View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Davide Campari: 1 director

A director at Davide Campari sold 350,000 shares at 11.250EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

Diageo: 1 director

A director at Diageo sold after exercising options/sold 49,882 shares at 2,842p and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last...

 PRESS RELEASE

Marie Brizard Wine & Spirits MONTHLY DECLARATION OF THE TOTAL NUMBER O...

Marie Brizard Wine & Spirits MONTHLY DECLARATION OF THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES MONTHLY DECLARATION OF THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES (ARTICLE L233-8II THE COMMERCIAL CODE and 223-16 OF THE GENERAL REGULATIONS OF THE FINANCIAL MARKETS AUTHORITY (AMF)) Charenton-le-Pont, 13th May 2024 MARIE BRIZARD WINE & SPIRITS ISIN Code: 0000060873 Situation at:Total number of shares comprising share capitalTotal number of voting rights30 April 2024111 989 823Number of voting rights (1): 138 410 918Number of exercisable voting rights (2): 138 288 374 Do the Marie Brizard...

 PRESS RELEASE

Marie Brizard Wine & Spirits DECLARATION MENSUELLE RELATIVE AU NOMBRE ...

Marie Brizard Wine & Spirits DECLARATION MENSUELLE RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS DECLARATION MENSUELLE RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS (ARTICLE L233-8II DU CODE DE COMMERCE et 223-16 DU REGLEMENT GENERAL DE L’AUTORITE DES MARCHES FINANCIERS) Charenton-le-Pont, le 13 mai 2024 MARIE BRIZARD WINE & SPIRITS Code ISIN : 0000060873 Situation au :Nombre total d’actions composant le capital socialNombre total de droits de votes30 avril 2024111 989 823Nombre de droits de vote théoriques (1) : 138 410 918Nombre de droits de vote ...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Risk of pressure on prices as inflation...

>International destocking linked to rising interest rates or phasing effects - - Following a recent contact with the company’s CFO, we note the following points:MBWS did not reduce its international prices in Q1 and broadly maintained them in 2023. In some countries there have been some upward adjustments in line with changes in input prices, such as dry raw materials or neutral alcohol at the beginning of 2023. The group points out that its products are mainstre...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Risque de pression sur les prix dans un...

>Les déstockages à l’international sont liés à la hausse des taux ou à des effets de phasing - De nos échanges récents avec le CFO de MBWS, nous retenons les points suivants :MBWS n’a pas réduit ses prix à l’international au T1 et les a globalement maintenus en 2023. Dans certains pays il y a eu quelques ajustements à la hausse en lien avec l’évolution des prix des entrants comme les matières sèches ou l’alcool neutre début 2023. Le groupe rappelle que ses produi...

 PRESS RELEASE

Marie Brizard Wine & Spirits: Availability of the 2023 Universal Regis...

Marie Brizard Wine & Spirits: Availability of the 2023 Universal Registration Document including the 2023 Annual Financial Report                                                                 Charenton-le-Pont, 30 April 2024 Availability of the 2023 Universal Registration Document including the 2023 Annual Financial Report Marie Brizard Wine & Spirits (Euronext: MBWS) announces that it has filed its Universal Registration Document for the year 2023 with the Autorité des Marchés Financiers (AMF) on 30 April 2024. This document includes, in particular, the following items: - the...

 PRESS RELEASE

Marie Brizard Wine & Spirits: Mise à disposition du Document d’enregis...

Marie Brizard Wine & Spirits: Mise à disposition du Document d’enregistrement universel 2023 incluant le rapport financier annuel 2023                                                                                                                 Charenton-le-Pont, le 30 avril 2024                                                                Mise à disposition du Document d’enregistrement universel 2023 incluant le rapport financier annuel 2023 Marie Brizard Wine & Spirits (Euronext : MBWS) annonce avoir déposé le 30 avril 2024 son Document d’enregistrement universel relatif à l’exe...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Q1 sales in decline, impacted by destoc...

