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Casino Guichard-Perrachon (CO) investor relations material
Casino Guichard-Perrachon Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary24 Nov, 2025
Strategic vision and transformation
Renouveau 2030 plan extends the previous 2028 strategy, focusing on financial and operational restructuring, refocusing on convenience retail, and sustainable growth through 2030.
Key levers include improving customer experience, brand differentiation, franchisee success, and supplier partnerships.
Human resources strategy emphasizes talent development, new management culture, and cost optimization.
Corporate social responsibility initiatives target local community engagement and environmental preservation.
Shared service centers and centralized resources aim to improve efficiency and reduce costs across brands.
Financial trajectory and targets
2028 targets for EBITDA, cash conversion, and capex are confirmed, with a 2025–2030 CAGR of +4.3% for GMV and +2.4% for net sales.
Adjusted EBITDA is projected to grow from €197m in 2025 to €644m in 2030, with FCF before financial expenses rising from -€108m to €286m.
Cumulative net capex of €1.7bn is planned for 2025–2030, with a focus on refurbishment, maintenance, and expansion.
An additional €150m+ in savings is targeted over 2029–2030 through shared services, rent renegotiation, and logistics optimization.
Brand strategies and business plans
Monoprix aims for 100% store renovation by 2030, expansion in strategic regions, and enhanced omni-channel services, targeting €4.4bn net sales and €201m FCF by 2030.
Franprix plans to convert 85% of stores to the Oxygène concept, open 200 new stores, and improve franchisee profitability, targeting €1.76bn net sales and €48m FCF by 2030.
Casino Vival/SPAR focuses on portfolio rationalization, franchise transfers, and new concepts, aiming for €1.53bn net sales and break-even FCF by 2030.
Naturalia targets 70% of stores in the La Ferme concept, new organic offerings, and loyalty program reinforcement, with €349m net sales and €9m FCF by 2030.
Cdiscount seeks to grow its customer base by 15%, expand marketplace and B2B activities, and improve customer experience, targeting €1.2bn net sales and €61m FCF by 2030.
Impact of FRH equity on leverage ratio by 2029
Breakdown of
150m+ efficiency savings by 2030
Strategy to defend Paris market leadership
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Next Casino Guichard-Perrachon earnings date
H2 202526 Feb, 2026
Next Casino Guichard-Perrachon earnings date
H2 202526 Feb, 2026
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Frequently asked questions
Casino Group or Casino Guichard-Perrachon is a French mass-market retail group. The company operates range of hypermarkets, supermarkets, shopping centers, and e-commerce sites, as well as convenience, discount, and cash and carry stores. It was founded on 2 August 1898 by Geoffroy Guichard under the corporate name Guichard-Perrachon & Co. The company is headquartered in Saint-Étienne, France.
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