PAR\u0130S \u2013 Bernard Arnault Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n h\u0131zl\u0131 bir \u00e7\u00f6z\u00fcm bulunmad\u0131\u011f\u0131 takdirde bu y\u0131l d\u00fcnya ekonomisi i\u00e7in bir \u201cfelaket\u201d anlam\u0131na gelebilece\u011fi konusunda uyard\u0131.<\/p>\n
LVMH Mo\u00ebt Hennessy Louis Vuitton’un Paris’teki y\u0131ll\u0131k genel kurul toplant\u0131s\u0131nda konu\u015fan Frans\u0131z l\u00fcks grubunun ba\u015fkan\u0131 ve icra kurulu ba\u015fkan\u0131, Amerika Birle\u015fik Devletleri ile \u0130ran aras\u0131ndaki bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin belirsiz sonucu nedeniyle k\u0131sa vadeli tahminler yapman\u0131n imkans\u0131z oldu\u011funu belirtti.<\/p>\n
Ancak orta vadeli b\u00fcy\u00fcme konusunda iyimser oldu\u011funu ifade eden Arnault, halefiyetine ili\u015fkin spek\u00fclasyonlar\u0131 reddederek grubun ba\u015f\u0131nda en az \u201cyedi veya sekiz y\u0131l\u201d daha kalmay\u0131 bekledi\u011fini s\u00f6yledi.<\/p>\n
Arnault, meclise hitaben, \u201cK\u0131sa vadede, d\u00fcnyan\u0131n \u015fu anda Orta Do\u011fu’da olduk\u00e7a ciddi bir kriz i\u00e7inde oldu\u011fu dikkatinizden ka\u00e7mam\u0131\u015ft\u0131r,\u201d dedi.<\/p>\n
\u201cHer \u015fey bu krizin nas\u0131l geli\u015fece\u011fine ba\u011fl\u0131. Ya son derece ciddi ve olduk\u00e7a olumsuz ekonomik etkileri olan k\u00fcresel bir felaket olacak, tabiri caizse, ve e\u011fer durum buysa, 2026’n\u0131n nas\u0131l geli\u015fece\u011fini kim s\u00f6yleyebilir?\u201d diye sordu.<\/p>\n
\u201cYa da hepimizin umdu\u011fu gibi, daha h\u0131zl\u0131 bir \u015fekilde \u00e7\u00f6z\u00fclecek \u2013 ki bu kolay g\u00f6r\u00fcnmese de. Ve bu durumda, i\u015fler yava\u015f yava\u015f normale d\u00f6necek. Her hal\u00fckarda, olduk\u00e7a \u00f6ng\u00f6r\u00fclemez. E\u011fer ikinci senaryo do\u011frulan\u0131rsa, \u00e7e\u015fitli faaliyetlerimizde b\u00fcy\u00fcmenin yeniden ba\u015flayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Aksi takdirde, bir krizle kar\u015f\u0131 kar\u015f\u0131ya kalaca\u011f\u0131z. Bu ilk olmayacak ve 2025’te yapt\u0131\u011f\u0131m\u0131z gibi pazar pay\u0131m\u0131z\u0131 art\u0131rmaya devam etme \u015fans\u0131m\u0131z var,\u201d diye ekledi.<\/p>\n
LVMH, ilk \u00e7eyrek gelirlerinin raporlanan bazda y\u00fczde 5,9 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve organik bazda y\u00fczde 1 artt\u0131\u011f\u0131n\u0131 bildirdi. Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131, i\u015flerinin yakla\u015f\u0131k y\u00fczde 6’s\u0131n\u0131 olu\u015fturan bu l\u00fcks d\u00fc\u015fk\u00fcn\u00fc b\u00f6lgede \u201cy\u0131l\u0131n olumlu ba\u015flang\u0131c\u0131n\u0131\u201d alt\u00fcst etti. Sava\u015f\u0131n grup organik b\u00fcy\u00fcmesi \u00fczerinde y\u00fczde 1’lik olumsuz bir etkisi oldu.<\/p>\n
