Report
Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Vue prudente réitérée à court terme, la situation aux US pourrait peser sur l’activité

>Manque de visibilité à CT sur la situation aux US (58% du CA) - Dans une perspective moyen / long terme, nous sommes confiants dans la capacité de Compass à conserver en Amérique du Nord une solide croissance organique et une marge opérationnelle élevée grâce à un portefeuille de marques intelligemment sous-segmentées, un fort dynamisme commercial et un bon taux de rétention.Néanmoins, à court terme, nous restons prudents sur l’évolution du contexte aux US, tant...
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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