Carrefour regge bene la crisi
Il mercato premia i dati sulle vendite di Carrefour, spingendo il titolo del colosso del retail francese in rialzo del 2,2% a 22,81 euro. Per Shore Capital, gli investitori hanno apprezzato la capacita' del gruppo di reggere di fronte a un contesto operativo sfidante, a causa della debole crescita globale e del calo dei consumi in alcuni dei principali mercati. Shore opera un distinguo tra il dato sulle vendite totali, in crescita dell'1,3% a/a a 20,5 miliardi di euro, e quello sulle vendite same-store - che escludono le recenti acquisizioni -, in contrazione dell'1,1% a/a, per effetto del debole contributo da parte dei supermercati, che continuano a mostrare segnali di fatica rispetto agli ipermercati e i mini-market. Le vendite same-store in Europa meridionale sono diminuite del 4,3% a/a ma quelle in Cina sono cresciute dello 0,4%.
Fonte MF DJ
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