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    François Digard

    Research Analyst at Kepler Cheuvreux

    François Digard is the Head of French Equity Research at Kepler Cheuvreux, specializing in comprehensive analysis of French listed companies with a focus on sectors including technology and industrials. He directly covers companies such as Claranova, providing investment recommendations and target price updates, and has established a strong track record of issuing timely, model-driven equity research reports. Having joined Kepler Cheuvreux as Head of French Equity Research in January 2023, Digard previously founded Theia Recherche and served as a Research Analyst at Natixis Securities SA and as a Credit Analyst at Natixis SA. He holds a degree from emlyon business school and is recognized for his in-depth market expertise, though public disclosures do not indicate FINRA registration or other U.S.-based securities licenses.

    François Digard's questions to CARREFOUR (CRRFY) leadership

    François Digard's questions to CARREFOUR (CRRFY) leadership • Q2 2024

    Question

    François Digard asked for clarification on recent market share data, questioning the contribution from the Cora/Match acquisition and whether any ex-Casino stores were consolidated. He also inquired about the retail media venture, Unlimitail, asking if it is still in an investment phase or if it is already providing a substantial contribution to results.

    Answer

    Executive Alexandre Bompard clarified that the latest market share numbers included Cora and Match for one week out of four, and excluding them, market share was stable in volume. Regarding Unlimitail, he expressed enthusiasm for its rapid development across 13 countries and its growing client database, now second only to Amazon in Europe. However, he confirmed it is still in an investment and growth phase, as the European retail media market is less mature than in the U.S., but it is beginning to contribute.

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