De Soré actually said that he chose Gu Kun instead of Pinault purely because of his shrewd decision-making "in business"?

This statement really surprised all the audience, including Arnault, especially François Pinault, who had lost the opportunity to turn positive, feeling that there was no room for his old face.

So Arnault subconsciously asked in shock: "Impossible, right? You dare to make such a big decision just because you read the latest business data of Giorgio Armani and the discounts that Gu Kun estimated to be able to get in the Asian market?"

Giorgio Armani's public business data, I've also seen it, the data for the third quarter is indeed a lot brighter, but it is definitely not to the extent that it affects your decision-making, as for the fourth quarter - it is not over yet, where is the complete data?"

Giorgio Armani is a private company, so they are not accountable to public shareholders, and they are not very active in their earnings reports, and there is no forced schedule pressure.

It belongs to the kind of stocking state of "if you want to come out, if you don't want to come out, you can't come out".

With Arnott's intelligence network, he can also get more detailed data, but it is difficult to explain it in front of people, so as not to make his peers think that he has a commercial spy.

This kind of chatter at the thank-you banquet can be evaluated by both parties with public data that reports good news and not bad news.

As for the data for the fourth quarter, he really didn't know.

Soray didn't break it, but just commented lightly: "Giorgio Armani's final statistics for the third quarter of the quarter are not just 'a little bright' - in the third quarter of this year, Giorgio Armani's global sales were 680 million euros, compared with only 260 million in the same period last year, a net increase of 162% year-on-year, and the data for the second quarter of this year was 370 million euros, a quarter-on-quarter increase of 84%.

Mr. Arnott, have you been in the business for so many years, have you ever seen a brand that has matured and grown so rapidly? What percentage of the growth brought about by Gu Kun's control of Giorgio Armani and the full promotion of Giorgio Armani?

These two data are publicly available, and to be honest, they are indeed more enticing to practitioners.

But Arnault apparently doesn't think it's enough to decide Gucci's decision.

He said fairly: "It's a very nice statistic, enough to outperform the growth of the rest of the peers at their best, but it's not convincing enough." ”

Soray: "You haven't looked at the whole picture, you know, many of the world's top celebrities who support the Giorgio Armani brand have been in a trough recently, and only Gu Kun's prestige and prestige are increasing day by day, which shows that the publicity effect brought by Gu Kun also has to offset the downward trend of other fans of this brand."

You know, George Armani's two biggest fans of suits, the two Bills, are now stepping down in January, and his deputy, Mr. Albert, is also losing the election, and his appeal in the fashion industry is declining.

Another Bill, Mr. Bill, the richest man, also fell sharply because of the bursting of the Internet bubble, and his wealth will temporarily shrink to less than Buffett's for a while, and a person who has lost the title of richest man, how much will his influence fall temporarily, you should also know in your heart - human beings will only remember the first place. ”

Sorey's remarks involve two common senses.

The first is the situation in Oceania at that time, there is nothing to say, next year it will be changed to a smile and not die, once a great commander becomes a "former great commander", it is certain that the appeal of personality charm will drop a lot.

The second is the Internet stock market crash that has now completely collapsed.

Many officials in later generations may have a stereotype that Bill Gates has been the richest man in the world for more than 20 years before being surpassed by Arnott and Jeff Bezos. But this impression is actually wrong.

Because between the end of 00 and 01, there was a one-and-a-half-year hiatus, because Microsoft's stock price fell along with other network technology stocks, the market value of Gates's shares shrank seriously, making him fall to the second place in the world for a time, poorer than Buffett.

(Other people on the richest list also own Internet stocks or are Internet giants, such as Oracle boss Larry Ellison.) Therefore, when the Internet stock market crash came, their value fell with Gates, and it would not affect the ranking of the rich list. But Buffett is notoriously conservative and never touches Internet stocks. As a result, in 98/99, Buffett was ridiculed by many people for falling behind the times, but after the collapse of Internet stocks in 2000, his personality was instantly strengthened. ）

In a word, Soray is very justified in emphasizing how untimely and perverted Giorgio Armani's growth is, and how "a pillar of optimism" Gu Kun's publicity effect is.

In fact, at present, the three luxury giants also have to fall into contemplation, which seems to have some truth. Arnault muttered, "Even if it makes sense, but a mere increase of more than twice is still not enough to facilitate your decision, right?"

Whether it is enough to decide Sorey's decision has nothing to do with Arnott. But who made Arnault have to pretend to be a breeze to pull hatred, and he had to try to ask these provocative questions.

