reports
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #67
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the largest beauty groups in the world. Happy reading!
- Bruno Cavalier
- Michael B. Schäfer
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
CLN CLARIANT AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GLE SOCIETE GENERALE S.A. CLASS A
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
EZJ EASYJET PLC
SY1 SYMRISE AG
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
MAP MAPFRE SA
STR STRABAG SE
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8TRA TRATON SE
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
- Bruno Cavalier
- Jerôme Bodin
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
CLN CLARIANT AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
ERA ERAMET SA
EZJ EASYJET PLC
SY1 SYMRISE AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
TUB TUBACEX S.A.
AIXA AIXTRON SE
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
ONTEX ONTEX GROUP N.V.
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TKWY JUST EAT TAKEAWAY.COM N.V.
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
EXENS EXOSENS
ALHG LOUIS HACHETTE GROUP
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Bruno Cavalier
- Michael B. Schäfer
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
CLN CLARIANT AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GLE SOCIETE GENERALE S.A. CLASS A
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
EZJ EASYJET PLC
SY1 SYMRISE AG
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
MAP MAPFRE SA
STR STRABAG SE
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8TRA TRATON SE
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
- Bruno Cavalier
- Jerôme Bodin
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
CLN CLARIANT AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
ERA ERAMET SA
EZJ EASYJET PLC
SY1 SYMRISE AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
SAVE SAVENCIA SA
TUB TUBACEX S.A.
AIXA AIXTRON SE
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
ONTEX ONTEX GROUP N.V.
TWEKA TKH GROUP N.V. CERT
OREGE OREGE SA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TKWY JUST EAT TAKEAWAY.COM N.V.
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
EXENS EXOSENS
ALHG LOUIS HACHETTE GROUP
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Jean Danjou
- Jean Danjou
Kering - Press release - Description of the Share Buyback Program - Ap...
Kering - Press release - Description of the Share Buyback Program - April 24 2025 PRESS RELEASE April 24, 2025 DESCRIPTION OF THE SHARE BUYBACK PROGRAMAUTHORIZED BY THE COMBINED GENERAL SHAREHOLDERS’ MEETING OF APRIL 24, 2025, AND DELEGATION FROM THE BOARD OF DIRECTORS AT ITS MEETING OF APRIL 24, 2025 The General Shareholders’ Meeting of April 24,2025 renewed the authorization given to the Board to trade in the Company’s shares. The following description was prepared in accordance with Articles 241-1 and 241-2 of the General Regulations of the French financial markets ...
Kering - Communiqué de presse - Descriptif du programme de rachat d'ac...
Kering - Communiqué de presse - Descriptif du programme de rachat d'actions - 24 avril 2025 COMMUNIQUÉ DE PRESSE 24 avril 2025 DESCRIPTIF DU PROGRAMME DE RACHAT D’ACTIONSAUTORISÉ PAR L’ASSEMBLÉE GÉNÉRALE MIXTE DES ACTIONNAIRES DU 24 AVRIL 2025 ET MISE EN ŒUVRE DE LA DÉLÉGATION DU CONSEIL D’ADMINISTRATION RÉUNI LE 24 AVRIL 2025 L’Assemblée générale du 24 avril 2025 a renouvelé l’autorisation donnée au Conseil d’administration d’opérer sur les actions de la Société. Le présent descriptif est établi en application des dispositions des articles 241-1 et 241-2 du Règlem...
Kering - Annual General Meeting of April 24, 2025 - Approval of all re...
Kering - Annual General Meeting of April 24, 2025 - Approval of all resolutions PRESS RELEASE April 24, 2025 ANNUAL GENERAL MEETING OF APRIL 24, 2025: APPROVAL OF ALL RESOLUTIONS Kering's Annual General Meeting was held on April 24, 2025, at the Group's head office, 40, rue de Sèvres, Paris 7e. Kering's shareholders approved all the resolutions submitted to their vote, including the distribution of a €6 per share cash dividend for 2024. An interim cash dividend of €2 per share was paid on January 16, 2025, pursuant to a decision made by the Board on December 3, 2024. A fin...
Assemblée Générale 2025 - Approbation de l’ensemble des résolutions
Assemblée Générale 2025 - Approbation de l’ensemble des résolutions COMMUNIQUÉ DE PRESSE 24 avril 2025 ASSEMBLÉE GÉNÉRALE DU 24 AVRIL 2025 : APPROBATION DE L’ENSEMBLE DES RÉSOLUTIONS L’Assemblée générale mixte de Kering s’est tenue le 24 avril 2025 au siège social du Groupe, sis 40, rue de Sèvres, Paris 7e. Les actionnaires de Kering ont adopté l’ensemble des résolutions soumises à leur vote, dont celle prévoyant la distribution d’un dividende en numéraire de 6 euros par action au titre de l’exercice 2024. Un acompte sur ce dividende en numéraire de 2 euros par action avait...
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
GYC GRAND CITY PROPERTIES SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
TEG TAG IMMOBILIEN AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Carole Braudeau
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
- Carole Braudeau
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
- Arancha Pineiro
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T'25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INDRA, SECTOR ELÉCTRICO. EUROPA: ADIDAS, AIR LIQUIDE, BNP, ENI, ESSILORLUXOTTICA, KERING, NOKIA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. El optimismo vuelve a las bolsas europeas Fuerte rebote de las bolsas europeas, impulsad...
- Loic Morvan
KERING 2025 should be another very poor vintage for Kering
Kering Q1 sales declined 14% organically, worse than an already-cautious consensus (-12%), especially penalised by Gucci (-25%). We revise down our 2025-26 earnings by 15%, with 8% 2025 sales erosion and a 20% 2025 EBIT decline. We are far from a sales recovery at Kering and Gucci. Neutral recommen
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