法国开云集团7月28日公布2026年上半年财报，实现营收72.2亿欧元，同比增长1%1。其中第二季度营收36.52亿欧元，同比增长2%，这是该集团三年来首次实现单季度正增长1。作为集团旗舰品牌的古驰也显示出复苏迹象，第二季度营收14.1亿欧元，同比降幅从第一季度的8%收窄至2%1。
新任CEO卢卡·德·梅奥正在推行"重塑开云"战略，将中国市场重新定位为集团创新中心1。他表示，"中国从来不只是一个市场。它是驱动整个集团创新的策源地"1。该战略的核心目标包括中期将集团经常性营业利润率较2025年水平提升一倍以上，12个月内削减约10亿欧元库存，以及未来四年关闭约250家门店，其中2026年至少关闭100家1。目前集团直营门店总数为1635家，上半年净关店84家1。
在数字化转型方面，开云自主研发了一款移动端AI工具，可自动抓取多渠道数据并整合至手机终端1。德·梅奥将AI定位为赋能工具，用以推动奢侈品行业的技术创新与运营优化1。
French luxury conglomerate Kering reported first-half 2026 revenue of €72.2 billion on July 28, marking a 1% year-over-year increase, with the second quarter delivering the group's first positive quarterly growth in three years 1. Second-quarter sales reached €36.52 billion, up 2% compared to the prior year 1. The turnaround reflects new CEO Luca Delmeo's "Reimagine Kering" strategic initiative, which repositions China as an innovation hub for the entire group rather than merely a market 1.
Under the restructuring plan, Kering aims to more than double its operating margin rate within the medium term relative to 2025 levels, reduce inventory by approximately €10 billion within 12 months, and close around 250 stores over the next four years, with at least 100 closures planned for 2026 1. The group's Gucci brand showed improvement in the quarter, with revenue of €1.41 billion and a narrowed decline of 2% compared to an 8% drop in the first quarter 1. The total number of directly operated stores stood at 1,635, with a net closure of 84 stores during the first half 1.
Artificial intelligence plays a central role in Kering's transformation strategy. The company has developed a proprietary mobile AI tool capable of automatically extracting multi-channel data and integrating it into smartphone terminals 1. Delmeo emphasized this direction, stating: "China has never been just a market. It is the source driving innovation for our entire group" 1. The group views AI as an enabling tool to drive technological innovation and operational optimization across the luxury goods industry 1.
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