Podcasts about Kering

Lauren is joined by the famed Bernstein analyst to discuss the recent earnings reports of the major fashion groups, including LVMH, Kering, Chanel, Hermes, and Richemont. They discuss performance at Dior, the runaway success of Chanel, why China remains an issue for everyone, why people like to shop in stores that look like ships, and so much more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Rheinmetall, Kering, GSK, AstraZeneca... bajo la lupa de Alberto Roldán, profesor de finanzas de la Universodad Europea

Elisa Motterle"Oggi parliamo di buone maniere"Memoria Festival, Mirandolawww.memoriafestival.it05 Giugno 2026ore 21:30Oggi parliamo di buone maniereCon Elisa MotterleLungi dall'essere un set di regole antiquate buone solo per la Regina Elisabetta, il bon ton è uno strumento potente, in grado di arginare lo sgretolarsi dei delicati equilibri della vita in comune cui assistiamo in un'epoca come la nostra, incentrata sul concetto di libertà come valore assoluto. Elisa Motterle invita a ripartire dalle buone maniere per costruire rapporti più armoniosi e più autentici.Elisa Motterle, specializzata in business etiquette e galateo cross-culturale, è laureata in Storia dell'arte e ha cominciato la sua carriera come giornalista di moda e lifestyle per le testate del gruppo Condé Nast. Si è poi occupata per un decennio di comunicazione, marketing e client experience per aziende come Yoox- Net-a-Porter, Giorgio Armani, gruppo Kering. Fondatrice di Italian Etiquette Society, oggi si dedica a tempo pieno alla consulenza e alla formazione sui temi del lusso, delle buone maniere e dell'eleganza relazionale. È l'unica trainer italiana certificata dall'International Etiquette & Protocol Academy di Londra. Ha pubblicato Bon Ton Pop (2022), Bon Ton Pop a tavola (2023), Bon Ton Pop al lavoro (2024) e, per Einaudi, Il tao delle buone maniere (2026).Elisabetta Motterle"Il To delle buone maniere"Einaudi Editorewww.einaudi.itL'umanità ha compreso, fin dalle sue origini, che vivere insieme porta vantaggi a tutti, ma richiede reciprocità e simmetrie: la mia libertà termina dove comincia la tua. In un'epoca come la nostra in cui la libertà è diventata un valore assoluto e frainteso, assistiamo allo sgretolarsi dei delicati equilibri della vita in comune. Un argine per questa deriva però c'è: ripartire dalle buone maniere, che non coincidono piú con precetti polverosi e anacronistici, ma sono un distillato di sapere sociale a cui attingere per sintonizzare i nostri gesti al contesto e preservare l'armonia: un presidio di resistenza gentile. Con un tono brillante e contenuti sorprendenti, Elisa Motterle ricostruisce una mappa di concetti apparentemente opposti – ordine/caos, forma/sostanza, pubblico/privato, implicito/esplicito – per tracciare una «strada» mediana fra queste polarità e mostrarci come derivarne regole di buona convivenza, flessibili e armoniosamente complementari: non fredde convenzioni, quindi, ma l'integrazione di intelligenza emotiva e filosofia quotidiana.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.IL POSTO DELLE PAROLEascoltare fa pensarehttps://ilpostodelleparole.it/

In this episode we featured the Global Superstar Nikita Kering as she tells us what has been happening behind the scenes including where she has been. Enjoy!

Kering, Bayer, Stellantis, TotalEnergies... bajo la lupa de Antonio Aspas, socio de Buy & Hold Gestión de Activos

Change shapes us in unexpected ways. For this episode, Shannon Talbo joins OWA Talks to reflect on navigating change — whether it is leadership changes, consolidation, career evolution or even personal changes.About the guest:Shannon Talbo is the Vice President of Sales, Core Channel West at Kering Eyewear. With a career that began in event production at a young age, Shannon developed an early passion for bringing people together and creating meaningful experiences, a foundation that still shapes her leadership style today.Before joining Kering Eyewear, Shannon built her career with LINDBERG, a Danish eyewear brand known for its craftsmanship and innovation. Following Kering's acquisition of LINDBERG, she successfully navigated the transition into a global luxury organization, quickly advancing from Sales Representative to Sales Director, and now to Vice President of Sales for the West for all Kering Eyewear brands.Shannon is known for her ability to balance high performance with authentic leadership, leading teams through growth, change, and transformation. She is passionate about developing people, driving results, and creating alignment across brands and teams.Outside of work, Shannon is a mother of three daughters, a lifelong music lover, and someone who believes that the most meaningful growth often comes from stepping into the unknown.Like this episode? Please subscribe and share!iTunes | Spotify | Overcast | iHeartRadio | AmazonConnect with the OWA:Website | LinkedIn | Instagram | Facebook

