Report
Geoffroy Michalet

Carrefour : S1 parfaitement en ligne sur le ROI – Résilience de la dynamique commerciale face à l’inflation, guidance (FCF > 1.0 Md€) maintenue

>La croissance LFL s’accélère au T2 à 7.3% - Carrefour a publié hier soir ses ventes semestrielles. Le CA TTC en hausse de 13.2% en données publiées dont 5.4% en LFL à 43,4 Md€. Le LFL au T2 ressort à 7.3% en accélération séquentielle plus marquée que prévu (3.9%e) après 3.1% au T1 en particulier grâce à une demande soutenue des MDD (32% du CA) et une offre promotionnelle attractive d’où des gains de PdM dans les marchés clés France, Espagne et Brésil. Les effets tec...
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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch