Ahold Delhaize : Des résultats T2 2020 « spectaculaires ». Achat réitéré, OC relevé de 28 € à 30 €. Ahold Delhaize reste notre « top pick » dans le secteur
>Résultats du T2 2020 : LFL +16.4% dont + 20.6% aux USA - Contrairement à nos attentes, Ahold Delhaize réitère au T2, la dynamique enregistrée au T1 qui avait été boostée par le stockage des consommateurs avant le confinement. CA consolidé du T2 en progression de 15.9% en organique, dont +16.4% en LFL vs 8.6% estimés et +12.5% enregistré au T1 2020.La croissance a été particulièrement forte aux USA (62% du CA consolidé) avec des LFL en progression de 20.6% vs 10....Koninklijke Ahold Delhaize is an international group of supermarket and foodservice operators based in Europe and the U.S. Co. operates supermarkets and convenience stores. In addition, Co. provides online food retailing services. Co. also finances, develops and manages store sites and shopping centers. Ahold Europe comprises Albert Heijn in the Netherlands and Belgium; Etos, Gall & Gall, and albert.nl in the Netherlands; and Albert / Hypernova in the Czech Republic and Slovakia. Ahold USA is organized into four retail divisions: Giant Carlisle, Giant Landover, Stop & Shop New England, and Stop & Shop New York Metro. The Peapod online business is also part of Ahold USA.
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.
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