Report
Fatma Agnès Hamdani

Bonduelle : En attendant plus de clarté sur la trajectoire annoncée du plan « Transform to win »

>Baisse des volumes de 3.5% en 2024/23 dont près de 8% estimés pour BFA - La croissance organique du CA de 2.7% reflète en particulier le report des revalorisations tarifaires de 2023. La baisse des volumes de 3.5% après 5% en 2022/23 s’explique par la poursuite du recul des volumes aux USA (BFA) dont les volumes seraient en baisse de près de 8% en lien avec la chute des salades MDD (-10%). La baisse de la consommation en Europe au profit des marques MDD a également p...
Underlying
Bonduelle SCA

Bonduelle is active in the market of processed vegetables both within and outside the European Union. Co.'s business is made up of three activities: canned, frozen and fresh vegetables (prepared and fresh-cut). It distributes its products mostly through retail channels (large supermarkets and stores) and food service sectors (restaurants, inter-company canteens). Some of Co.'s brands are Bonduelle, Cassegrain, Frudesa and Artic Gardens. Co. is organized into two geographic regions and four business segments: Bonduelle Europe Long Life (BELL), Bonduelle Fresh Europe (FRESH), Bonduelle Americas (BAM), and Bonduelle Development (BDV).

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
Fatma Agnès Hamdani

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