The Met Gala is the Super Bowl of red carpets, the most photographed, dissected, and mythologized night in fashion. But most of what we think we know about it isn't quite right.I'm joined by Amy Odell, journalist and author of Anna: The Biography, for a conversation that pulls back the curtain on what really happens behind fashion's biggest night. From how Anna Wintour actually approves looks, to who makes it onto the invite list, to why tech money is suddenly funding the whole thing, Amy decodes it all.In this episode, we get into:The biggest misconceptions about the Met Gala (and what really happens behind the scenes)How Anna Wintour actually approves looks — and what she doesn't seeWho gets invited, who gets crossed off the list, and how the seating really worksWhy Met Gala tickets jumped to $100K this year and what tables actually costThe Bezos era: how tech money is reshaping fashion's biggest nightWhy brands like LVMH and Kering aren't buying tables the way they used toThe Devil Wears Prada Vogue cover and what it tells us about Vogue's futureThe real story of how Lauren Weisberger went from Anna's assistant to writing the bookWhy the Costume Institute has to raise its own funds (and Anna's role in changing that)Met Gala vs. Oscars: how fashion superseded Hollywood on the red carpetBehind-the-scenes rules: the no-phones policy, green rooms, and rider requestsThe Zendaya x Anna Sui matching look moment and how it slipped throughWhat to expect from "Costume Art" and the "Fashion Is Art" dress codeHow to actually watch the Met: Amy's go-to live stream and second-screen setupTimestamps:00:00 Intro: Why the Met Gala has so many misconceptions 01:00 The biggest myth — does Anna really approve every look? 01:58 Why the Met has superseded Vogue in cultural relevance 03:40 Met Gala vs. the Oscars and the rise of theme dressing 05:23 Inside the room: how the Met Gala became a networking event 06:40 How brands and Vogue decide who sits where 07:59 Anna's list: how the invite list actually gets made 08:31 Can you pay your way in? The Bezos era explained 10:00 OpenAI, Snap, and Meta: why tech is buying tables now 11:26 Taste, relevancy, and the Hiltons and Kardashians question 12:30 The Kim Kardashian Vogue cover backlash, then and now 13:30 The Devil Wears Prada Vogue cover and what it signals 14:54 The real story: how Lauren Weisberger wrote the book 17:30 How Anna handled the original movie in 2006 19:30 Met Monday speculation and Meryl Streep rumors 20:50 Why the Costume Institute has to fund itself 22:34 Why fashion is finally getting respect in the art world 23:40 New Costume Institute galleries — out of the basement 24:00 Why luxury brands aren't buying tables this year 25:30 The math: what $6M means to Bezos vs. an average household 27:50 Inside the room: nerves, dress codes, and bathroom breaks 28:42 Green rooms, rider requests, and Karl Lagerfeld's Diet Coke 30:30 The forgotten history of the Met Gala after-party 31:30 Why every celebrity now has their own after-party 32:15 How Andrew Bolton and Anna pick the theme 34:45 Theme vs. dress code: Costume Art and Fashion Is Art explained 35:13 Why brands and politics decide what celebrities wear 36:22 The Anna Sui x Zendaya twin moment, decoded 37:30 Predictions: naked dresses, theatrics, and what to expect 38:30 How Amy watches the Met: the live stream + X combo 39:00 OutroLet's Get DressedYouTube: https://www.youtube.com/@livvperezInstagram: https://www.instagram.com/letsgetdressedpod/Newsletter: https://substack.com/@livvperezLiv Perez Instagram: www.instagram.com/livvperezTikTok: www.tiktok.com/livv.perezShopMy: https://shopmy.us/livvperez Hosted on Acast. See acast.com/privacy for more information.

Csáky-Bogár Rita, a Budapesti Strauss Zenekar művészeti vezetője és koncertmestere, valamint Deák András karmester tiszteltek meg a stúdióban, akikkel a zenekar negyvenéves jubileumáról és a május 17-i Tavaszi Keringővarázs koncert apropóján beszélgetek. A Budapesti Strauss Zenekar története egyszerre családtörténet, művészi örökség és következetesen továbbvitt küldetés. Az együttest Bogár István alapította 1986-ban, a halála után pedig Rita és András vették át azt a feladatot, hogy ne egyszerűen őrizzék, hanem élő, szerethető, örömteli formában vigyék tovább mindazt, amit ő felépített. Ez a negyven év ezért jóval több egy szép jubileumnál. Benne van több száz koncert, hosszú turnék sora, franciaországi városok tucatjai, a közösen végigjárt út emlékezete, és az a biztos tudás is, hogy ezt a zenekart a mai napig különleges belső tartás mozgatja. Az esti beszélgetésben szó esik arról is, milyen ma magánalapon működtetni egy ilyen rangos együttest, hogyan lehet évről évre megőrizni a minőséget, és miként áll össze egy koncert műsora úgy, hogy a közönség valódi ünnepként élje meg az estét. Rita és András mesélnek a RAM-hoz fűződő szoros kapcsolatukról, a zenekari közösség erejéről, a próbák különleges hangulatáról, és arról az örömzenélésről, amelyet szerintük semmivel nem lehet pótolni. A május 17-i koncert különlegessége, hogy a negyvenéves zenekar ezúttal a Strauss család muzsikájára építi az estet, miközben Lehár és Offenbach világa is megjelenik a műsorban. Keringők, polkák, indulók és közönségkedvenc darabok követik egymást, mégis minden ilyen alkalom új és egyszeri, mert a jól ismert művek mögött mindig ott van az előadók személyes jelenléte, derűje és sok évtizednyi tapasztalata. Rita a dallamosságot emeli ki elsőként, András a derűt. Talán ez a két szó mond el a legtöbbet erről a műfajról. Ez a zene ugyanis felemel, közelebb visz egymáshoz, és olyan energiát ad, amelyet jó hazavinni egy koncert után. Pontosan ettől maradhat élő negyven év után is, és ettől tud ma is új közönséget találni magának. Szóba kerül Deák András friss törökbálinti díszpolgári címe is, amely mögött szakmai elismerésen túl ott van egy tágabb közösség szeretete és megbecsülése. Ez a fajta visszajelzés különösen sokat jelent annak a művésznek, aki hosszú idő óta nemcsak vezényel, hanem közösséget is épít, és akinek a munkája szorosan összeforrt a zenekar jelenével. A Sláger FM-en minden este 22 órakor a kultúráé a főszerep S. Miller András az egyik oldalon, a másikon pedig a térség kiemelkedő színházi kulturális, zenei szcena résztvevői Egy óra Budapest és Pest megye aktuális kult történeteivel. Sláger KULT – A természetes emberi hangok műsora

Kering's new CEO, Luca de Meo, laid out a sprawling plan to turn the company around. After several years of slow but notable sales declines, particularly at its crown jewel, Gucci, Kering needs a new strategy. On the Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglinska discuss what was wrong with Kering's previous strategy, what de Meo's new plan entails, and how likely it is to succeed.

