Report
Geoffroy Michalet

Carrefour : Ventes du T1 2023 supérieures aux attentes. Bonne surprise en Europe notamment en Espagne et en Belgique

>Ventes du T1 2023 : +12.3 % en LFL vs 10.6%e - Carrefour a publié hier soir ses ventes du T1 2023. Le CA TTC s’élève à 22.1 Md€, en hausse de 13% en données publiées dont 12.3% en LFL, dépasse nos attentes (10.6%e) et celles du CSS Visible Alpha (10.7%) i.e. un prolongement de tendance et une accélération séquentielle par rapport au T4 2022 (10.9%) et au T3 2022 (11.3%). Cette croissance inclut une hausse des ventes alimentaires de 13.4% en LFL et 6.7% en LFL des v...
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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