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Luca Giuseppe Solca

Managing Director and Sector Head of Global Luxury Goods at Sanford C. Bernstein & Co., LLC

Luca Giuseppe Solca is a Managing Director and Sector Head of Global Luxury Goods at Sanford C. Bernstein & Co., LLC, specializing in equity research across major luxury companies including LVMH, Kering, Richemont, Burberry, Swatch, Prada, and Tiffany & Co. Highly ranked in surveys like Institutional Investor and Extel, he has a TipRanks success rate of nearly 59% across 21 stocks, with standout calls such as a 148.5% return on Prada between 2020 and 2021. Solca joined Bernstein after serving as Executive Vice Chairman at a Milan-listed luxury group and as a partner at The Boston Consulting Group, and he previously held senior analyst roles covering luxury and retail sectors for more than six years. He is credentialed with an MBA from Bocconi University, a degree in Applied Psychology from the University of Padua, and is a recognized industry thought leader.

Luca Giuseppe Solca's questions to Kering (PPRUY) leadership

Question · Q3 2021

Luca Solca of Bernstein questioned Gucci's strategy, asking if it was time for new creative ideas to address traffic issues. He also inquired if Balenciaga's revenue now rivals Bottega Veneta's and asked for an update on the hard luxury division, including rumors about selling the watch brands.

Answer

CFO Jean-Marc Duplaix explained that Gucci's strategy is evolving to be more exclusive and timeless, and that creative director Alessandro Michele's team is being reinforced. He confirmed Balenciaga's revenue is now in a similar range to Bottega Veneta's. Regarding hard luxury, Duplaix expressed great satisfaction with the progress of jewelry brands Boucheron, Pomellato, and Qeelin, stating there is 'no intention at all to dispose these assets' and declined to comment on rumors about the watch brands.

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