>Q1 sales down 6.9% at € 43.3m, undermined by destocking in international markets. France was flat (+0.5%) with volumes down in retail - Q1 sales came in at € 43.4m, down 6.9% in reported terms and on constant currencies. This was 5% below our forecast of € 45.7m ( -1.7% reported and on cc). Business in France saw a slight improvement of 0.5% (vs +3%e and -2.5% in Q1 2023) to € 19.5m. The embedded effect of price increases offset the decline in volumes in retail, not...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Un CA T1 en retrait, impacté par les dé...

>Un CA T1 en repli de 6.9% à 43.3 M€, pénalisé par des réductions de stocks à l’international. La France est stable (+0.5%) avec des volumes en baisse en GD - Les ventes du T1 de 43.4M€ baissent de 6.9% en publié et à taux de change constants. C’est 5% en dessous de notre prévision de 45.7 M€ ( -1.7% en publié et à ttc). L’activité en France est en légère amélioration de 0.5% (vs +3%e et -2.5% au T1 2023) à 19.5 M€. L’effet embarqué des hausses de prix compense la bai...

 PRESS RELEASE

Marie Brizard Wine & Spirits: Q1 2024 revenues

Marie Brizard Wine & Spirits: Q1 2024 revenues                                                                                       Charenton-le-Pont, 25 April 2024 Q1 2024 revenues Revenues of €43.3m, down 6.9% versus Q1 2023 Sales hold up well in France in a still declining market International sales fall, with geographical disparities, as a number of customers cut inventories In France, sales rose slightly by 0.5% at end-March 2024 versus 2023, despite a shrinking spirits market volume sales in the Off-Trade were down, largely because reduced promotional intensity in Q1 2024 than i...

 PRESS RELEASE

Marie Brizard Wine & Spirits: Chiffre d’affaires du 1er trimestre 2024

Marie Brizard Wine & Spirits: Chiffre d’affaires du 1er trimestre 2024                                                                               Charenton-le-Pont, le 25 avril 2024 Chiffre d’affaires du 1er trimestre 2024 Chiffre d’affaires de 43,3 M€ en recul de -6,9% par rapport au 1er trimestre 2023 Bonne résilience en France sur un marché toujours en recul Baisse de l’activité à l’international avec des disparités géographiques, impactée notamment par des réductions des stocks chez certains clients En France, une légère amélioration de l’activité commerciale (+0,5% à fin mars 2...

Arancha Pineiro
  • Arancha Pineiro

PERNOD RICARD: VENTAS 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 2.347 M euros (-1,8% vs +2,8% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 8.937 M euros (-6,0% vs -4,8% consenso).

Research Department
  • Research Department

INFORME DIARIO 25 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AEDAS, CELLNEX, EBRO FOODS, IBERDROLA. EUROPA: BASF, BNP, PERNOD RICARD, SANOFI, SCHNEIDER. 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’24 que se publicarán en España y Europa en los próximos días. Jornada de más a menos Las bolsas europeas comenzaron bien la jornada, pero fueron perdiendo fuelle...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : 2023 results ahead of expectations. Uns...

>EBITDA up 12.7% at € 13.3m vs € 12.4m est. and positive net income of € 8.7m vs € 7.2m est - MBWS’ results, reported yesterday evening, beat our expectations. EBITDA came in 12.7% higher at € 13.3m vs € 12.4m expected on already-reported sales of € 194.2m (+7.1% rep. and 7.2% in organic terms). The gross margin remains largely stable at € 70.7m, implying a drop in the gross margin of 270bp to 36.4%. Raw material and energy cost inflation and an unfavourable product m...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani

Marie Brizard Wine & Spirits : Des résultats 2023 meilleurs qu’attendu...

>UN EBITDA en hausse de 12.7% à 13.3 M€ vs 12.4 M€e et un RNpg positif de - 8.7 M€ vs 7.2 M€e - MBWS a publié hier soir des résultats au-dessus de nos attentes. L’EBITDA ressort en hausse de 12.7% à 13.3 M€ contre 12.4 M€ attendus pour un CA déjà publié de 194.2 M€ (+7.1% en publié et 7.2% en organique) La marge brute reste quasi stable à 70.7M€, impliquant une baisse du taux de marge brut de 270 pb à 36.4%. L’inflation des matières premières et du prix de l’énergie ai...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch