Valuation Reset Following Weaker Outlook and Portfolio Changes
05/12/25 -"The reduction in the target price reflects the following key factors: a) Lower earnings per share, driven primarily by more conservative growth assumptions for France and Brazil. (See the EPS Change ..."
Pages
55
Language
English
Published on
05/12/25
You may also be interested by these reports :
20/02/26
Food retail is undergoing a structural shift from a volume-driven distribution model to a data-enabled platform model. US leaders such as Walmart ...
14/01/26
We turned bullish on Tesco (ADD ; UK) two years ago, arguing that the worst was behind the UK’s largest grocer (c.29% market share). Management had ...
14/01/26
Investors in European grocers suffered from Tesco and Sainsbury commenting about tepid UK demand over the last few weeks. Both stocks lost about 6%, ...
05/12/25
The reduction in the target price reflects the following key factors: a) Lower earnings per share, driven primarily by more conservative growth ...