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Carrefour SA (CA FP)
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20
Analysis
Consumer Staples
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France
Carrefour SA operates chains of supermarkets, hypermarkets, discount, cash and carry, and frozen food stores in Europe, the Americas, and Asia.
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bearish
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METRO AG
•
13 Sep 2021 15:29
Metro Cash and Carry to Exit Japan
One of the few foreign players in Japan's food market has confirmed it will quit the market. Only Costco remains although Amazon is expanding its...
Michael Causton
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206 Views
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bearish
•
Colruyt SA
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29 Jun 2021 11:15
Colruyt (COLR BB) : The Downside Risks Abound in the Shopping Cart
Belgium's grocery market share leader looks expensive when considering elevated competition that is only increasing and the unwinding of COVID...
Robert C Prather Jr
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179 Views
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bullish
•
Carrefour SA
•
15 Jan 2021 07:28
Carrefour - Alimentation Couche-Tard Non-Binding Offer
The move by ATD is opportunistic and lacks any obvious synergies and strategic merit, in my view, and lies in the low valuation of Carrefour....
Jesus Rodriguez Aguilar
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405 Views
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bullish
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Rakuten
•
18 Dec 2020 00:50
KKR & Rakuten Ignite Online Food Battle with Seiyu Purchase
E-commerce has less than 3% share of Japanese food retailing. This will change dramatically in the next 3 years, led by Amazon but also by Rakuten...
Michael Causton
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528 Views
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bullish
•
Rakuten
•
17 Nov 2020 00:21
The Walmart Japan Sell Off: A Huge Gain for Rakuten
We predicted the sale of Seiyu by Walmart to Rakuten and this is now happening (with KKR funding). It is a huge step for Rakuten in the war for...
Michael Causton
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256 Views
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