Kering SA

In the third quarter of this year, the shares of luxury giant Kering jumped by 53% - this is the largest quarterly growth of its quotations, <a href="https://www.bloomberg.com/news/articles/2025-10-02/kering-shares-notch-best-ever-quarter-as-de-meo-readies-overhaul">wrote</a> Bloomberg. On October 10, the securities updated the annual maximum - at the moment the price exceeded €322.

Operation Rescue: can the new team revitalize the Gucci owner's business

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

At the auction on October 7, quotations of the owner of Gucci updated the maximum for 15 months

Morgan Stanley has named its favorite in the European suite. It expects the stock to grow by 20%

Analysts are divided on the prospects for Gucci and its owner Kering

Shares of Gucci's owner posted the best growth in a quarter. Are they worth buying now?

Near-term quarterly results may show signs of stabilization in Kering's business, says UBS

Shares of the owner of Gucci have hit their highest in more than a year. What does the market expect?

Investors are closely watching the steps of the new CEO, who is expected to restart the luxury giant's business after a prolonged crisis

"The Bears are lowering their bets against the owner of Gucci. Is it worth buying his shares?

Apple Inc.

Oracle Corporation

Microsoft Corporation

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Kering has delayed a possible full buyout of Valentino until 2028-2029

Gucci owner's shares rise after Valentino deal postponed. Is it worth buying them?

French group Kering, which owns Gucci, Saint Laurent and Balenciaga, has postponed a full buyout of Valentino until at least 2028, changing the terms of its shareholder agreement with Qatari fund Mayhoola. The decision came amid Kering's high debt load and was the first major move by the company's new CEO Luca de Meo.

Gucci owner postpones full buyout of Italian fashion house Valentino

Tapestry, Inc.

Ralph Lauren Corporation

Shares of Tapestry, which owns Coach, and Ralph Lauren were more favorable to investors than LVMH and Gucci securities

American luxury has surpassed European luxury in terms of profitability. Will it be able to maintain its position?

Meta Platforms, Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


Hermes International Societe en commandite par actions

Birkin maker beats rivals thanks to customer loyalty, but analysts point to possible overheating


Hermès sales rise despite slump in luxury demand. Why did the stock fall after the report?

Weak demand for luxury goods is not Kering's only concern for investors