“Le quattro parole più pericolose nel mondo degli investimenti sono:

Steve and Michael open earnings season for March-ending retailers with a tour of luxury's stumble. LVMH posted just 1% organic growth, with fashion and leather — including Louis Vuitton — remaining soft. Kering continues its turnaround "with more promise than proof" under new CEO Luca de Meo. Even Hermès saw growth slow and its stock fall. The common thread: the Middle East, where mall traffic has reportedly dropped 30–50% at locations like Mall of the Emirates. Albertsons' 0.7% comp reinforces the "unremarkable middle" thesis. Meanwhile, Amazon's Andy Jassy confirmed in his shareholder letter that Amazon has surpassed Kroger to become America's #2 grocer — a milestone that largely slipped past the headlines. March core retail sales came in hot at 7.05%, with apparel, health & beauty, and sporting goods posting low-double-digit gains — likely fueled by tax refunds and the ongoing GLP-1 wardrobe refresh. On tariffs, refunds appear to be coming. Even so, the Treasury is already signaling new tariffs to replace those ruled illegal. The centerpiece of the episode is Retail Rumble Part 2, recorded live on the ShopTalk Las Vegas stage. In Round 1, Steve faces off against Ken Pilot, Founder and CEO of Ken Pilot Ventures, on whether department stores can be resurrected. Ken argues format and geography still matter — pointing to thriving concepts in Dubai, Beijing's SKP, and El Corte Inglés — and jabs at Steve's alleged American-centric view. Steve fires back with the numbers: department stores' share of U.S. retail has collapsed from 10% to 1.8%, with poor momentum and store closings running rampant. Round 2 pits Lauren Livak Gilbert against Sarah Enge, on whether AI is a threat or opportunity for your job. Lauren leans into Goldman Sachs' 300-million-jobs figure and the hollowing out of analyst roles. Sarah counters that AI effectively returns a full workday to marketers and frees humans for storytelling and connection.  In the back half, Steve revisits Allbirds' bizarre reinvention as NewBird.ai — a GPU-as-a-service AI compute platform that sent the stock up 700% before it cratered. The duo also unpacks Starbucks' strategy under Brian Niccol, now being called the "couchification of Starbucks" — leaning into comfort and dwell time over throughput. On the radar: Steve flags global travel disruption tied to the Iran conflict, including warnings of a potential European jet fuel shortage within six weeks. Michael highlights New York State's new cash-acceptance law for retailers and softer-than-expected World Cup ticket sales. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Lauren is joined by Kelsey Keith—editorial director at MillerKnoll and author of Ground Condition—who has been attending Salone del Mobile, Milan's premier design fair, since 2011. They discuss how the week has changed over the past 10 years, fashion's Salone invasion, where to eat and shop vintage in Milan, if it's okay to wear a black blazer, whether Kering's brands are still desirable, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In questo 6° episodio di Inside Value, Roberto Russo e Filippo Pasini analizzano una settimana in cui è bastata una sola notizia per cambiare rapidamente il sentiment dei mercati: la riapertura dello Stretto di Hormuz. Da lì prende forma una riflessione più ampia su ciò che conta davvero quando la paura si attenua e gli investitori tornano a guardare ai fondamentali. La puntata ricostruisce il nuovo equilibrio dei mercati dopo settimane di tensione, mettendo in luce una forte rotazione settoriale e geografica: tornano in primo piano tecnologia, comunicazioni e consumi discrezionali, mentre Wall Street riprende la leadership e il rischio torna a essere premiato, ma in modo più selettivo. Al centro dell'episodio c'è poi un focus sul lusso europeo, un settore che per anni è sembrato intoccabile e che oggi entra invece in una fase più complessa, ma anche più interessante. Si parla anche di:ritorno dei mercati agli utili e ai fondamentali, dopo la fase di massima tensione;leadership rinnovata degli Stati Uniti e ripresa dei mercati emergenti favorita dal calo del dollaro;due principi chiave per l'investitore: evitare gli estremi e mantenere un orizzonte di lungo periodo;valutazioni più interessanti nel settore del lusso dopo gli eccessi degli anni passati;il piano di rilancio di Kering e la nuova centralità della disciplina operativa;il legame tra export coreano, semiconduttori ed evoluzione degli utili di Wall Street;l'idea che il mercato possa cambiare idea in fretta, mentre il valore richiede pazienza, lucidità e coerenza.Se volete approfondire i temi di questa puntata, trovate la newsletter di approfondimento sul sito www.ilvaloreconta.it, a cura di Roberto Russo e Filippo Pasini.Per maggiori informazioni: info@ilvaloreconta.it Questo podcast ha finalità esclusivamente informative e divulgative. Non costituisce consulenza finanziaria né raccomandazione di investimento.Le opinioni espresse riflettono il punto di vista degli autori. Buon ascolto.

