Carrefour : Une dynamique commerciale satisfaisante au T2– Pincement de la marge au S1 pénalisé par le Brésil – De meilleures attentes au S2 et en 2024
>T2 2023e : +8.5 %e LFL / S1 2023e : ROI 660 M€, marge de 1.6% soit -50 pb - Carrefour publiera ses résultats S1 le mercredi 26/07 après bourse. Nous tablons sur un CA T2 en hausse de 2.8%e dont +8.5%e en LFL. La décélération séquentielle du LFL (T1 : 12.3%) est la conséquence logique de la décélération de l’inflation et d’un effet volume toujours négatif. Le FX devrait être défavorable à -5.4%e pénalisé par le Peso argentin (-115%) et le BRL ( -3.3%) tout comme ...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.
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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