Carrefour SA

Report azionario ENXTPA:CA

Capitalizzazione di mercato: €11.4b

Carrefour Gestione

Criteri Gestione verificati 4/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Alexandre Bompard

Amministratore delegato

€3.5m

Compenso totale

Percentuale dello stipendio del CEO45.84%
Mandato del CEO9yrs
Proprietà del CEO0.2%
Durata media del management8.8yrs
Durata media del Consiglio di amministrazione8.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • Jul 01

CA: New Plan Execution And Lower Discount Rate Will Drive Future Upside

The analyst price target for Carrefour has shifted from €18.50 to €20.10, reflecting updated views from recent research. Some analysts argue the stock does not fully reflect its new plan, while others remain cautious.
Aggiornamento della narrazione • Jun 17

CA: Recent Rating Upgrades And 2026 Meeting Will Shape Balanced Share Outlook

Analysts have raised their price target on Carrefour by €1, reflecting updated assumptions that include a slightly lower discount rate and modestly revised future P/E expectations, supported by recent research that has become more positive on the stock. Analyst Commentary Recent research on Carrefour highlights a more constructive tone on the stock, with the €1 price target increase framed around valuation inputs such as the discount rate and future P/E assumptions rather than new fundamental disclosures.
Articolo di analisi • Jun 17

Carrefour (ENXTPA:CA) Stock Could Be 5.4% Overvalued After Its CSR Push

Carrefour (ENXTPA:CA) has put its new Corporate Social Responsibility strategy in the spotlight, linking sustainability goals with its retail operations while it adjusts its debt profile and draws fresh investor attention. See our latest analysis for Carrefour. Recent interest around Carrefour’s CSR push and debt refinancing comes against a backdrop of a €16.62 share price and solid momentum, with a year to date share price return of 15.3% and a 1 year total shareholder return of 37.39%...
Aggiornamento della narrazione • Jun 03

CA: Upgraded Rating And 2026 Meeting Will Temper Limited Upside Potential

Analysts have nudged their Carrefour price targets higher by about €1, citing recent upgrades alongside slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E as the key drivers of this updated view. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade and higher price targets are grounded in refreshed assumptions on revenue growth, which, in their view, support a slightly higher valuation without relying on aggressive scenarios.
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...
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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

Come è cambiata la remunerazione di Alexandre Bompard rispetto agli utili di Carrefour?
DataCompenso totaleStipendioUtili della società
Dec 31 2025€3m€2m

€977m

Jun 30 2025n/an/a

€326m

Mar 31 2025n/an/a

€525m

Dec 31 2024€3m€2m

€998m

Jun 30 2024n/an/a

€837m

Mar 31 2024n/an/a

€884m

Dec 31 2023€5m€2m

€930m

Sep 30 2023n/an/a

€1b

Jun 30 2023n/an/a

€1b

Mar 31 2023n/an/a

€1b

Dec 31 2022€4m€2m

€1b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€993m

Mar 31 2022n/an/a

€998m

Dec 31 2021€4m€2m

€1b

Sep 30 2021n/an/a

€971m

Jun 30 2021n/an/a

€939m

Mar 31 2021n/an/a

€801m

Dec 31 2020€4m€1m

€663m

Sep 30 2020n/an/a

€540m

Jun 30 2020n/an/a

€416m

Mar 31 2020n/an/a

€223m

Dec 31 2019€7m€2m

€29m

Compensazione vs Mercato: La retribuzione totale di Alexandre ($USD 3.99M ) è circa la media per le aziende di dimensioni simili nel mercato French ($USD 5.66M ).

Compensazione vs guadagni: La retribuzione di Alexandre è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Alexandre Bompard (54 yo)

9yrs
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

NomePosizioneMandatoCompensazioneProprietà
Alexandre Bompard
Chairman & CEO9yrs€3.49m0.21%
€ 24.4m
Matthieu Malige
Chief Financial Officer8.8yrsNessun datoNessun dato
Sebastien Valentin
Head of Financial Communciations & Investor Relationsno dataNessun datoNessun dato
Charles Hufnagel
Executive Director of Communication for Group & France5.8yrsNessun datoNessun dato
Caroline Dassie
Executive Director of Global Marketing4.8yrsNessun datoNessun dato
Jérôme Nanty
Executive Director of Human Resources & Assets for the Group & France8.8yrsNessun datoNessun dato
Juan Cubillo
Head of Food Marketingno dataNessun datoNessun dato
Laurent charles Vallee
General Secretary8.9yrsNessun datoNessun dato
Pierre-Jean Jerome Sivignon
Advisor to The CEO8.8yrs€775.56kNessun dato
8.8yrs
Durata media
56.5yo
Età media

Gestione esperta: Il team dirigenziale di CA è esperto e expertise (durata media dell'incarico 8.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Alexandre Bompard
Chairman & CEO9yrs€3.49m0.21%
€ 24.4m
Charles Edelstenne
Director18yrs€75.42k0.00014%
€ 15.9k
Emmanuel Faber
Member of Food Advisory Committee7.8yrsNessun datoNessun dato
Philippe J. Houze
Vice-Chairman of the Board11.1yrs€115.00k0.00046%
€ 52.4k
Stephane Courbit
Independent Director8.1yrs€70.92k0.00014%
€ 15.9k
Marie-Laure de Chalon
Independent Lead Director9.1yrs€125.00k0.00028%
€ 31.9k
Patricia Moulin-Lemoine
Director11.1yrs€55.00k0.00017%
€ 19.4k
Aurore Domont
Independent Director8.1yrs€75.42k0.00014%
€ 15.9k
Lucie Basch
Member of Food Advisory Committee7.8yrsNessun datoNessun dato
Myriam Boure
Member of Food Advisory Committee7.8yrsNessun datoNessun dato
Jean Imbert
Member of Food Advisory Committee7.8yrsNessun datoNessun dato
Francois Mandin
Member of Food Advisory Committee7.8yrsNessun datoNessun dato
8.1yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CA sono considerati esperti (durata media dell'incarico 8.1 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/05 19:51
Prezzo dell'azione a fine giornata2026/07/03 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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. 12 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.

AnalistaIstituzione
Volker BosseBaader Helvea Equity Research
Marta DiazBanco de Sabadell. S.A.
Timothy AttenboroughBanco Santander