In this week's episode of WSJ's Take On the Week, co-hosts Miriam Gottfried and Telis Demos take off with a conversation on airlines. Alaska, Southwest, United and American are all reporting this upcoming week. Telis and Miriam get into how these carriers are dealing with skyrocketing fuel prices. Plus, they explore why luxury giants like LVMH and Kering are cooling even as the S&P 500 clears the 7,000 mark. They also talk about the mounting political drama surrounding the nomination of Kevin Warsh to succeed Jerome Powell as chair of the Federal Reserve.  After the break, Miriam and Telis are joined by Wendy Edelberg, nonresident senior fellow at the Brookings Institution think tank to get into how an immigration crackdown may explain why the U.S. jobs numbers have been so volatile. Edelberg explains why traditional job growth numbers are no longer a reliable gauge of economic health and why a "breakeven" rate of zero jobs might actually signal a strong market under the current immigration policy shift, and how the U.S. labor market is becoming like Japan's. Finally, she offers some insight on why the Fed may need to rethink its calculus on interest rates as job growth potentially turns negative. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Spirit's Bankruptcy Exit in Flux as Jet Fuel Prices Surge  Delta's Ace in the Hole for Surging Jet Fuel Costs: Its Own Refinery  How Airline Passengers Are Being Hit by the Jet-Fuel Crunch  Facing Soaring Fuel Costs, Delta Tells Customers to Plan for Pricier Flights  Trump's Fed Chair Pick Kevin Warsh Is Caught in an Unprecedented Standoff  Wall Street Is Whiffing on Its Economic Forecasts  Breaking Down the Booming March Jobs Report For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Google is trying to make smart glasses a bit more stylish through a new partnership. This comes after Google Glass failed to catch on and was discontinued. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Deze week in de IEX Beleggerspodcast: beursrecords in oorlogstijd, AI-dystopie, ASML, Shell, Tesla, Uber, Basic-Fit, TomTom en een legendarische naam komt naar het Damrak. Kijken beleggers alweer voorbij de oorlog in het Midden-Oosten? Als je naar de koersen kijkt zou je het wel zeggen, want op Wall Street verschenen de laatste dagen week weer 'gewoon' nieuwe all time highs op de borden.Is dat terecht of lijden beleggrs aan ernstig struisvogelgedrag? Pieter Kort neemt de beursweek en de meest prangende beleggingskwesties en -dilemma's door met IEX-analist Hildo Laman en technisch analist Wouter Slot (Tostrams.nl en IEX).Verder in de IEX Beleggerspodcast:Anthropic's nieuwe model Mythos luidt een nieuwe, dystopische AI-fase inZijn er eigenlijk nog emerging markets?Technische analyse van de AEX-indexSector in last: Kering en andere luxe-aandelenDilemma van de week: Shell of een Clean Energy-ETF?Is ASML duur, of valt het nog wel mee?Welk koersdoel zien we voor ASML?De stille beursgang van ColtEen weekje jojo-en met Basic-fitTomTom: nemen oprichters Goddijn en Vigreux te vroeg afscheid?Tesla, Uber, en de hevige strijd om de robotaximarkt

Kering SA Chief Executive Officer Luca de Meo discusses the impact of the war in the Middle East on sales, the firm's partnership with ICCF, the Chinese owner of Icicle, and Demna's role as creative director of Gucci. Demna is "one of the greatest of his generation," de Meo says. "He has now in his hands one of the most beautiful brands in the sector, so I'm pretty optimistic that everything will work," he adds. De Meo speaks to Bloomberg's Caroline Connan in Florence, Italy.See omnystudio.com/listener for privacy information.

Repasamos los nombres propios de la sesión en el Viejo Continente de la mano de Xavier Brun, responsable de renta variable de Trea AM: Pernord Ricard, Easyjet, Kering, Tesco...

World finance ministers meeting in Washington have been voicing their anger and frustration at the US because of the financial strains being placed on the global economy caused by its military offensive in the Middle East. Rachel Reeves from the UK described the US-Israeli war with Iran as 'folly' while France's finance minister Roland Lescure called for renewed efforts to unblock the Strait of Hormuz. The calls come as Iran's military widens its threats on shipping the Gulf to include the Red Sea and the Gulf of Oman - if the US naval blockade of Iranian ports continues. The International Monetary Fund has been warning of the risk of a global recession at its Spring Conference in Washington DC. There was further evidence of these concerns today. Hermes is the latest fashion house, after LVMH and Gucci-owner Kering to say sales have been weaker than expected at the start of this year...with spending hit both in the Middle East, but also fewer tourists visiting Paris and buying handbags and designer clothes. And there has been continued unrest in parts of India over wages, as the increased costs of living caused by the crisis continue to hurt the economy. Also in the programme - are hedge fund managers cashing in on the uncertainty of whether firms will receive refunds on tariffs?And we discover why Google is clamping down on so-called ‘back button hijacking'...when sites mess with your browser so you can't leave.Presenter: Leanna Byrne Senior Producer: Craig Henderson

