Report
Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Cautious stance reiterated in the short term, situation in the US could weigh on business

>Lack of visibility in the short term in the US (58% of sales) - From a medium / long term perspective, we are confident in Compass' ability to maintain solid organic growth and high operating margin in North America thanks to a portfolio of intelligently sub-segmented brands, strong sales momentum and a good retention rate.We nonetheless remain cautious in the short term about the development of the US context, both in terms of lockdown and its economic repercus...
Underlying
Compass Group PLC

Compass Group is engaged in providing outsourced food and support services. The five sectors in which Co. operates are: Business & Industry, which provides food for employees during their working day; Healthcare & Seniors, which helps hospitals in the public and private sectors manage and enhance quality of food and support services; Education, which provides dining solutions from kindergarten to college; Sports & Leisure, which provides hospitality and service at sporting and leisure venues, exhibition centers, visitor attractions and events; and Defence, Offshore & Remote, which provides food and support services to companies in the oil and gas and mining and construction industries.

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
Johanna Jourdain

Matthias Desmarais

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