Carrefour Gestione
Criteri Gestione verificati 4/4
Carrefour Il CEO è Alexandre Bompard, nominato in Jul2017, e ha un mandato di 8.83 anni. la retribuzione annua totale è € 3.49M, composta da 45.8% di stipendio e 54.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.18% delle azioni della società, per un valore di € 22.24M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.6 anni e 7.9 anni.
Informazioni chiave
Alexandre Bompard
Amministratore delegato
€3.5m
Compenso totale
| Percentuale dello stipendio del CEO | 45.84% |
| Mandato del CEO | 8.8yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 8.6yrs |
| Durata media del Consiglio di amministrazione | 7.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 19
CA: Bullish Rating Shift And Dividend Timeline Will Mask Limited Upside
Analysts have nudged Carrefour's price target higher by €1, reflecting a slightly lower assumed discount rate and updated views from recent research that has become more positive on the stock. Analyst Commentary Recent research has become more constructive on Carrefour, with bullish analysts updating their views and adjusting assumptions that feed directly into valuation models.Aggiornamento della narrazione • May 05
CA: Rating Shift And Dividend Plans Will Shape A Cautious Forward Outlook
Analysts have lifted Carrefour's implied fair value from about €15.00 to roughly €15.77, citing updated assumptions around revenue growth and future P/E. These assumptions align with recent price target increases and upgrades from research houses.Aggiornamento della narrazione • Apr 20
CA: Downgraded Rating And Dividend Plans Will Pressure A Cautious Outlook
Analysts have nudged their Carrefour price target slightly higher to about €15, reflecting updated assumptions on discount rates, revenue growth and profit margins, even as recent Street research has turned more cautious on the shares. Analyst Commentary Recent Street research has become more cautious on Carrefour, even as the average price target edges up toward €15.Aggiornamento della narrazione • Apr 06
CA: Cautious Ratings And Dividend Plans Will Shape A Measured Outlook
Analysts have adjusted Carrefour’s fair value estimate from about €14.23 to roughly €14.92, reflecting updated views on revenue growth, profit margins, the discount rate and future P/E, along with recent price target cuts and a downgrade highlighted in recent Street research. Analyst Commentary Recent Street research has highlighted a more cautious stance on Carrefour, with one downgrade and a reduced price target pointing to questions around how current execution and valuation line up.
Aggiornamento della narrazione • Mar 22
CA: Future P/E Compression Will Likely Follow Downgrades And Execution Risks
Analysts have trimmed their Carrefour price target by €1, citing recent downgrades and more cautious views on the shares, despite only modest tweaks to growth, margin and P/E assumptions. Analyst Commentary Recent research has highlighted a more cautious stance on Carrefour, with bearish analysts trimming price targets and taking a tougher view on the shares.
Aggiornamento della narrazione • Mar 08
CA: Lower Discount Rate And Margin Resilience Will Support Future Upside
Analysts have adjusted their Carrefour price target slightly higher from €18.0 to €18.5, reflecting updated views on revenue, profit margins and a lower assumed discount rate, even as recent Street research has included downgrades and price target cuts. Analyst Commentary Recent research has included some cautious views on Carrefour, including share downgrades and a €1 reduction in one price target.Aggiornamento della narrazione • Feb 22
CA: Future P/E Compression Will Likely Follow Downgrades And Profit Concerns
Analysts have reduced their Carrefour price targets by €1 and reset expectations around revenue growth, profitability and future P/E. A slightly lower discount rate feeds into a more cautious, yet still €10, fair value estimate.Aggiornamento della narrazione • Feb 07
CA: Taiwan Exit And Cautious Ratings Will Shape A Measured Outlook
Narrative Update on Carrefour Analysts have trimmed their Carrefour fair value estimate slightly to €14.23, reflecting modestly higher discount rate assumptions and softer expected revenue growth, while keeping long term profit margin and P/E inputs broadly unchanged. Analyst Commentary Recent Street research on Carrefour has tilted more cautious, with one major house moving to a more bearish stance and another trimming its price target by €1.Aggiornamento della narrazione • Jan 24
CA: Higher Future P/E Assumptions Will Support Longer Term Upside
Analysts have adjusted their fair value estimate for Carrefour from €17.00 to €18.00, citing updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple, even as some recent Street research has trimmed near term price targets. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated €18.00 fair value estimate as a sign that their long term assumptions on earnings power and P/E potential still support upside versus more cautious near term target cuts.Aggiornamento della narrazione • Jan 09
CA: Board Shifts And Taiwan Exit Will Shape A Measured Outlook
Analysts have nudged their fair value estimate for Carrefour slightly lower, from €14.25 to about €14.23. This reflects updated assumptions around discount rate, revenue trends, profit margins and future P/E expectations.Aggiornamento della narrazione • Dec 26
CA: Future Earnings Multiple Expansion Will Likely Prove Unsustainable