U.S. President Trump says peace talks with the Iranian regime could resume in Pakistan within days. Speaking to CNBC at the IMF spring meetings, Pakistani finance minister Muhammed Aurangzeb said he was optimistic for a diplomatic solution to the crisis. The IMF has slashed its global growth forecast outlining three scenarios – weaker, worse or severe. IMF chief economist Pierre-Olivier Gourinchas tells CNBC that even the best outcome would feature a ‘very significant downgrade'. Chip maker ASML hikes it FY sales guidance to €40bn on strong A.I. demand. Luxury giant Kering posts a narrow Q1 miss due to weaker Gucci sales and faltering demand in the Middle East. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hier zu unserem Live-Podcast mit Moritz Fürste, Christian Röhl und dem ganzen OAWS-Team anmelden: https://forms.gle/GdBnnDNLC7vtfbU18 Blackrock kriegt Geld. JPMorgan macht Geld. Citi auf Höchststand seit Finanzkrise. Oracle mit Strom von Bloom. J&J schafft was alle wollen. Novo Nordisk x OpenAI. Iran treibt Märkte. Tonies wächst. Heidelberger Druck will Drohnenabwehr. Kering schwächelt weiter. Übernahmewelle in der Fondsindustrie. 25 Mrd. $ Deals allein in Q1. ETFs drücken Gebühren, also kaufen die Großen kleinere Player. Ashmore (WKN: A0LB2S), Tikehau (A2DMZM), Lazard (WKN: A0DQP8) oder Man Group (WKN: A2PG8B) könnten Ziele sein. Amazon (WKN: 906866) kauft Globalstar (WKN: A0LBTE) für 12 Mrd. $ und baut Satellitennetz für Handys. Wenn jeder Anbieter werden kann, wird es eng für Platzhirsche. Ist T-Mobile US (WKN: A1T7LU) in Gefahr? Diesen Podcast vom 15.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ze hadden het zich bij ASML nog zó voorgenomen: we gaan niet meer vertellen hoeveel nieuwe orders er zouden binnenkomen. Maar dan maak je een klapper van een kwartaal en dan kan topman Fouquet het toch niet helemaal laten – ASML krijgt meer bestellingen dan het kan leveren. Het wordt een mooi jaar! Maar hoe zit het met de exportrestricties? En na een aanvankelijke opmars, donderde de koers - volgens traditie - alsnog in elkaar. Waarom toch weer?! En een opmerkelijke koerswijziging: Uber gooit het stuur finaal om. Waar het verdienmodel altijd bestond uit het financieel meeliften op andermans ritjes, gaan ze nu vol investeren in rototaxi’s. Van kapitaal-light naar kapitaal-intensief – is dat nou een slimme strategie? Verder: Gewerenmaker Colt CZ maakt zijn debuut op het Damrak Luxeproblemen, deel II: Hermès en Kering hebben last van het conflict in het Midden-Oosten Verzekeraar Aegon stoot de Britse tak af aan Standard Life Waarom Europese bedrijven beter niet een beursnotering aan Wall Street kunnen nastreven – als we de topman van Euronext Brussel moeten geloven… Te gast is Marc Langeveld van het Antaurus AI Tech Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Ce mercredi 15 avril, Antoine Larigaudrie a reçu Valentin Nicaud, membre de la cellule infos d'expert de Bourse Direct, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Next round of talks between US and Iran could take place this week or early next week, according to the Iranian embassy official in Pakistan.US VP Vance said we made some progress in Iran talks, and he wouldn't say things went wrong, while he added Iranians moved in our direction in talks, but not far enough.A US official said there is “continued engagement” with Iran and forward motion on trying to get to an agreement, while a senior US official also said talks between the US and Iran are continuing even now and there is progress in trying to reach an agreement, according to Axios.Energy eases amid continued reports of further US-Iran talks.Global equities gain on positive risk tone; US banks ahead.DXY soften, Kiwi continues to outperform while JPY helped modestly by reports BoJ is to increase price forecast.Fixed benchmarks gain, heavy speaker slate ahead. Looking ahead, highlights include US NFIB Business Optimism Index (Mar), ADP Weekly Change, PPI (Mar), South Korean Export/Import Prices (Mar), IMF World Economic Outlook Press Briefing (Apr). Speakers include BoE's Bailey & Greene, ECB's Lane, Cipollone & Lagarde, RBNZ's Breman, Fed's Goolsbee, Barr, Paulson, Collins & Barkin, Earnings from JPMorgan Chase, BlackRock, Citi, J&J, Wells Fargo & Kering.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The US is reportedly eyeing a potential second round of in-person talks with Iran as the blockade takes hold, according to CNN.AP reported that the US and Iran could be headed toward a second round of talks, which could happen on Thursday.US VP Vance said we made some progress in Iran talks, and he wouldn't say things went wrong, while he added Iranians moved in our direction in talks, but not far enough.A US official said there is “continued engagement” with Iran and forward motion on trying to get to an agreement, while a senior US official also said talks between the US and Iran are continuing even now and there is progress in trying to reach an agreement, according to Axios.An IRGC spokesperson said that if the war continues, they will unveil capabilities that the enemy has no idea about, according to SNN.APAC stocks traded higher as risk sentiment was underpinned by hopes regarding US-Iran peace talks; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4%.Looking ahead, highlights include Swedish CPIF Final (Mar), German Wholesale Prices (Mar), Spanish HICP Final (Mar), US NFIB Business Optimism Index (Mar), ADP Weekly Change, PPI (Mar), South Korean Export/Import Prices (Mar), IEA OMR (Apr), IMF World Economic Outlook Press Briefing (Apr). Speakers include BoE's Mann, Bailey & Greene, ECB's Lane, Cipollone & Lagarde, RBNZ's Breman, Fed's Goolsbee, Barr, Paulson, Collins & Barkin, Supply from the Netherlands & Germany. Earnings from JPMorgan Chase, BlackRock, Citi, J&J, Wells Fargo, BMW & Kering.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Why Did a Broke Football Club Owned by Gucci's Family Invest Millions in Water Reuse? Stade Rennais, the French football club owned by the Pinault family behind Kering (Gucci, Balenciaga, Bottega Veneta...), buried a €1.5 million closed-loop water system under its renovated La Piverdière training complex in February 2025. This investment, during French football's worst financial crisis, reveals a widening gap between what water costs and what water is truly worth - using water reuse as its vehicle.

