售额超出市场预期的33.1亿欧元，旗舰品牌古驰销售额为13.4亿欧元，亦高于市场预期的13.2亿欧元 [4] 品牌销售动态 - 核心品牌古驰第三季度可比销售额同比下降14%至13.4亿欧元，但其降幅较第二季度25%的暴跌有明显改善 [3][4] - 集团旗下一些规模较小的品牌业绩有所改善，部分缓冲了古驰销售下滑对集团整体业绩的冲击 [3] - 古驰的销售收入通常占开云集团总收入的近一半 [4] 管理层评论与展望 - 公司首席执行官表示第三季度业绩显示出明确的连续改善，但表现仍远低于市场水平 [5] - 管理层决心从业务各个维度着手，使品牌和集团重回应有的领先地位，并正不懈努力推动业绩扭转 [5] - 汇率波动对集团销售构成显著阻力，第三季度销售额下降中包含5个百分点的负面汇率影响 [5]

公司业绩 - 公司第三季度收入同比下降10% [1] - 公司总部位于巴黎 [1] 公司管理 - 公司当前由Luca de Meo领导 [1] - 公司正处于建立发展势头的阶段 [1]

Updated 5:36 p.m. ET Oct. 22 PARIS — As it prepares for new chief executive officer Luca de Meo to detail his turnaround plan next spring, Kering will continue to cut costs and curb debt, with plans to ramp up store closures, refinance real estate and dispose of noncore assets. De Meo pledged to double down on his efforts after the ailing French luxury group on Wednesday reported a 10 percent drop in revenues in the third quarter. Still, a better-than-expected performance at the company’s star brand Gucci ...