CRERF News and Press, Carrefour Sa From 07/29/23

2023-07-29 11:58:06 ET Carrefour SA (CRRFY) Q2 2023 Earnings Conference Call July 26, 2023 12:15 PM ET Company Participants Alexandre Bompard - Chairman and Chief Executive Officer Matthieu Malige - Chief Financial Officer Conference Call Participants Iza...

2023-07-04 08:03:30 ET Summary Carrefour is a hugely underappreciated industry giant with a strong growth outlook. The company's focus on private labels, discount store formats, digital presence and omnichannel strategies are expected to drive meaningful financial growth. Carr...

2023-05-16 07:00:00 ET Summary CBD is exposed mainly to food retail in Brazil but also has e-commerce exposures in France and food retail exposures in other LatAm countries, both through holdings in listed companies. Food retail is resilient, moreover, Brazilian inflation is back ...

Summary Seven & i Holdings is demonstrating signs of positive overseas expansion with the Speedway acquisition. The business has transformed positively, with lowered exposure to the ex-growth domestic business. However, continued business investment is required to drive growth. ...

Carrefour SA (CRRFY) Q4 2022 Earnings Conference Call February 14, 2023 12:15 PM ET Company Participants Alexandre Bompard - Chairman and Chief Executive Officer Matthieu Malige - Chief Financial Officer Conference Call Participants Izabel Dobreva - Morgan Stan...

Summary Carmila is a French REIT which owns the non-grocery store real estate assets within the building. The REIT was spun out of Carrefour, which remains the largest shareholder. Rent hikes should mitigate the impact of increasing interest rates. The 75% payout ratio implies t...

Carrefour SA has shown strong growth across its major markets in spite of inflationary pressures. Convenience growth lifted French revenue overall. Should sales growth continue to remain resilient, then we could see further upside in the stock. Investment Thesis: Car...

Carrefour's long-term restructuring is generating results with improved cash flows. Going forward further cost savings and investments in digital are expected to help support top lines and profitability. Hypermarket exposure however remains a risk and Carrefour's efforts to revive...

This month I had a total of 10 transactions, mainly due to the re-evaluation of my portfolio. Dividends were up $87.06 YoY. My forward dividend yield at the end of April was approximately €870 ($934). For further details see: My Portfolio May Update - 8 Buys, 2 Se...

Auchan's bid for Carrefour appears to have fallen through. With the balance sheet robust and the valuation still undemanding, however, M&A remains a key theme. With the Digital Day coming up as well, shares offer compelling re-rating potential. For further details see: ...