reports
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer weekly #38
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 analyse the implications of Chinese tourist flows to Japan. Happy reading!
- Clement Genelot
Food Retail: Couche-Tard about to acquire 7-Eleven, what impacts on CA...
With Couche-Tard approaching 7-Eleven, we see a more than 50% chance of the deal creating the largest convenience store operator worldwide with USD146bn in revenues. Completing the deal will require overcoming 7-Eleven's top management reluctancy, Japanese politicians, the US anti-trust body and Co
- Clement Genelot
Casino: no short-term liquidity concerns, all eyes on post-Q3 strategi...
Post-Q2, we understand that FY 2024 will be a year of restructuring with continued sluggish top line and margins still under pressure while cash should be preserved thanks to recent disposals. The strategic plan presentation after Q3 will have to demonstrate New Casino's ability to either recover o
- Clement Genelot
French food retail: looking beyond acquisitions-boosted market share d...
Kantar market share data highlight another period of French market decline during which Leclerc, Intermarché and U continued to gain market share (even without acquisitions) while Carrefour and Auchan partly, if not entirely, relied on acquisitions to gain share. Carrefour is back in positive terri
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