reports
- Jerôme Bodin
ODDO : Olympic Games and Euro 2024: a limited economic impact but an o...
In the run-up to the 2024 Summer Olympic Games and Euro 2024 football tournament, we have identified six stocks to favour: JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield and easyJet. While these two major sporting events are not expected to have a significant impact on the host economies in the medium term, the microeconomic and sectoral impacts should be more marked. The tourism, transport, beverages and consumer goods sectors are expected to be the main winners. Som...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
- Jerôme Bodin
ODDO : Jeux Olympiques et Euro 2024 : un impact économique limité mais...
En amont des Jeux Olympiques d’été et de l’Euro de football 2024, nous identifions 6 valeurs à privilégier : JCDecaux, Accor, Sodexo, adidas, Unibail-Rodamco-Westfield et easyJet. Alors que ces deux évènements sportifs majeurs ne devraient pas avoir d’impact significatif sur les économies hôtes à moyen terme, les impacts microéconomiques et sectoriels devraient être plus marqués. Les secteurs du tourisme, des transports, des boissons et des biens de consommation devraient être l...
AC ACCOR SA
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
GET GETLINK SE
FRA FRAPORT AG
ADP AEROPORTS DE PARIS SA
BN DANONE SA
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
COV COVIVIO SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
ULVR UNILEVER PLC
RCO REMY COINTREAU SA
SW SODEXO SA
TFI TELEVISION FRANCAISE 1 SA
MMB LAGARDERE SCA
DEC JCDECAUX SA
NESN NESTLE S.A.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
GLO GL EVENTS SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
WPP WPP PLC
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ABI ANHEUSER-BUSCH INBEV SA/NV
DUFN DUFRY AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
JDEP JDE PEET'S NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AF AIR FRANCE - KLM
MFEA MEDIASET NV
JDE Peet’s signs MOUs with Honduras, Peru and Rwanda to combat coffee-...
JDE Peet’s signs MOUs with Honduras, Peru and Rwanda to combat coffee-related deforestation PRESS RELEASEAmsterdam 18 April 2024 JDE Peet’s (EURONEXT: JDEP) has expanded its global effort to combat coffee-related deforestation by signing three Memoranda of Understanding (MOUs) with Peru, Honduras and Rwanda. This not only ensures continued access to the European market for smallholder farmers upon implementation of the EU Deforestation Regulation (EUDR), but crucially also fosters climate change resilience for coffee, which is imperative to ensuring that JDE Peet’s’ customers and consumers...
- Lenny Zephirin
JDE Peet’s N.V. (JDEP.AS) Momentum pick – BUY…!
Rating Changed. With this brief note, we are adjusting our investment rating to BUY MEDIUM RISK from SELL HIGH RISK on JDE Peet’s N.V. (JDEP.AS), and we are adjusting our price objective to €25 from €22/shr. YTD, the shares are down by approximately 22.0%, and we believe that the shares are attractive at their current level; thus, we recommend accumulating the shares despite the low float of 22.9%. Growing Consumption Rate. Worldwide, JDE Peet’s coffee is consumed at a rate of 4,100-4,500 cup...
JDE Peet’s commits to newly validated near-term and net-zero SBTi targ...
JDE Peet’s commits to newly validated near-term and net-zero SBTi targets PRESS RELEASEAmsterdam, 28 March 2024 Commitment to target further reductions in Greenhouse Gas (GHG) emissions and specific Forest, Land, and Agriculture (FLAG) emissions JDE Peet’s (EURONEXT: JDEP) today has committed to newly validated Science Based Targets initiative (SBTi) targets as part of its . In line with the SBTi-validated targets and new Forest Land and Agriculture Science-Based Target-Setting Guidance (FLAG), JDE Peet’s is committed to the following targets: A 43.3% reduction in absolute scop...
JDE Peet’s completes transaction to manufacture, market and sell Carib...
JDE Peet’s completes transaction to manufacture, market and sell Caribou-branded consumer and foodservice coffee products PRESS RELEASE Amsterdam, 26 March 2024 JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee and tea company by revenue, today announced the completion of the previously announced transaction under which the company has been granted a long-term global license to manufacture, market and sell Caribou consumer and foodservice coffee products, excluding Caribou coffeehouses. The transaction provides JDE Peet’s a strong platform to expand its premium cof...
- Maxime Stranart
- Reg Watson
- CFA
- ING Helpdesk
Benelux Morning Notes
JDE Peet's: No Fool. Sif Group: Preview – all eyes on new facility. Staffing: French data - January weaker as expected but February outlook better. Staffing: US temp volume trend stabilizing, job market data strong but not broadly based. Vopak: Banyan becoming even more multifunctional
JDE Peet’s Announces Leadership Transition
JDE Peet’s Announces Leadership Transition PRESS RELEASEAmsterdam, 8 March 2024 Industry Veteran Luc Vandevelde Appointed Interim CEO and Nominated Chairman JDE Peet’s (EURONEXT: JDEP) today announced that Luc Vandevelde has been appointed Interim CEO of JDE Peet’s, effective 1 April 2024. Vandevelde will also become Chairman of the Board of JDE Peet’s after the next Annual General Meeting on 25 May 2024. Under Vandevelde’s leadership, the company will initiate a search process for a permanent CEO, evaluating both internal and external candidates. Vandevelde, who has served as Lea...