Rassegna stampa economico-finanziaria del 3 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate coinvolte: Il Sole 24 Ore / la Repubblica / Corriere della Sera * Bruciati 314 miliardi di euro di capitalizzazione nelle sole Borse europee a causa dell'escalation tra USA, Israele e Iran. * Piazza Affari ha registrato una flessione del 1,97%, perdendo circa 17 miliardi di euro. Le Borse più colpite sono state Francoforte (-2,66%) e Parigi (-2,17%). * Bitcoin in controtendenza: balzo del 6%, tornando a ridosso della soglia dei 70.000 $ (68.999 $ in chiusura). * Settore Lusso in crisi: Forti cali per LVMH (-4,34%), Kering (-5%) e i titoli italiani come Brunello Cucinelli (-4,57%) e Ferrari (-4%), a causa dei timori per i consumi nell'area del Golfo. * BTP Valore: Partenza positiva per la nuova emissione con una raccolta iniziale di 6 miliardi di euro.Banche e CreditoTestate coinvolte: la Repubblica / Milano Finanza * Settore bancario sotto pressione: I titoli del credito sono stati tra i più penalizzati nelle sedute europee a causa dell'incertezza geopolitica. * Mediobanca: Pubblicato un report sulle università telematiche, evidenziandone la redditività come nuovo "business" accademico. * Enel: Ipotesi di un allargamento del Consiglio di Amministrazione in vista delle prossime scadenze societarie.Industria e AutomotiveTestate coinvolte: Il Sole 24 Ore / Il Messaggero / la Repubblica * Export a rischio: In gioco 20 miliardi di euro di esportazioni italiane verso i Paesi del Golfo e ulteriori 0,5 miliardi verso l'Iran. * Settore Difesa in crescita: Leonardo (+2,5%) e Fincantieri (+0,5%) resistono al ribasso generale grazie ai nuovi scenari bellici e a un contratto di Leonardo nel Regno Unito da 1,3 miliardi di euro (23 elicotteri AW149). * Crisi trasporti: Oltre 5.000 voli cancellati globalmente; titoli come Air France-KLM (-9,4%) e Finnair (-11%) hanno subito crolli verticali per il blocco degli hub del Golfo.Fisco, Normativa e PoliticaTestate coinvolte: Corriere della Sera / la Repubblica / Il Messaggero / Il Sole 24 Ore * Deficit/PIL 2025 al 3,1%: Superata la soglia del 3% prevista dal governo, ritardando l'uscita dell'Italia dalla procedura d'infrazione UE. * Pressione fiscale record: Ha raggiunto il 43,1%, il livello più alto dal 2014. * PIL 2025: Crescita reale ferma allo 0,5%, in ribasso rispetto alla stima precedente dello 0,7%. * Referendum Giustizia: Scontro tra Meloni (che sostiene il "Sì" per la separazione delle carriere) e Schlein (che vede nella riforma un indebolimento dei magistrati). * Superbonus: Indicato dal ministro Giorgetti come causa dello sforamento del deficit per un valore di circa 81,5 miliardi di euro di detrazioni maturate a fine 2025.Energia e GeopoliticaTestate coinvolte: Corriere della Sera / la Repubblica / Il Sole 24 Ore * Prezzo del gas in volo: Schizzato del 35-40% sulla borsa di Amsterdam, raggiungendo i 44-48,85 €/MWh dopo la sospensione della produzione in Qatar. * Petrolio (Brent): Prezzi saliti dell'8% fino a 80 $ al barile, con stime che ipotizzano un picco a 150 $ in caso di conflitto prolungato. * Stretto di Hormuz: I Pasdaran hanno dichiarato chiuso lo stretto, da cui transita il 20% del petrolio mondiale e il 20% del GNL. * Guerra in Iran: Gli USA dichiarano di aver colpito 1.250 siti, mentre Israele ne rivendica 600. Il presidente Trump ipotizza un intervento di 4-5 settimane. * Ucraina: Zelensky dichiara che non cederà mai il Donbass (5.800 kmq oggetto di trattativa), nonostante le perdite russe siano stimate in 35.000 uomini al mese.Lavoro e FormazioneTestate coinvolte: la Repubblica / La Stampa * Inattivi in aumento: Registrato un incremento tra i giovani (15-49 anni), a fronte di una tenuta dell'occupazione solo nelle fasce over 50. * Proteste sindacali: CGIL, CISL e UIL chiedono il superamento della "logica dei bonus" e aiuti strutturali per le imprese manifatturiere contro il caro energia. * Mobilitazione: Indetta dalla CGIL per il 7 marzo a tutela dei diritti dei rider e dell'autonomia dei magistrati.Executive Takeaway (Insight per C-suite) * Rischio Stagflazione: Il combinato disposto di PIL asfittico (0,5%) e rincari energetici (Gas +35%) pone le imprese europee di fronte a uno shock d'offerta che potrebbe frenare consumi e investimenti nel Q2 2026. * Vulnerabilità Finanza Pubblica: Lo sforamento del deficit (3,1%) e la pressione fiscale record (43,1%) riducono i margini di manovra del governo per nuovi incentivi industriali o tagli fiscali alle imprese. * Shift Logistico e Supply Chain: Il blocco di Hormuz impone la rotta del Capo di Buona Speranza, con sovrapprezzi dei noli stimati tra il 30% e il 35% e raddoppio dei costi per il trasporto cargo. * Settore Difesa come Safe Haven: In un mercato azionario che brucia oltre 300 miliardi, i titoli della difesa (Leonardo, Fincantieri) si confermano gli unici asset industriali in grado di generare valore in questo scenario geopolitico. * Emergenza Energetica: La dipendenza dal GNL del Qatar e i bassi livelli degli stoccaggi europei (sotto il 30%) richiedono una revisione immediata dei piani di approvvigionamento aziendali per prevenire nuovi rincari strutturali in estate

