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Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Luis de Toledo Heras
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Luis de Toledo Heras
Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

On the shelves now: Consumer Weekly #66

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 correlation between robust financial markets and healthy US consumer

Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

On the shelves now: Consumer Weekly #65

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 impacts of US tariffs and potential retaliation strategies by foreign

Geoffroy Michalet
  • Geoffroy Michalet
Geoffroy Michalet
  • Geoffroy Michalet
Cedric Rossi ... (+2)
  • Cedric Rossi
  • Loic Morvan

Luxury goods: The trend should gradually improve in 2025 after a chall...

After a poor 2024 vintage, we expect a gradual recovery during 2025, which will nevertheless remain a soft year as we anticipate an average sales increase of just 4% for our luxury groups sample (+3% excluding Hermès). Q1 is set to be challenging with a 1% average sales decline (-2% excluding Hermès

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/31/2025

Moody’s places Fives CFR on CW positive|Acqua e Sapone: preliminary full-year earnings|Fnac Darty launches the repurchase invitation for 2027 OCEANES at a price of € 77.25|Maxeda bondholders start to organize (9fin)|Telecom Italia: Poste Italiane replaces Vivendi as the largest shareholder|

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