Report
Aurelien Sivignon

VusionGroup : Feedback roadshow : Edge Sense est le principal contributeur à la progression des marges à CT et un catalyseur clé pour la trajectoire de croissance à MT

>Principaux messages à retenir - Nous avons organisé un RS à Francfort avec le management de VusionGroup (CFO + IR). Dans un contexte de forte croissance aux USA sous l’impulsion de WMT qui est le premier retailer à déployer Edge Sense, ils entendent démontrer le potentiel commercial de cette nouvelle solution, en rupture avec les ESL classiques, mais aussi son impact positif sur les marges. Par rapport aux ESL traditionnelles, Edge Sense apporte beaucoup plus de fle...
Underlying
SES-imagotag SA

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.

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
Aurelien Sivignon

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