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].
