Report
Aurelien Sivignon

VusionGroup : Les US vont tirer la croissance en 2024, attendue plus forte au S2 qu’au S1

>Franche accélération des US en 2024 qui compense un effet de base plus challenging en Europe - SES-imagotag a été renommé VusionGroup (changement approuvé à l’AG du 23/06/23). Alors que l’Europe devrait rester en croissance en 2024 mais fait face à une base de comparaison plus difficile (notamment en raison du rollout Lidl), les US sont attendus en très forte croissance et devraient être dès 2024 le principal pays contributeur aux revenus du groupe, notamment grâce ...
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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