K\u0131sa vadeli dalgalanmalarla kar\u015f\u0131 kar\u015f\u0131ya kalan l\u00fcks devi, ileriye bakmay\u0131 tercih etti\u011fini vurgulayarak, aile \u015firketi olarak LVMH’nin her zaman \u00f6n\u00fcm\u00fczdeki birka\u00e7 on y\u0131l i\u00e7in plan yapt\u0131\u011f\u0131n\u0131n alt\u0131n\u0131 \u00e7izdi.<\/p>\n
\u201cBeni heyecanland\u0131ran, motive eden ve e\u011flendiren \u015fey, grubun be\u015f y\u0131l sonra nas\u0131l g\u00f6r\u00fcnece\u011fi ve nas\u0131l konumlanaca\u011f\u0131d\u0131r,\u201d diye a\u00e7\u0131klad\u0131. \u201cL\u00fcks sekt\u00f6r\u00fcnde a\u00e7\u0131k ara lider konumumuzu korumak i\u00e7in \u00e7ok iyi bir konumda oldu\u011fumuzu d\u00fc\u015f\u00fcn\u00fcyorum.\u201d<\/p>\n
LVMH imparatorlu\u011funun tac\u0131 olan ve Louis Vuitton, Sephora, Mo\u00ebt & Chandon ve Tiffany & Co. dahil yakla\u015f\u0131k 75 markay\u0131 bir araya getiren Dior’un kreatif direkt\u00f6r\u00fc Jonathan Anderson’\u0131n ilk koleksiyonuna olan g\u00fc\u00e7l\u00fc talebi \u00f6vd\u00fc.<\/p>\n
Arnault, \u201cHarika bir ba\u015flang\u0131\u00e7 yapt\u0131, \u00f6yle ki talep o kadar y\u00fcksek ki \u00fcr\u00fcn teslim etmekte zorlan\u0131yoruz,\u201d dedi.<\/p>\n
Bu arada, erkek giyim kreatif direkt\u00f6r\u00fc Pharrell Williams taraf\u0131ndan piyasaya s\u00fcr\u00fclen Vuitton’un P9 \u00e7antas\u0131 i\u00e7in \u201cbinlerce\u201d ki\u015filik bir bekleme listesi oldu\u011funu s\u00f6yledi. Marka k\u0131sa s\u00fcre \u00f6nce, Jeremy Allen White, LeBron James ve Jackson Wang gibi marka el\u00e7ilerinin \u00e7antalar\u0131n\u0131n i\u00e7indeki ki\u015fisel e\u015fyalar\u0131n\u0131 i\u00e7eren stil i\u00e7in \u00f6zel bir reklam kampanyas\u0131 ba\u015flatt\u0131.<\/p>\n
Arnault, \u201cHer biri bir \u00fcr\u00fcn \u00fczerinde \u00e7al\u0131\u015fan zanaatkarlarla olabildi\u011fince h\u0131zl\u0131 \u00fcretiyoruz. Bu zaman al\u0131yor,\u201d dedi. Bu s\u00f6zleri, Vuitton’u ultra-\u00f6zel Frans\u0131z deri \u00fcr\u00fcnleri \u00fcretiminde alt\u0131n standart olmaya devam eden Herm\u00e8s ile benzer bir kategoriye konumland\u0131rmak amac\u0131yla s\u00f6ylenmi\u015f gibi g\u00f6r\u00fcn\u00fcyordu.<\/p>\n
Y\u00f6netici ayr\u0131ca, Compagnie Financi\u00e8re Richemont’a ait Cartier’i piyasa lideri olarak devirmesini bekledi\u011fi Tiffany i\u00e7in de hedeflerini yineledi. \u201cTiffany’nin be\u015f y\u0131l i\u00e7inde d\u00fcnyan\u0131n bir numaral\u0131 m\u00fccevher markas\u0131 olmas\u0131n\u0131 hedeflemeliyiz. Uzak de\u011filiz ama hen\u00fcz orada de\u011filiz. Ancak be\u015f y\u0131l i\u00e7inde bunu ba\u015farabilece\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum,\u201d dedi.<\/p>\n
