Update shared on12 Sep 2025
Fair value Decreased 1.20%Carrefour's consensus analyst price target edged down slightly as a sharp rise in its forward P/E and a meaningful drop in projected revenue growth suggest weakening earnings prospects despite little change in fair value, now at €13.98.
What's in the News
- Carrefour, Coopérative U, and RTG International have formed Concordis, a major European buying alliance, consolidating purchasing negotiations for over €125bn in combined turnover and aiming to enhance synergies, reduce costs, and improve supplier relationships.
- The alliance covers a wide range of store formats in France, Germany, and Spain, and plans to welcome more large partners; it will be operational for 2026 negotiations, pending regulatory clearance.
- Carrefour is in early discussions on a potential sale of its Italian operations, working with Rothschild & Co. as part of a broader strategic review of its business portfolio in response to shifting market conditions.
- Carrefour’s board intends to propose the renewal of Alexandre Bompard as Chairman and CEO at the 2026 Annual General Meeting.
- Concordis also aims to expand joint initiatives in private label auctions, non-food expertise (notably textiles), and digital retail media via Unlimitail, while maintaining autonomy in differentiated products.
Valuation Changes
Summary of Valuation Changes for Carrefour
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €14.15 to €13.98.
- The Future P/E for Carrefour has significantly risen from 12.27x to 17.66x.
- The Consensus Revenue Growth forecasts for Carrefour has significantly fallen from 0.2% per annum to 0.1% per annum.
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