Report
Johanna Jourdain ...
  • Matthias Desmarais

Sodexo : Investor Day du 6 septembre : un menu en 3 questions

>Quel plan pour redynamiser la croissance interne ? - La question centrale reste, selon nous, les bénéfices liés à la récente réorganisation par segments, plutôt que par géographies. Sodexo tend, en effet, à sous-performer ses principaux comparables, surtout en Amérique du Nord. Depuis plusieurs années, le groupe tente de renouer avec une dynamique commerciale forte et de poursuivre l’amélioration de son taux de rétention. Nous pensons que ceci est de nature à remettr...
Underlying
Sodexo SA

Sodexo is a services company which partners with companies, institutions and local authorities. Co. designs, manages and delivers Quality of Life services. Co.'s offers are: On-Site Service Solutions (Co.'s services are: Corporate, Defense, Justice Services, Remote sites, Health Care, Seniors, Education and Sports and Leisure), Benefits and Rewards Services Solutions (Co.'s offers focus on the following services: recruit and retain employees and increase their motivation; mobilize teams around quantitative or qualitative objectives; ensure delivery of Public Benefits), and Personal and Home Services (services in childcare; tutoring and adult education; concierge services and senior care).

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
Johanna Jourdain

Matthias Desmarais

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Matthias Desmarais
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