Arnault alayc\u0131 bir \u015fekilde, \u201c\u00d6zetle, grubumuzun \u00f6n\u00fcm\u00fczdeki be\u015f y\u0131l i\u00e7in beklentileri konusunda bu y\u00fczden \u00e7ok eminim ve hisse senedi fiyat\u0131 son zamanlarda oldu\u011fu gibi d\u00fc\u015ft\u00fc\u011f\u00fcnde, onlar\u0131 geri al\u0131yorum,\u201d diye belirtti. \u201c\u0130\u015f hayat\u0131nda her zaman sab\u0131rl\u0131 olmal\u0131s\u0131n\u0131z.\u201d<\/p>\n
Y\u0131l\u0131n ba\u015f\u0131ndan bu yana LVMH hisselerinin y\u00fczde 25’ten fazla d\u00fc\u015fmesiyle, Arnault ailesi al\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc ve yak\u0131n zamanda grubun y\u00fczde 50’lik sahiplik e\u015fi\u011fini a\u015ft\u0131. Mali i\u015fler direkt\u00f6r\u00fc C\u00e9cile Cabanis, 2025’te 1,6 milyar avro ve bu y\u0131l \u015fimdiye kadar 1 milyar avro de\u011ferinde hisse sat\u0131n ald\u0131klar\u0131n\u0131 s\u00f6yledi.<\/p>\n
Ne\u015feli bir Arnault, \u00c7in’deki beklentilerden, HBO dizisi \u201cSuccession\u201d ile s\u0131k s\u0131k kar\u015f\u0131la\u015ft\u0131r\u0131lan, en \u00fcst g\u00f6rev i\u00e7in yar\u0131\u015ft\u0131\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclen be\u015f \u00e7ocu\u011fu aras\u0131ndaki anla\u015fmazl\u0131k spek\u00fclasyonlar\u0131n\u0131n yeniden canland\u0131\u011f\u0131 halefiyetin dikenli meselesine kadar her konuda hissedarlardan gelen sorular\u0131 yan\u0131tlad\u0131.<\/p>\n
\u0130lk kez, be\u015fi de \u2013 Christian Dior Couture ba\u015fkan\u0131 ve CEO’su Delphine Arnault; LVMH imaj ve \u00e7evre direkt\u00f6r\u00fc Antoine Arnault; Mo\u00ebt Hennessy ba\u015fkan yard\u0131mc\u0131s\u0131 Alexandre Arnault; Loro Piana CEO’su Fr\u00e9d\u00e9ric Arnault ve Louis Vuitton saat direkt\u00f6r\u00fc Jean Arnault \u2013 hissedarlara hitap etmek i\u00e7in mikrofonu ald\u0131.<\/p>\n
77 ya\u015f\u0131ndaki aile reisi, bir soruya yan\u0131t olarak ironik bir \u015fekilde, \u201c\u00c7ocuklar\u0131 g\u00f6rd\u00fcn\u00fcz. \u00c7ok h\u0131rsl\u0131 g\u00f6r\u00fcn\u00fcyorlar m\u0131? Bilmiyorum. Bunu s\u00f6ylemek size kalm\u0131\u015f,\u201d dedi. Hissedarlar\u0131n ge\u00e7en y\u0131l y\u00fczde 99’dan fazla oyla, 85 ya\u015f\u0131na kadar g\u00f6revinde kalmas\u0131na izin veren bir karar\u0131 onaylad\u0131\u011f\u0131n\u0131 vurgulad\u0131. \u201cYedi veya sekiz y\u0131l sonra tekrar konu\u015fal\u0131m, olur mu?\u201d<\/p>\n
Antoine Arnault’nun \u015eubat ay\u0131nda k\u0131z karde\u015fi Delphine ile birlikte icra kuruluna atanmas\u0131, iki b\u00fcy\u00fck karde\u015fin grup i\u00e7indeki konumunu g\u00fc\u00e7lendirdi\u011fi \u015feklinde yorumland\u0131. Onlar Arnault’nun Anne Dewavrin ile ilk evlili\u011finden do\u011farken, \u00fc\u00e7 k\u00fc\u00e7\u00fck erkek karde\u015f Kanadal\u0131 piyanist H\u00e9l\u00e8ne Mercier-Arnault ile olan birli\u011finin \u00fcr\u00fcnleridir.<\/p>\n