Analysts have raised their Carrefour price target to 10.00 from 9.30 previously, citing expectations of improved profitability and a higher future earnings multiple despite a softer revenue growth outlook. What's in the News Uni-President Enterprises Corp.Aggiornamento della narrazione • Dec 11
CA: Index Moves And Margin Outlook Will Shape A Measured Outlook
Analysts have modestly raised their price target on Carrefour from €13.98 to €14.25, citing a lower perceived risk profile, slightly better long term margin potential, and only a small reduction in expected valuation multiples. What's in the News Board meeting scheduled for November 12, 2025, to consider and approve the resignations of Mr. Eduardo Rossi and Ms. Flavia Buarque de Almeida, both representatives of Peninsula on the Board of Directors (company filing) Carrefour SA added to the Euronext 150 Index, potentially increasing visibility among institutional investors and index tracking funds (index announcement) Carrefour SA removed from an unspecified index, signaling a rebalancing that may affect passive ownership and trading volumes (index announcement) Valuation Changes Fair Value: Raised slightly from €13.98 to €14.25 per share.Articolo di analisi • Oct 15
Carrefour SA (EPA:CA) Shares Could Be 38% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Carrefour fair value estimate is €21.05 Current share price of...Aggiornamento della narrazione • Sep 12
Digital Transformation And E-commerce Will Drive Future Success
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.Articolo di analisi • Jul 30
Is Carrefour (EPA:CA) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jun 02
Carrefour SA (EPA:CA) Might Not Be As Mispriced As It Looks
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Nuova narrazione • Feb 23
Digital Transformation And E-commerce Will Drive Future Success
Strategic real estate optimization and operational model review focus resources on high-potential areas, enhancing future capital deployment and earnings.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | €3m | €2m | €977m |
| Jun 30 2025 | n/a | n/a | €326m |
| Mar 31 2025 | n/a | n/a | €525m |
| Dec 31 2024 | €3m | €2m | €998m |
| Jun 30 2024 | n/a | n/a | €837m |
| Mar 31 2024 | n/a | n/a | €884m |
| Dec 31 2023 | €5m | €2m | €930m |
| Sep 30 2023 | n/a | n/a | €1b |
| Jun 30 2023 | n/a | n/a | €1b |
| Mar 31 2023 | n/a | n/a | €1b |
| Dec 31 2022 | €4m | €2m | €1b |
| Sep 30 2022 | n/a | n/a | €1b |
| Jun 30 2022 | n/a | n/a | €993m |
| Mar 31 2022 | n/a | n/a | €998m |
| Dec 31 2021 | €4m | €2m | €1b |
| Sep 30 2021 | n/a | n/a | €971m |
| Jun 30 2021 | n/a | n/a | €939m |
| Mar 31 2021 | n/a | n/a | €801m |
| Dec 31 2020 | €4m | €1m | €663m |
| Sep 30 2020 | n/a | n/a | €540m |
| Jun 30 2020 | n/a | n/a | €416m |
| Mar 31 2020 | n/a | n/a | €223m |
| Dec 31 2019 | €7m | €2m | €29m |
Compensazione vs Mercato: La retribuzione totale di Alexandre ($USD 4.06M ) è circa la media per le aziende di dimensioni simili nel mercato French ($USD 5.49M ).
Compensazione vs guadagni: La retribuzione di Alexandre è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Alexandre Bompard (53 yo)
8.8yrs
Mandato
€3,490,397
Compensazione
Mr. Alexandre Bompard has been the Chairman and Chief Executive Officer at Carrefour SA July 18, 2017. Mr. Bompard has been Chief Executive Officer of the Fnac Darty group since July 20, 2016 until Novembe...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.8yrs | €3.49m | 0.18% € 22.2m | |
| Chief Financial Officer | 8.6yrs | Nessun dato | Nessun dato | |
| Head of Financial Communciations & Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Director of Communication for Group & France | 5.7yrs | Nessun dato | Nessun dato | |
| Executive Director of Global Marketing | 4.7yrs | Nessun dato | Nessun dato | |
| Executive Director of Human Resources & Assets for the Group & France | 8.6yrs | Nessun dato | Nessun dato | |
| Head of Food Marketing | no data | Nessun dato | Nessun dato | |
| General Secretary | 8.8yrs | Nessun dato | Nessun dato | |
| Advisor to The CEO | 8.6yrs | €775.56k | Nessun dato |
8.6yrs
Durata media
55.5yo
Età media
Gestione esperta: Il team dirigenziale di CA è esperto e expertise (durata media dell'incarico 8.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.8yrs | €3.49m | 0.18% € 22.2m | |
| Director | 17.8yrs | €75.42k | 0.00014% € 17.1k | |
| Member of Food Advisory Committee | 7.7yrs | Nessun dato | Nessun dato | |
| Vice-Chairman of the Board | 10.9yrs | €115.00k | 0.00046% € 56.3k | |
| Independent Director | 7.9yrs | €70.92k | 0.00014% € 17.1k | |
| Independent Lead Director | 8.9yrs | €125.00k | 0.00028% € 34.3k | |
| Director | 10.9yrs | €55.00k | 0.00017% € 20.8k | |
| Independent Director | 7.9yrs | €75.42k | 0.00014% € 17.1k | |
| Member of Food Advisory Committee | 7.7yrs | Nessun dato | Nessun dato | |
| Member of Food Advisory Committee | 7.7yrs | Nessun dato | Nessun dato | |
| Member of Food Advisory Committee | 7.7yrs | Nessun dato | Nessun dato | |
| Member of Food Advisory Committee | 7.7yrs | Nessun dato | Nessun dato |
7.9yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CA sono considerati esperti (durata media dell'incarico 7.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 13:09 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Carrefour SA è coperta da 35 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Marta Diaz | Banco de Sabadell. S.A. |
| Timothy Attenborough | Banco Santander |