- Michael B. Schäfer
ENGI ENGIE SA.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
DAI DAIMLER AG
EN BOUYGUES SA
BAS BASF SE
HEI HEIDELBERGCEMENT AG
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
JDEP JDE PEET'S NV
FER FERROVIAL SA
TEN TENARIS S.A.
- Michael B. Schäfer
ENGI ENGIE SA.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
DAI DAIMLER AG
EN BOUYGUES SA
BAS BASF SE
HEI HEIDELBERGCEMENT AG
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
REP REPSOL SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
JDEP JDE PEET'S NV
FER FERROVIAL SA
TEN TENARIS S.A.
- Robert Jan Vos
JDE Peet's N.V. : No imminent rerating expected, TP cut to € 23.5; Neu...
>Underwhelming results with a few clear bright spots in 2023 - Apart from free cash flow that recovered materially in H2 2023, JDE Peet’s 2023 results did not impress. Sales, EBIT and net profit all came in below both our expectations and consensus. That said, the largest segment Europe and APAC outperformed expectations. However, this was more than offset by a very weak LARMEA (2.9% EBIT margin in H2 2023), predominantly due to Brazil and Russia, the latter impacted ...
L’OR Espresso enters into global partnership with Ferrari
L’OR Espresso enters into global partnership with Ferrari PRESS RELEASE Amsterdam, 22 February 2024 JDE Peet’s (EURONEXT: JDEP) today announced that L’OR Espresso has entered into a new global partnership with Ferrari. The collaboration will see L’OR Espresso embark on a new chapter alongside the Ferrari in the FIA World Endurance Championship (WEC). The WEC is the world’s premier international sportscar championship and includes the legendary 24 Hours of Le Mans. The partnership between these two iconic brands is fuelled by the shared values such as passion and exquisite craftsman...
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- Jerôme Bodin
MT ARCELORMITTAL SA
CA CARREFOUR SA
VIV VIVENDI SE
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
G ASSICURAZIONI GENERALI S.P.A.
FRE FRESENIUS SE & CO. KGAA
BA. BAE SYSTEMS PLC
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ENG ENAGAS SA
RIO RIO TINTO PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
JDEP JDE PEET'S NV
- ING Helpdesk
- Robert Jan Vos
JDE Peet's N.V. : 2023 results and 2024 outlook no reasons for a relie...
>Apart from free cash flow, most items came in below expectations in 2023 - JDE Peet’s 2023 sales came in at € 8,191m and organic sales growth was 3.9% (ABNe: € 8,332m and 4.6%, consensus: € 8,222m and 3.6%, respectively). Volume growth was -0.8% (ABNe: 0.1%, consensus: -1.0%). Adjusted EBIT increased 1.1% organically to € 1,128m. Our forecasts were 1e3.5% and € 1,154m, consensus was 1e1.8% and € 1,142m. Underlying EPS was € 1.51 (ABNe: € 1.73). Earlier JDE Peet’s had a...
JDE Peet’s reports full-year results 2023
JDE Peet’s reports full-year results 2023 Strong H2 23, marking the return to the long-term profitability algorithm PRESS RELEASE Amsterdam, 21 February 2024 Key items1 Organic sales up +3.9% (H2 23: +4.3%), with positive volume/mix momentum in H2Organic adj. EBIT up +1.1% (H2 23: +5.5%); up more than 6% FY when excluding Russia's performanceOrganic adj. gross profit increased +2.9% (H2 23: +4.7%), from premiumisation and efficienciesFree cash flow of EUR 522 million and leverage of 2.7x, despite currency headwindsUnderlying EPS of EUR 1.51, with strong operating result offset by fair v...
JDE Peet’s expands collaboration with Costa Coffee
JDE Peet’s expands collaboration with Costa Coffee PRESS RELEASEAmsterdam, 16 February 2024JDE Peet’s (EURONEXT: JDEP) is pleased to announce that, starting in September 2024, JDE Peet’s will manufacture, distribute, and sell Costa Coffee branded aluminium coffee capsules in Great Britain. The expanded collaboration between the two companies marks a significant development in their partnership which will serve as a key driver of future growth in Great Britain. Since 2012, JDE Peet’s has offered Costa Coffee-branded single-serve coffee pods for the Tassimo brewer system, unlocking sign...
JDE Peet’s leads global effort to fight coffee-related deforestation
JDE Peet’s leads global effort to fight coffee-related deforestation PRESS RELEASE Amsterdam, 13 February 2024 JDE Peet’s and Enveritas are leading the way in the coffee industry through technology and on-the-ground verification to tackle coffee-related deforestation and protect smallholder farmers. JDE Peet’s (EURONEXT: JDEP) today announced plans to roll out an innovative new programme to assess and address coffee-related deforestation globally. JDE Peet’s has partnered with to leverage a combination of satellite imagery, artificial intelligence, and on-the-gr...
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