Mercier-Arnault, yeni alb\u00fcm\u00fcn\u00fc tan\u0131tmak i\u00e7in verdi\u011fi bir dizi r\u00f6portajda aile i\u00e7i anla\u015fmazl\u0131k s\u00f6ylentilerini bast\u0131rmaya \u00e7al\u0131\u015ft\u0131, ancak s\u00f6zleri ate\u015fe benzin d\u00f6kmekten ba\u015fka bir i\u015fe yaramad\u0131, halefiyet meselesi \u00fczerindeki incelemeyi yeniledi ve giderek artan say\u0131da analist bu konuda netlik talep etti.<\/p>\n
Toplant\u0131 kulisinde WWD taraf\u0131ndan \u00e7ocuklar\u0131n\u0131n her birinin s\u0131rayla konu\u015fmas\u0131n\u0131n ne anlama geldi\u011fi soruldu\u011funda Arnault, \u201cHi\u00e7bir \u015fey. \u00c7\u00fcnk\u00fc hissedarlar\u0131mla \u00e7ok iyi bir ili\u015fkim var ve hissedarlar\u0131m, belirli bir alana odaklanan ve g\u00f6rd\u00fc\u011f\u00fcn\u00fcz gibi be\u015fi de yapt\u0131klar\u0131 i\u015fte \u00e7ok iyi olan her birinin faaliyetleri hakk\u0131nda bilgilendiriliyor,\u201d diye yan\u0131tlad\u0131.<\/p>\n
Delphine Arnault, Anderson’\u0131n ge\u00e7en y\u0131lki geli\u015fini Dior’da bir \u201ck\u00fclt\u00fcrel devrim\u201d olarak nitelendirirken, Alexandre Arnault, ge\u00e7en y\u0131l herhangi bir i\u015f grubunda gelirlerde en keskin d\u00fc\u015f\u00fc\u015f\u00fc g\u00f6ren \u015farap ve alkoll\u00fc i\u00e7ecekler i\u00e7in Afrika k\u0131tas\u0131n\u0131 b\u00fcy\u00fck bir potansiyel pazar olarak g\u00f6sterdi. G\u00fcney Afrika’dan yeni d\u00f6nm\u00fc\u015ft\u00fc ve buran\u0131n \u00c7in ve Amerika Birle\u015fik Devletleri’nden sonra Hennessy konyak i\u00e7in \u00fc\u00e7\u00fcnc\u00fc en b\u00fcy\u00fck pazar oldu\u011funu s\u00f6yledi.<\/p>\n
Bernard Arnault, LVMH’nin \u00c7in’deki l\u00fcks talebindeki toparlanmadan faydalanmak i\u00e7in de iyi bir konumda oldu\u011funu s\u00f6yledi. \u201cAmerika Birle\u015fik Devletleri’nden sonra ikinci en b\u00fcy\u00fck pazar, bu nedenle grubumuz i\u00e7in beklentilerin hala harika oldu\u011fu bu pazar\u0131n geli\u015fimi konusunda kendime g\u00fcveniyorum ve \u00e7ok endi\u015feli de\u011filim,\u201d dedi.<\/p>\n
Ge\u00e7en y\u0131l \u015eanghay’da a\u00e7\u0131lan Vuitton’un tekne \u015feklindeki amiral gemisinin haftada 100.000 ziyaret\u00e7i \u00e7ekti\u011fini belirtti.<\/p>\n
\u201cBu olduk\u00e7a \u015fa\u015f\u0131rt\u0131c\u0131. Orada birka\u00e7 kez bulundum ve hatta [\u00c7in] Kom\u00fcnist Partisi genel sekreteri taraf\u0131ndan tebrik edildim. Bu Fransa’da asla olmazd\u0131. Place de la Concorde’da bir Vuitton gemisi in\u015fa etmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131m\u0131z\u0131 hayal edebiliyor musunuz?\u201d dedi.<\/p>\n
