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Stimulated by new investors, Burberry Group PLC (BRBY.L) Boboli, a British luxury luxury group, rose sharply on Tuesday and Wednesday for two consecutive days, but it also deepened the market's guess about the group's future.

On Tuesday, the Belgian rich Albert Fr re re disclosed its 3% share of Burberry Group PLC Boboli group through its Groupe Bruxelles Lambert SA (hereinafter referred to as GBL). At about 11:00 noon, the news rose sharply, and the share price rose sharply. It closed up 1726 pence daily, up 3.7%, and traded 3 million 417 thousand, far exceeding 796 thousand on Monday, exceeding the average daily trading volume of the company in December 157 times.

On Wednesday, Burberry Group PLC Boboli Group continued to rise 2.67% to 1772 pence, and the transaction volume continued to reach 3 million 49 thousand.

Burberry Group PLC Boboli group's share price has continued to rise, indicating that the market believes that the entry of the rights investors will help the British luxury group to improve profitability.

GBL joined the Hugo Boss AG (BOSS.DE) in the middle of February in Germany fashion group (BOSS.DE), BOS, and the news was similarly stimulated or the share price rose sharply in February. The investment tool of Belgian rich Albert Fr re has successfully stimulated Adidas AG (ADS.DE) Adidas group to soar in the open market.

However, whether it is Adidas AG, Adidas or Hugo Boss AG Hugo is not as much as the Burberry Group PLC Bobby group has caused the industry's daydream. The reason is that Albert Fr re is the richest friend and long-term partner of France's richest Bernard Arnaud. LVMH Mo t Hennessy Louis Vuitton SE (MC.PA), MOET & CHANDON's Hennessy LV group, has been rumored to be interested in British brand Burberry bobury. In addition, Albert Fr re is also an independent director of LVMH SE.

In 2013, UBS listed a list of potential European acquired company in 2014. Burberry Group PLC boblie group was on the list, while UBS said its potential acquirers were LVMH SE. But in 2016, the market has repeatedly heard that the American traditional luxury group Coach Inc. (NYSE:COH) Cooper quoted the Burberry Group PLC boblie group, but was repeatedly rejected by the latter.

Due to the rebound in China's luxury market in the second half of 2016 and the stimulation of its own business improvement, Burberry Group PLC Bobby group's stock price has risen 30% in the past year, so GBL's investment timing may contain more meanings.

At the end of October 2016, Tang Xiaotang, founder of No Agency, a retail research and consulting firm, analyzed that when Burberry sold rumors, if the company was to sell, its largest potential acquirer was only LVMH SE, not the then highly crowded Coach Inc. group.

However, at the beginning of the annual LVMS SE annual analyst meeting, Bernard Arnault Bernard Arnaud has said that the negative interest rate of the market will encourage the industry to do a lot of silly things, so LVMH SE must resist the temptation. However, in 2016, the company acquired 80% of Germany's luggage brand Rimowa 640 million euros.

Tang Xiaotang said that from the past few years M&A trend of the industry, large-scale transactions are increasing every year. At the beginning of the Luxottica Group SpA (MTA:LUX; NYSE:LUX) Lu Xun ladder group and Essilor International SA (EI.PA) Yi Road Group announced the merger, and LVMH also actively participated in the continuous entry of the glasses industry shocks, and the establishment of joint venture with the company. He said that three years after the purchase of Loro Piana 80% stake by 2 billion euros in 2013, LVMH SE did not make any major transactions. Despite the market downturn, it was also the time when the opportunity was born, so "looking forward to potential transactions between LVMH and Burberry".

Due to the wrong CEO appointment, the Burberry Group PLC boblie group has been in a bad performance in the past two years. Until the second half of 2016, the sharp depreciation of the pound after the Brexit referendum pushed local sales, and the mainland market in China rebounded slightly in the second half of 2016, which was promoted by the favorable exchange rate. The retail revenue of the group rose by 22% in the three quarter of the 2016/2017 financial year ended December 31, 2016. However, the growth rate of excluding the exchange rate has narrowed to 4%, while the growth of the 3% same store sales has shown a continuous improvement.

In July 5th this year, Marco Gobbetti will replace the current chief executive officer Christopher Bailey. The former was formally entered in January 27th and was the executive chairman of the Group Asia Pacific and Middle East market. The latter added to the post of chief creative officer in July 5th, and added a group president's position, but the market believed that the presidency was only a virtual position.

Although Marco Gobbetti has successful experience in C e line, it may not be enough, because only a strong combination of creativity and management can really bring the brand out of trouble.

Andrea Felsted, a Bloomberg retailing columnist, commented on the need for revolution in the British group rather than a simple restructuring when reviewing GBL's stake. She also suggested that the group could be aligned with its Italy counterparts and rival Gucci Gucci. The most urgent task is to change the designer, that is, change the Christopher Bailey.

Despite its quarterly improvement in performance in the first three quarters, Andrea Felsted believes its lack of voice is compared with that of Gucci Gucci.

According to the data, in the 10-12 quarter of 2016, the comparable growth rate of Gucci Gucci 21.4% surprised the market. Not only did it not slow down in the 17% quarter of the three quarter, but there was a sharp increase in speed, which was also far higher than the 13% increase expected by Thomson Reuters I/B/E/S of the financial institutions and the 15% increase in the Agency No Agency of the luxury industry research consultancy I/B/E/S. In Euro terms, Gucci Gucci earned 1 billion 342 million 500 thousand euros in the four quarter, up 22.1% from 1 billion 99 million 700 thousand euros in 2015.

In 2016, when the global personal luxury market declined by 2%, Gucci Gucci's income contrarian increased 12.3% to 4 billion 378 million 300 thousand euros, a 12.7% increase over the 3 billion 898 million euros in the same period in 2015. It shows that the strength of CEO Marco Bizzarri and creative director Alessandro Michele is still in flux.

However, there are also some professions who believe that when Marco Gobbetti is officially completed in July, Christopher Bailey may leave the company. Even if he does not quit, his career in Burberry Group PLC Boboli group will not be too long.