Report
Arnaud Autier ...
  • Pierre Tegner

Pernod Ricard : FY 24/25e : consensus encore légèrement optimiste

>Neutre maintenu avec un OC ajusté à 145 € (vs 150 €) - Pour Pernod Ricard, le retour de la croissance aux US comme en Chine est régulièrement repoussé dans le temps. Cette thématique est cruciale pour enclencher une reprise au niveau groupe et un regain d’intérêt du marché pour le titre, d’où notre attitude précautionneuse malgré notre conviction quant à la qualité de ses fondamentaux. Neutre maintenu et OC légèrement ajusté à 145 €. Malgré les nombreuses indications...
Underlying
Pernod Ricard SA

Pernod Ricard produces and distributes wines and spirits. Co. produces aniseed products, vodka, whisky, cognac, rum, gin, liqueurs, champagnes and wines. Co.'s activity is organized around families of products built around brands. Its brands portfolio includes: ABSOLUT vodka, Ricard pastis, Ballantine's, Chivas Regal and The Glenlivet Scotch whiskies, Jameson Irish whiskey, Martell cognac, Havana Club rum, Beefeater gin, Kahlua and Malibu liqueurs, Mumm and Perrier-Jouet champagnes as well as Jacob's Creek and Brancott Estate wines. Co. is structured into four segments constituted by the following geographic regions: France, Europe (excluding France), Americas, Asia/Rest of the World.

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
Arnaud Autier

Pierre Tegner

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