Report
Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Continuing cost inflation. Focus on productivity gains and M&A

>Continuing cost inflation in 2023 - Marie Brizard confirmed that the French spirits market remains tough going in the retail channel (92% of sales in France), with sales down 5% in Q1. The group is also up against supply disruptions (bottles), making it difficult to meet demand This has resulted in particular in temporary delistings by certain customers. It confirmed that cost inflation remains an issue this year, particularly for glass, sugar and energy. At the star...
Underlying
Marie Brizard Wine & Spirits SA

Marie Brizard Wine & Spirits is a wine and spirit company which is engaged in the production and distribution of wines and spirits mainly in Europe and in the U.S.A. Co.'s products can be divided into three categories: Vodka and Spirits, Wines, and Other beverages. Co. develops a portfolio of spirit brand with in particular: Youri Dolgorouki; Sobieski; Marie Brizard; Old Lady's; Berger; “PL Polonaise”; Starogardzka; Balsam Pomorski; Krakowska; Zawisza. Co. operates geographically in Poland, Western Europe, Lithuania, Bulgaria, and Other countries.

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
Fatma Agnès Hamdani

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