SES - imagotag : Conference call feedback: strong confidence in the pipeline that the CMD in November should help to quantify more precisely
>Main takeaways from the conference call yesterday afternoon - Order intake. The pipeline continues to increase (particularly with new clients) despite the inflationary environment. ESLs are vital to the digitalisation strategy of food and non-food retailers (respectively around 70/30% in the mix) while the ROI of the solutions is improving (e.g.: ESLs partly offset inflation in labour costs thanks to automation of prices, inventory management, data analysis, etc.). ...Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.
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.
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