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Virginie Roumage
  • Virginie Roumage
PREMIUM
BN DANONE SA

DANONE BUY | EUR75 No major news – waiting for the CMD on March 25th

DANONE BUY | EUR75 No major news – waiting for the CMD on March 25th Q4 organic sales growth accelerating, as expected FY EBIT margin in line with the guidance Q1 2021 to be tough

02/19/21 February 19, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
NESN NESTLE S.A.

NESTLÉ | Conviction BUY | CHF125 Strong organic sales growth, but unex...

NESTLÉ | Conviction BUY | CHF125 Strong organic sales growth, but unexciting guidance A miss of reported sales on FX and disposals 2020 EBIT margin up 10bp to 17.7% A guidance without much colours

02/18/21 February 18, 2021 3 EN
Loic Morvan ... (+2)
  • Loic Morvan
  • Virginie Roumage
PREMIUM
UG PERNOD RICARD

PERNOD RICARD: Top line rebound in H2 but margin uncertainties | BUY |...

PERNOD RICARD - BUY | EUR177(+9%) Top line rebound in H2 but margin uncertainties A H1 beat driven by China and India No guidance: the big disappointment of this release

02/12/21 February 12, 2021 4 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
UG PERNOD RICARD

PERNOD RICARD BUY Top Picks | EUR177 Full-year performance depends on...

PERNOD RICARD BUY Top Picks | EUR177 Full-year performance depends on the CNY Asia-ROW beating sales forecasts H1 EBIT margin up 51bps organically Consensus EBIT estimates to adjust upwards by 3-5%

02/11/21 February 11, 2021 3 EN
Loic Morvan ... (+2)
  • Loic Morvan
  • Virginie Roumage
PREMIUM
GIVN GIVAUDAN SA

GIVAUDAN: A very strong end to the year | BUY | CHF4200 (+13%)

GIVAUDAN - BUY | CHF4200 (+13%) A very strong end to the year Q4 organic sales strongly accelerating, driven by Fragrance & Beauty EBITDA margin up 150bp in 2020 FCF slightly below forecasts Confirmation of the objectives for 2021-2025

01/29/21 January 29, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
DGE DIAGEO PLC

DIAGEO: Exceptional growth on the US market | BUY | 3510P(+16%)

DIAGEO - BUY | 3510P(+16%) Exceptional growth on the US market Full year sales well above forecasts… H1 EBIT margin down 190bp No guidance provided

01/28/21 January 28, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
RCOP.PA Remy Cointreau ...

RÉMY COINTREAU: Optimism for the upcoming Chinese New Year | SELL | EU...

RÉMY COINTREAU - SELL | EUR128 VS. EUR121 (-12%) Optimism for the upcoming Chinese New Year Group value depletions accelerating in Q3 A very positive outlook for 2021/22

RCOP.PA REMY COINTREAU SA
01/25/21 January 25, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
RCOP.PA Remy Cointreau ...

RÉMY COINTREAU - SELL | EUR121(-16%) Cognac surprising positively

RÉMY COINTREAU - SELL | EUR121(-16%) Cognac surprising positively Group organic sales up 25.1% in Q3 Rémy Martin booming Liqueurs & Spirits improving too No change in estimates before the call at 9am CET

RCOP.PA REMY COINTREAU SA
01/22/21 January 22, 2021 3 EN
Loic Morvan ... (+2)
  • Loic Morvan
  • Virginie Roumage
PREMIUM
GIVN GIVAUDAN SA
ROBF.PA ROBERTET

Une formule savoureuse | initiation de couverture GIVAUDAN, ROBERTET

Une formule savoureuse | initiation de couverture GIVAUDAN, ROBERTET Les ingrédients (lesquels ont des utilisations diverses, allant de l’amélioration du profil nutritionnel au changement de goût) constituent un marché de 440 MdsUSD. Les sous-segments des arômes et des saveurs totalisent 28 MdsUSD et affichent une croissance soutenue (+4% en moyenne sur les cinq prochaines années, en ligne avec les périodes précédentes). • Il est dominé par quatre acteurs : Givaudan, IFF, Symrise et la société ...

GIVN GIVAUDAN SA
ROBF.PA ROBERTET
01/21/21 January 21, 2021 1 FR
Loic Morvan ... (+2)
  • Loic Morvan
  • Virginie Roumage
PREMIUM
GIVN GIVAUDAN SA
ROBF.PA ROBERTET

A tasty formula | initiation of coverage GIVAUDAN, ROBERTET

The ingredients (which have various uses, ranging from improving the nutritional profile to changing taste) market is worth USD440bn, with the sub-segments of fragrances and flavours worth USD28bn, posting robust growth (+4% on average over the next five years, in line with the previous periods). • The market is dominated by four groups Givaudan, IFF, Symrise and privately-owned Firmenich. Since the start of the 2000s, the ingredients industry has witnessed extensive consolidation moves drive...