Lauren is joined by Bernstein luxury analyst Luca Solca to decode the latest earnings gauntlet across luxury—from LVMH and Kering to Richemont and Hermès, and beyond—and what the numbers reveal about the industry's true health. They also weigh into the future of LVMH's wine and spirits division, the reawakening Chinese middle class, the forthcoming Capital Markets Day, and much more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The hosts take open a sweeping look at the week's most consequential retail developments before heading live to the Narvar Podcast Studio at the NRF Big Show for a deep dive into AI, agentic commerce, and the evolving post-purchase customer journey.The news segment explores Saks Global's decision to close nine full-line stores, underscoring ongoing consolidation in the luxury industry and challenges in multi-line retail. The hosts examine luxury's continued bifurcation, with Kering struggling while Hermès thrives, reinforcing that luxe positioning alone isn't enough — execution matters.In specialty retail, the “collapse of the unremarkable middle” continues as Toys “R” Us Canada, Francesca's, and Eddie Bauer face significant retrenchment if not extinction, while Tractor Supply and Aritzia aggressively expand. Kroger appoints its first external CEO, Greg Boren, signaling operational rigor ahead, while Costco once again posts remarkable sales growth  Meanwhile, Target begins meaningful leadership restructuring — a foundational step in what is likely a multi-year turnaround. On the radar: AI-powered retail crime prevention at Bunnings and the imminent opening of the Gordie Howe International Bridge, a major infrastructure development for North American trade.The featured interview brings Henry Spear, SVP Digital North America, JD Sports, and David Morin, VP Customer Strategy for Narvar, to the mic for a timely discussion on agentic commerce and how leveraging product returns can create competitive differentiation. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

In this episode, we dive into the growing wave of consolidation—and potential deconsolidation—sweeping through the watch industry, from confirmed brand sales to mounting rumors around major maisons. Rather than speculate, we focus on what actually happens after a brand leaves a luxury group, and why leadership, distribution, and product strategy matter far more than deal headlines. First, we unpack a cautionary case study: Ebel's spin-off from LVMH to Movado. Despite meaningful product upgrades and stronger positioning under LVMH, Ebel ultimately lost momentum when placed into a retail and marketing ecosystem that couldn't sustain its upmarket ambitions—showing how misaligned infrastructure can quietly dilute even historic brands. We then contrast that with Girard-Perregaux and Ulysse Nardin's management buyout from Kering, where focused leadership and renewed investment in watchmaking are already driving creative and commercial resurgence. Together, these case studies reveal a simple truth: spin-offs don't succeed or fail because of ownership alone—they succeed or fail based on vision, execution, and whether the new stewards truly understand how to build great watch brands. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology, Openwork goes inside the watch industry. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Plus: President Trump threatens to block the opening of a bridge between Windsor and Detroit paid for by Canada. And Gucci parent company Kering plans a return to growth in 2026. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street rebounded during Monday's session with strong performances from tech giants Oracle, Broadcomm and Nvidia. Asian equities have followed suit but Europe is set to open flat. Embattled UK Prime Minister Sir Keir Starmer has vowed to Labour MPs that he will fight on as pressure mounts on him to step down over his appointment of Peter Mandelson as U.S. ambassador. In luxury news, sales of Gucci plunge 10 per cent in Q4. It's the tenth consecutive quarter of falling revenue for parent company Kering which misses FY forecasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ze moesten er vijf jaar op wachten, maar dan heb je ook wat. Philips maakte vorig jaar een winst van bijna 900 miljoen euro. De reden achter die winst is wel een opvallende. Het zijn niet de medische apparaten die Philips aan die winst helpen, maar vooral tandenborstels en scheerapparaten. Verkocht in het vierde kwartaal.Deze aflevering hebben we het over de verrassing van Philips. Hoe Sinterklaas en de Kerstman het bedrijf hielpen. En over het positivisme van de topman. Hij denkt namelijk dat de winstmarge dit jaar verder stijgt. Is Philips er weer bovenop? We onderzoeken het deze uitzending.Hebben we het ook over BP. Dat pauzeert de inkoop van eigen aandelen. Tot grote teleurstelling van aandeelhouders. Concurrent Total Energies ging ze al voor. Wie dan weer niet ingrijpt bij het uitdelen van cadeautjes is Shell. Zorgt dat ervoor dat Shell nu hét Europese olie- en gasaandeel is dat je moet hebben?Hoor je verder over de kwartaalcijfers van Spotify (erg goed!) en Coca-Cola. En vertellen we je waarom Alphabet ineens wel heel erg makkelijk geld kan lenen bij investeerders. Ze wilden 20 miljard, maar konden wel meer dan 100 miljard dollar ophalen...Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

En el Radar Empresarial hemos examinado los resultados financieros de Kering, que en 2025 registró una facturación un 13% inferior a la del año anterior, quedando por debajo de los 15.000 millones de euros. Las ventas también mostraron un retroceso importante, situándose por debajo de los 6.000 millones frente a los más de 7.000 millones alcanzados en 2024. Esta combinación de menores ingresos y ventas se tradujo en un beneficio neto atribuido de apenas 72 millones de euros, muy por debajo de los más de 1.000 millones logrados un año antes, lo que implica una caída cercana al 94%. No obstante, el desempeño bursátil de la compañía ha sido relativamente positivo dentro de Europa, especialmente porque el descenso de las ventas en el cuarto trimestre fue del 10%, por debajo del 12% que los analistas habían previsto. El rendimiento de Kering se ha visto afectado en casi todas sus regiones, con un impacto particularmente significativo en Asia-Pacífico y Japón. La consultora Yano Research Institute anticipaba una caída del 6,7% en el mercado japonés en 2025 respecto a 2024, en gran medida debido a la menor compra de productos de lujo por parte de consumidores chinos, que redujeron sus adquisiciones en Japón en un 30% durante el año. Además, las compras de lujo en China también disminuyeron entre un 3 y un 5% según Bain & Company. La combinación de la debilidad de la confianza del consumidor y la depreciación de las divisas, que afectó al turismo, contribuyó a frenar el sector. A pesar de estos números negativos, se observan indicios alentadores para la recuperación del grupo francés y la gestión de su CEO, Luca De Meo. El flujo de caja libre operativo ascendió a más de 4.000 millones de euros, frente a los poco más de 1.000 millones de 2024. La deuda neta también ha mostrado una reducción significativa, cayendo un 24% hasta situarse en 8.039 millones de euros, cuando el año anterior superaba los 10.000 millones. Estos avances financieros reflejan la capacidad de Kering para fortalecer su posición a pesar del entorno complicado. Gucci, una de las marcas más importantes del grupo, sigue representando un desafío. Sus ventas no superaron los 6.000 millones de euros, un descenso del 22% respecto a 2024. Desde que asumió la dirección de Kering en septiembre de 2025, Luca De Meo ha señalado su intención de disminuir la dependencia del grupo de Gucci y optimizar la red de tiendas a nivel mundial, buscando revitalizar la marca y mejorar la eficiencia global del conglomerado.