Just like Cao Thief, he desperately tried to provoke Sun Liu to infighting.

Soray knew that Arnault was not fully convinced, so he took advantage of the victory and revealed: "You only have the overall data of Armani for the third quarter, but I have the detailed breakdown data here, and the data for the fourth quarter. This is supposed to be a trade secret, but we are all friends, and I will tell you about it.

Let's put it this way, '162% year-on-year and 84% quarter-on-quarter', which is the result of the average of the three months from July to September in the third quarter. You should know that the previous Olympic Games were from September 15th to September 30th, plus the pre-game warm-up publicity, so Gu Kun's effect on bringing goods is most obvious in September.

The marketing volume in September was 2.4 times that of July and 2.1 times that of August. Therefore, compared with the same period last year, the growth rate in July and August is actually 50% to 70%, which is not as exaggerated as 1.6 times, but in September alone, it has increased nearly five times compared with September last year!

As for the fourth quarter, the figures are even more exaggerated, and now there are sales that are no less than or even far greater than those in September. In October, it rose 47% month-on-month compared with September, which should be a good thing before digestion. November more than doubled compared to October! Giorgio Armani's sales in the first two months of the fourth quarter combined to 1.3 billion euros.

December is not over yet, and there are really no statistics, but if you look at some typical daily newspapers, you can also see that with the dress Gu Kun wore when he received the great honor on the 10th, and the intensive reports and touting of him by the AFP people now, it will only be more exaggerated than November, not counting the Christmas season is the peak season for luxury consumption and gift-giving every year-

I can't help it, if Gucci doesn't find Gu Kun to be a white knight, it won't take two years, maybe Gucci's men's sales and social status will not even be as good as Giorgio Armani. I'm having a hard time, Mr. Arnault, I'm not afraid to tell you, I don't want you to buy it, it's not that I have an opinion about you personally, it's purely that I know that you don't have the publicity resources to take Gucci to the next level.

Giorgio Armani and we are just one example, and there are many more such examples. Think about it, after Gu Kun burst into a Nike-sponsored swimsuit at the Olympics, how anxious Phil Knight has been in the past few months? What has happened to Nike's sales and market value? Adidas has almost given away 5% of Gu Kun's shares, and I heard that Gu Kun is going to be a co-branded brand recently, how much market share has Adi regained? Times have changed. ”

After Sorey's words were revealed, he did not immediately receive a response from the person he was talking to, but the surroundings seemed to be quiet instantly.

Not only Bernard Arnault was silent, but even the other two giants who were eavesdropping were equally shocked and speechless.

"What? So what is the breakdown of Giorgio Armani for the third quarter? And the sales figures for the fourth quarter that he has not yet released are so terrifying?"

Who really didn't know these details before? Outsiders and insiders have inherently information asymmetry in decision-making.

It seems that in an instant, the layers of conspiracy theory fog covered by the deal of "Gucci sold S to Gu Kun" melted away.

Where is this, Gu Kun used the despicable and shameless poaching and licking dog conditions, oh, it is completely a force to reduce ten times.

If Gucci doesn't sell, according to this trend, it may really be overshadowed by Armani in the menswear sector.

This is to escape for your life.

"In this way, I underestimated Gu Kun, disrespectful and disrespectful, it is really terrifying. "Bernard, Arnault was embarrassed for a while, and could only prepare to give up first, and then take the opportunity to sow discord, and then quit and went to chat with the others.

De Soré looked around the field, and seemed to "inadvertently" just saw François Pinault standing not far away, so he walked over apologetically: "Mr. Pinault, I'm really sorry, I made an offer to you at the beginning of the year, but unfortunately it ended in nothing." But I still want to give you an explanation: In fact, the conditions given to you at the beginning are exactly the same as those given to Gu Kun. In fact, since September, Gu Kun has been in the limelight, his prestige in various fields is too high, and there are many resources, I can't withstand the temptation temporarily, and everyone can't buy and sell ......."

"Hehe, it's easy to say, it's easy to say, I didn't have much interest in Gucci originally, I was just more interested in the character of 'The White Knight Against Arnott', but now looking at your appearance, you should not need my help if you are so obedient in front of Arnott. Pinault said with disdain.

The two sides immediately walked away without too much entanglement.

Pinault watched de Sore walk away and said to Rupert beside him: "This time Gu Kun is so insidious, he overtook my car in a backtrack, next time, I don't need to worry about this kind of thing happening again." There are so many male luxury goods in your Richemont, if you have an endorsement with Gu Kun or other cooperation, you will be eaten up one day, and it will be ......."

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