Report
Clement Genelot

Retail & E.commerce: French food retailers are slowly recovering from the Yellow Vests effect

Retail & E.commerce
French food retailers are slowly recovering from the Yellow Vests effect

France is slowly recovering from Q4 ‘Yellow Vests’ effect
Phasing of performance in Q1 will matter
LatAm continues to shine
No break in trend in Rest of Europe and Asia
Valuation unchanged for Carrefour (Buy) and Casino (Buy)
Provider
Bryan Garnier
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.

Analysts
Clement Genelot

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