Report
Aurelien Sivignon

VusionGroup : Road show feedback: Edge Sense is the main contributor to margin growth in the short term and a key catalyst for the medium-term growth trajectory

>Main takeaways - We organised a road show in Frankfurt with the management of VusionGroup (CFO + IR). In a context of strong growth in the US under the impetus of Walmart which is the first retailer to deploy Edge Sense, they plan to demonstrate the commercial potential of this new solution, which is disruptive vs traditional ESLs, but also its positive impact on margins. Compared with traditional ESLs, Edge Sense provides retailers with much greater flexibility in ...
Underlying
SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Aurelien Sivignon

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