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15 Jun 2020
SECTOR | Retail & E.commerce | Time to Refocus on Self-Help Stories
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SECTOR | Retail & E.commerce | Time to Refocus on Self-Help Stories
CECONOMY AG (CEC:WBO), 0 | Casino, Guichard-Perrachon SA (CO:PAR), 0 | Carrefour SA (CARR:WBO), 0 | Fnac Darty SA (FNAC:PAR), 0
- Published:
15 Jun 2020 -
Author:
Clement Genelot -
Pages:
20
Time for sector rotation. In mid-March, we took a cautious approach by favouring food retailers (i.e. Ahold Delhaize and Carrefour) and steering clear of all traditional specialised retailers (i.e. Ceconomy, Fnac Darty and Maisons du Monde). We now believe the time is right to adjust our approach within our retail coverage universe.