Stock Movers Kering Up, B&M Falls, Hensoldt Climbs
Oct 20, 2025
Kering makes waves with a €4 billion sale of its beauty division to L’Oreal, boosting its stocks by 5%. Meanwhile, B&M faces a nosedive of 20% after an unexpected profit warning and CFO resignation. In the defense sector, rising geopolitical tensions in Gaza lead to a rebound for major players like Hensoldt, showcasing resilience in troubling times. Join the hosts as they break down these market movements and their implications.
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Kering's Strategic Beauty Exit
- Kering sold its beauty division to L’Oreal for €4 billion as part of a long-term strategic partnership.
- The move signals new CEO Luca Di Meo’s focus on cutting debt and costs and has boosted Kering shares.
Creed Returns To L'Oreal
- L'Oreal will now own Creed, a perfume maker Kering acquired only a couple of years ago.
- The sale effectively reverses Kering's prior push into beauty and cosmetics under previous management.
Watch For Di Meo's Turnaround Moves
- Expect Luca Di Meo to unveil a broader strategic vision next spring after initial cost and debt cuts.
- Watch for further divestments or restructuring as part of his turnaround priorities.