En Capital Intereconomía, el radar empresarial puso el foco en Anthropic, analizando su impacto en el sector tecnológico y su influencia en los mercados de inteligencia artificial. En el espacio Empresas Cotizadas, entrevistamos a Arvin Abarca, CEO de GrandVoyage, que hizo balance de sus primeros meses como compañía cotizada tras su debut en BME Scaleup. Durante la conversación, explicó las razones que llevaron a la empresa a salir a bolsa, la evolución de su negocio, sus principales líneas de actividad y las áreas que están impulsando el crecimiento. Además, detalló en qué proyectos están centrando sus inversiones, las palancas de expansión a medio plazo y los objetivos de su plan estratégico. Abarca también destacó la importancia de la relación con los accionistas y el compromiso con la transparencia en esta nueva etapa como empresa cotizada. En el Radar empresarial de Capital Intereconomía ponemos el foco en Kering, que, pese a registrar un desplome del 94% en su beneficio en 2025, sorprende al mercado con fuertes subidas en bolsa, reflejando cómo las expectativas y el posicionamiento futuro pesan más que los resultados pasados. Analizamos a fondo el mercado de metales preciosos con Javier López, CEO de SilverGold Patrimonio, tras el fuerte correctivo sufrido por el oro y la plata a finales de enero. López aborda si los metales estaban sobrevalorados, qué factores están frenando su recuperación pese al entorno de incertidumbre, si se mantienen intactos los fundamentos estructurales como activos refugio y si siguen vigentes los objetivos de largo plazo —plata en torno a los 125 dólares y oro cerca de los 6.000—. Además, ofrece claves sobre cómo debe reaccionar el inversor ante caídas de su patrimonio en metales y analiza las diferencias entre la cotización de derivados y el metal físico. En el Foro de la Inversión, conversamos con Domingo Torres, director de Lazard en España, sobre la evolución del negocio de la gestora en el mercado español y las principales ideas de inversión de Lazard AM para 2026, en un contexto marcado por la volatilidad y la búsqueda de valor a largo plazo. Cerramos el programa con el consultorio de fondos, de la mano de Borja Nieto, cofundador de MiCappital, resolviendo dudas de los oyentes sobre fondos de inversión, posicionamiento de carteras y estrategias adaptadas al escenario actual.

Since the start of this century, businesses have confronted a series of extreme and constant disruptions, including technological upheavals, a pandemic, and a global financial crisis. As a result, today's leaders, from startup founders to the managers of global giants, face unprecedented pressures from their bosses, investors, customers, peers, suppliers, and employees. For many, it's a recipe for disaster.Part of the problem is that these challenges, while acutely felt, are rarely articulated in a way that makes them graspable and actionable. Robert E. Siegel has witnessed the impact of these cross-pressures from different perspectives. As a lecturer in management at Stanford's Graduate School of Business, an operator, a venture capitalist, and a consultant, he sees countless teams of managers, at all sorts of companies, struggling to lead their companies into the future.Featuring exclusive lessons drawn from inside the business world, including from the CEOs of Accenture, Mubadala, Kering, Wells Fargo, and Box, The Systems Leader: Mastering the Cross-Pressures That Make or Break Today's Companies (Random House, 2025) is the essential guidebook that teaches readers “systems leadership,” Siegel's holistic framework that helps leaders understand and master five key dimensions where they are likely to feel contradictory pressures:• Priorities: The need to succeed at both execution and innovation• People: The need to project both strength and empathy• Sphere of influence: The need to focus both internally and externally• Geography: The need to think both locally and globally• Purpose: The need to pursue both ambition and statesmanship Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Ecoutez L'angle éco de François Lenglet du 30 janvier 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Ecoutez L'angle éco de François Lenglet du 30 janvier 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Grönland-Dämper für den Dax, Elon Musks Sandkastenstreit um RyanAir und Glyphosat-Euphorie bei Bayer. Außerdem geht es um Deutsche Bank, Ryanair, Lufthansa, Rheinmetall, Renk, Thales, Dassault Aviation, BMW, Mercedes, VW, Hermes, Kering, Adidas, Douglas, Bayer, Under Armour, Bath & Body Works, Campbell's, Kraft Heinz, CarMax, AmeriCold, Healthpeak Properties, Comcast, Mondelez und Broadridge Financial Solutions. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

On the Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglinska break down some of the biggest fashion news of the week. This week, we're talking about the bankruptcy filing of Saks Global, something that many had predicted would happen over the last few weeks as the company's debt load continued to grow. Saks reportedly owes hundreds of millions of dollars to its various vendors, including bigger brands like Chanel and Kering. The bankruptcy also drew the ire of Amazon, which had invested hundreds of millions into Saks' acquisition of Neiman Marcus two years ago, the value of which Amazon now says is worthless. We discussed the ripple effects that Saks's bankruptcy will have on the company, on the brands that work with it and on luxury shopping, in general.