Report
Geoffroy Michalet

Carrefour : CMD 2026 : du développement et du retour à l’actionnaire

>Poursuite du développement annoncé, même esprit que le plan 2022 - Lors de son CMD, Carrefour a expliqué qu’il allait poursuivre le développement dans la même veine que le plan 2022, à savoir notamment la poursuite des ventes à marque propre (MDD), à un niveau cible de 40% des ventes en 2026 vs 33% en 2022 et 25% en 2018. En outre, le groupe devrait poursuivre son expansion de parc, au Brésil avec l’augmentation de son objectif d’ouvertures d’Atacadao à 30/an vs 20/a...
Underlying
Carrefour SA

Carrefour is a distribution group based in France. Co. is engaged in retailing business, primarily in Europe (France, Belgium, Spain, Italy, Poland, and Romania); Asia (China, India, and Taiwan); and Latin America (Argentina and Brazil). Co. offers a variety of fresh produce, products from local suppliers and major-brand products. Co. operates Hypermarkets, Supermarkets, Convenience stores and Cash & Carry stores, as well as food and non-food e-commerce sites. Co. also offers services such as financial and insurance services, travel, entertainment, after-sales services, and leasing of commercial vehicles. As of Dec 31 2013 Co. operated 10,105 stores under its brand.

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
Geoffroy Michalet

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