Bryan Garnier - Food Retailing The safe haven sector in the second Covid wave

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Bryan Garnier

Clement Genelot

Food Retailing The safe haven sector in the second Covid wave

Food Retailing
The safe haven sector in the second Covid wave

Renewed transfer of food consumption towards in-home throughout Europe
Towards less heterogeneity in performance between the formats during the second French lockdown
All the Covid-related costs are now behind us
Carrefour – Buy – TP lowered from EUR20 to EUR19
Casino – Sell reiterated – TP lowered from EUR23 to EUR20
Ahold Delhaize – Neutral reiterated – TP EUR27
HelloFresh – Our new Buy Top Picks – TP EUR69

02/11/2020 5 EN

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Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Clement Genelot

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Food Retailing The safe haven sector in the second Covid wave

Cinclus Pharma: Q2 driven by BD progress, Phase 3 trial nearing initiation

Egetis: Submits pre-NDA meeting, positive recruitment update

Faron: Positive FDA feedback sends BEX into a registrational phase 2/3 study

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