\u201cOrada, bir y\u0131ldan k\u0131sa s\u00fcrede ba\u015fard\u0131k. Bu ayn\u0131 zamanda, eski Avrupa’m\u0131z\u0131n a\u011f\u0131rl\u0131\u011f\u0131na k\u0131yasla faaliyet g\u00f6sterdi\u011fimiz di\u011fer \u00fclkelerin ne kadar dinamik oldu\u011funu da g\u00f6steriyor; eski Avrupa’m\u0131z \u00e7ok yava\u015f toparlan\u0131yor ve modernle\u015fiyor, her zaman cehennemi olabilecek b\u00fcrokrasiye tak\u0131l\u0131p kal\u0131yor,\u201d diye yak\u0131nd\u0131.<\/p>\n
LVMH’nin gelecek projeleri aras\u0131nda Osaka ve Milano’daki Dior amiral gemileri yer al\u0131yor. Arnault, grubun Florida’da \u201cinan\u0131lmaz bir mimarla\u201d bir Cheval Blanc oteli d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcn\u00fc de s\u00f6yledi ve Paris’teki La Samaritaine ma\u011fazas\u0131n\u0131n sat\u0131\u015f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc y\u00f6n\u00fcndeki haberleri yalanlad\u0131. \u201cBunu i\u015fler hale getirece\u011fiz \u00e7\u00fcnk\u00fc \u015fimdiye kadar biraz zay\u0131ft\u0131,\u201d diye s\u00f6z verdi.<\/p>\n
Daha hafif bir notla, Albert Einstein’\u0131n \u00fcnl\u00fc bir foto\u011fraf\u0131n\u0131n reprod\u00fcksiyonunu i\u00e7eren Louis Vuitton Tambour Einstein Automata saatini i\u015faret etti. \u201cEinstein’\u0131n dilini \u00e7\u0131kard\u0131\u011f\u0131 bu inan\u0131lmaz mekanizmay\u0131 \u00e7al\u0131\u015ft\u0131ran bir d\u00fc\u011fmeye bas\u0131yorsunuz. Bunu daha sonra y\u00f6netim kurulu toplant\u0131s\u0131nda y\u00f6neticilere g\u00f6sterece\u011fim,\u201d dedi g\u00fcl\u00fcmseyerek.<\/p>\n
#BernardArnault #LVMH #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #K\u00fcreselEkonomi #L\u00fcksSekt\u00f6r #Dior #LouisVuitton #Tiffany #EkonomikTahminler #CEO<\/p>\n","protected":false},"excerpt":{"rendered":"
PAR\u0130S \u2013 Bernard Arnault Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, Orta Do\u011fu’daki \u00e7at\u0131\u015fman\u0131n h\u0131zl\u0131 bir \u00e7\u00f6z\u00fcm bulunmad\u0131\u011f\u0131 takdirde bu y\u0131l d\u00fcnya ekonomisi i\u00e7in bir \u201cfelaket\u201d anlam\u0131na gelebilece\u011fi konusunda uyard\u0131. LVMH Mo\u00ebt Hennessy Louis Vuitton’un Paris’teki y\u0131ll\u0131k genel kurul toplant\u0131s\u0131nda konu\u015fan Frans\u0131z l\u00fcks grubunun ba\u015fkan\u0131 ve icra kurulu ba\u015fkan\u0131, Amerika Birle\u015fik Devletleri ile \u0130ran aras\u0131ndaki bar\u0131\u015f g\u00f6r\u00fc\u015fmelerinin belirsiz […]<\/p>\n","protected":false},"author":2,"featured_media":7839,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-7838","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7838","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7838"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/7838\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/7839"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7838"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7838"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}