Report
Johanna Jourdain ...
  • Matthias Desmarais

Sodexo : Un T3 2019/20 meilleur qu’attendu, mais pas de vraie reprise à court terme

>Un T3 meilleur qu’attendu… - Sodexo a publié un CA T3 meilleur qu’attendu mais marqué par un fort recul en organique (-29% vs consensus -36% et hypothèses initiales à -33%). Cette « moins mauvaise » performance qu’attendu est essentiellement venue du segment Education, certaines écoles aux US ayant continué de fournir des repas aux enfants défavorisés (sous-segment Ecoles à -48% vs hypothèse à -70%). Enfin, l’activité en Business & Administration a légèrement moins ...
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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