CRERF - Carrefour: Good Short-Term Returns, I Remain At 'BUY'

2025-04-19 05:46:08 ET

Summary

• Carrefour is an attractive investment opportunity, particularly within the French and European markets. My rating is based on Carrefour's strong market position and potential for growth.
• Despite previous recommendations, Carrefour remains undervalued and overlooked by many investors, and as of the 4Q24/FY results, it remains this way.
• I believe Carrefour represents one of the most interesting potentials on the market today when it comes to consumer defensive companies, and for that reason, I am at a 'BUY.'

Dear readers/followers,

It seems to me that few heed my ratings on some French and European companies - Carrefour SA (CRRFY) (CRERF) is one of them. In this article, I will attempt to once again show you Carrefour as an attractive investment, this time using the 1Q25 results to show you why the company is attractively positioned for growth.

Carrefour recently gave us its 1Q25 results, and the company appreciated as a result of this. Remember, much of my position is bought at the current, or even a lower cost base than we see today. I have a very significant 2% portfolio stake in Carrefour, so when it comes to this one, I have put my money where my mouth is and expect a very significant medium and long-term upside....

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