GIVN GIVAUDAN SA
ROBF.PA ROBERTET
01/21/21 January 21, 2021 1 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
BN DANONE SA

DANONE: Some colours about Q4 2020 and 2021 | BUY | EUR70 VS. EUR75

DANONE - BUY | EUR70 VS. EUR75 (+33%) Some colours about Q4 2020 and 2021 Unsurprising softness for the end of the year In 2021, top line to recover sharply but pressure on margin TP revised downwards to EUR70

01/14/21 January 14, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
NESN NESTLE S.A.

Food & HPC: Top Picks Q1: Nestlé

Food & HPC Top Picks Q1: Nestlé Underperformance by food-HPC companies in Q4 Sales trend to slow – negative mix/extra costs to weigh on the margin Nestlé: our top pick for Q1 L'Oréal significantly outperforming the beauty market

01/12/21 January 12, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
UG PERNOD RICARD

Beverages: Our Top Pick for Q1 2021: Pernod Ricard

BEVERAGES Our Top Pick for Q1 2021: Pernod Ricard Spirits: a satisfying performance in a challenging context Pernod Ricard: our choice for the quarter to come: Revising our full year forecasts upwards for the French company

01/12/21 January 12, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
RCOP.PA Remy Cointreau ...

RÉMY COINTREAU | SELL | EUR121 VS. EUR119

RÉMY COINTREAU | SELL | EUR121 VS. EUR119 Q3 to show a strong recovery thanks to the US Organic sales to grow 19.8% in Q3 Rémy Martin booming in Q3 Full year forecasts up slightly Sell retained

RCOP.PA REMY COINTREAU SA
01/05/21 January 5, 2021 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
CPR Davide Campari-...

CAMPARI | NEUTRAL | EUR8.2 VS. EUR9.1

CAMPARI | NEUTRAL | EUR8.2 VS. EUR9.1 A very weak end to the year Q4 organic sales expected to drop by 5.9% Europe hard hit by the second wave Profitability under pressure Neutral reiterated given the probability of big deals

CPR DAVIDE CAMPARI-MILANO N.V.
12/18/20 December 18, 2020 4 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
BN DANONE SA

DANONE: Some details about the adaptation plan | BUY | EUR75

DANONE - BUY | EUR75(+43%) Some details about the adaptation plan This is more about organizational changes than savings Efficiency plans impacting the gross margin Buy confirmed

12/15/20 December 15, 2020 4 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
RCOP.PA Remy Cointreau ...

RÉMY COINTREAU: China and the US as the main positives | SELL | EUR119

RÉMY COINTREAU - SELL | EUR119(-21%) China and the US as the main positives H1 EBIT margin down 190bp in organic terms Dynamism of the US and China, accounting for 55% of group’s sales 1% organic sales growth expected for the full year

RCOP.PA REMY COINTREAU SA
11/27/20 November 27, 2020 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
NESN NESTLE S.A.

NESTLÉ: Portfolio changes continue, despite COVID-19 | Conviction BUY ...

NESTLÉ - Conviction BUY | CHF125(+23%) Portfolio changes continue, despite COVID-19 Yinlu will be sold to Food Wise The transaction allows Nestlé to focus on key categories in China Nescafé ready-to-drink (RTD) coffee will be retained The portfolio management is on track – a Conviction Buy

11/25/20 November 25, 2020 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
BN DANONE SA

DANONE: First details on the adaptation plan | BUY | EUR75 vs. EUR70

DANONE - BUY | EUR75 vs. EUR70 (+48%) First details on the adaptation plan EUR1bn savings by 2023 70-80% will fuel to the bottom line The rest will be reinvested to reach the 3-5% top line guidance More details expected for H1 2021

11/24/20 November 24, 2020 3 EN
Virginie Roumage
  • Virginie Roumage
PREMIUM
DGE DIAGEO PLC

DIAGEO BUY | 3510p vs. 3330p H1 2021 should be much better than an...

Positive news from India and the US Organic sales set to drop 2.5% in H1 vs -14.4% previously Lifting our EPS forecasts by 5% over the next three years

11/16/20 November 16, 2020 3 EN
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