reports
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
Danone: Executive Committee Change
Danone: Executive Committee Change Press Release – Paris, May 29, 2025, at 6:00 PM CEST Executive Committee Change Today, Danone announces that Shane Grant, Group Deputy CEO, CEO Americas and EVP Dairy, Plant-Based and Global Sales, and a member of Danone’s Executive Committee, has decided to pursue a new opportunity outside of the company. His move will be effective on June 13th, 2025. For now, Véronique Penchienati-Bosetta, Group Deputy CEO, will take over Shane’s scope, in addition to her current responsibilities. Antoine de Saint-Affrique, Chief Executive Officer said: “On behalf ...
Danone : Changement au sein du comité exécutif
Danone : Changement au sein du comité exécutif Communiqué de presse – Paris, le 29 mai 2025 à 18h00 Changement au sein du comité exécutif Danone annonce aujourd'hui que Shane Grant, DGA Groupe, DG Amériques et DG Produits laitiers et d’origine végétale, et Global Sales - également membre du Comité Exécutif de Danone - a choisi de poursuivre une nouvelle opportunité professionnelle en dehors de l'entreprise. Son départ sera effectif le 13 juin 2025. Dans l’immédiat, Véronique Penchienati-Bosetta, Directrice Générale Adjointe du Groupe, reprendra les responsabilités de Shane, en plus de ...
- Cedric Rossi
Eyewear: what caught our eyes in Q1 publications
Against macro uncertainty and a fluid tariff backdrop, the O&E industry has played its defensive role with an average performance of +15% YTD (vs. soft luxury sample at -5% and sportswear at -11%), supported by reassuring Q1 publications, proactive tariff mitigation initiatives and reiterated F
Danone: Information on the total number of voting rights and shares
Danone: Information on the total number of voting rights and shares DANONE French Société anonyme with a capital of €169,888,497,75.Registered Office: 17, boulevard Haussmann, 75009 Paris.Registered with the Paris Commerce and Company Registry under number 552 032 534 Information on the total number of voting rights and shares in compliance with Article L. 233-8 II of the French Commercial Code and with Article 223-16 of the General Regulation of the Financial Markets Authority (AMF- Autorité des Marchés Financiers) DateTotal number of sharesTotal number of voting rights30/04/2025679,5...
DANONE : Informations relatives au nombre total de droits de vote et d...
DANONE : Informations relatives au nombre total de droits de vote et d’actions DANONE Société anonyme à Conseil d’Administration au capital de 169 888 497,75 €.Siège social : 17, boulevard Haussmann, 75009 Paris.552 032 534 R.C.S. Paris. Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers DateNombre d’actionsNombre total de droits de vote30/04/2025679 553 991Nombre de droits de vote théoriques (1) : 699 851 306Nombre de droit de votes exer...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #70
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 initial impact of tariffs on the US consumer and economy. Happy readi
- Loic Morvan
Richemont very resilient again
Richemont enjoyed a fairly strong Q4 on the back of a 7% sales increase driven by Jewellery Maisons (+8%), highlighting that very exclusive brands such as Cartier and Van Cleef & Arpels outperformed the luxury market (as was the case for Hermès). H2 EBIT margin remained virtually unchanged. We
L''Oreal: 1 director
A director at L'Oreal sold 15,000 shares at 376.414EUR and the significance rating of the trade was 69/100. 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 showin...
Disclosure of total number of voting rights and number of shares in t...
Disclosure of total number of voting rights and number of shares in the capital at April 30, 2025 French limited company (Société anonyme) with registered capital of 106,863,072.80 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at April 30, 2025 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares534,315,364Number of real voting rights (excluding treasury shar...
Déclaration du nombre total de droits de vote et du nombre d’actions c...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 avril 2025 Société anonyme au capital de 106.863.072,80 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 30 avril 2025 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 534 315 364 Nombre ré...
Danone and Kate Farms to join forces to serve people with health needs...
Danone and Kate Farms to join forces to serve people with health needs across both medical and everyday nutrition Press release – Paris, May 12, 2025, at 7:00 A.M. CEST Danone and Kate Farms to join forcesto serve people with health needs across both medical and everyday nutrition Danone announced today that it has entered into a definitive agreement to acquire a majority stake in Kate Farms, a fast-growing U.S. business offering a wide array of plant-based, organic nutrition products for both medical and everyday needs. Kate Farms’ highly complementary products will enhance Danone’s spe...
Danone et Kate Farms unissent leurs forces pour mieux répondre aux be...
Danone et Kate Farms unissent leurs forces pour mieux répondre aux besoins de santé par la nutrition spécialisée Communiqué de presse – Paris, le 12 mai 2025 à 7h00 Danone et Kate Farms unissent leurs forces pour mieux répondre aux besoins de santépar la nutrition spécialisée Danone annonce aujourd’hui la signature d’un accord définitif en vue d’acquérir une participation majoritaire dans Kate Farms, une entreprise américaine en forte croissance spécialisée dans la distribution de produits de nutrition médicale et du quotidien, à base d’ingrédients biologiques d’origine végétale. Les pro...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #68
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 fragile US consumer sentiment which might precede a sharp pullback in spe
- Cedric Rossi
adidas: brand heat fuelling robust momentum and resilience amid macro ...
As expected, the focus during the call was concentrated on the potential tariff impact. Based on current tariff assumptions, ADS does not plan to increase prices unless: 1/ reciprocal tariffs are back to their initial levels after the 90-day pause,and 2/ the leading players, i.e. Nike, implement pr
- Anthony Dick
- Michael Foundoukidis
DB1 DEUTSCHE BOERSE AG
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
G ASSICURAZIONI GENERALI S.P.A.
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BG BAWAG GROUP AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PUIG PUIG BRANDS
- Anthony Dick
- Michael Foundoukidis
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
G ASSICURAZIONI GENERALI S.P.A.
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BG BAWAG GROUP AG
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PUIG PUIG BRANDS
- Andreas Riemann
- Arancha Pineiro
- Cedric Rossi
adidas: Strong Q1 and FY25 outlook confirmed despite the tariff hurdle
Unsurprisingly, definitive Q1 2025 results unveiled this morning are in line with last week's pre-release (23rd April), which showed strong sales momentum, +17% FX-n ex-Yeezy, and better-than-expected margin delivery. Albeit reassuring against the highly fluid tariff backdrop and macro uncertainty,
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