{"id":77712,"date":"2023-05-10T10:03:32","date_gmt":"2023-05-10T08:03:32","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=77712"},"modified":"2023-05-11T12:01:21","modified_gmt":"2023-05-11T10:01:21","slug":"les-greves-chez-delhaize-reduisent-un-peu-la-marge-dahold-delhaize","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/food\/les-greves-chez-delhaize-reduisent-un-peu-la-marge-dahold-delhaize\/","title":{"rendered":"Les gr\u00e8ves chez Delhaize r\u00e9duisent (un peu) la marge d’Ahold Delhaize"},"content":{"rendered":"\n

Ahold Delhaize<\/strong> a poursuivi sa belle croissance au cours du dernier trimestre, bien que les gr\u00e8ves chez Delhaize aient pes\u00e9 sur les ventes et les b\u00e9n\u00e9fices en Europe. Les Belges ont caus\u00e9 (en partie) une baisse de la marge d’exploitation.<\/p>\n\n\n\n

Les gr\u00e8ves p\u00e8sent sur le b\u00e9n\u00e9fice Europ\u00e9en<\/h2>\n\n\n\n

L’inflation reste un d\u00e9fi, insiste le CEO Frans Muller en annon\u00e7ant les r\u00e9sultats trimestriels. Pourtant, Ahold Delhaize semble avoir d’autres maux de t\u00eate. La marge d’exploitation sous-jacente a atteint 4 %, soit 20 points de base (0,02 %) de moins qu’il y a un an. Les \u00c9tats-Unis, pays important, ont toutefois enregistr\u00e9 une forte croissance des b\u00e9n\u00e9fices.<\/p>\n\n\n\n

La situation est moins bonne en Europe, o\u00f9 le b\u00e9n\u00e9fice d’exploitation a chut\u00e9 de 21,2 % pour s’\u00e9tablir \u00e0 202 millions d’euros. Natalie Knight, directrice financi\u00e8re d\u00e9missionnaire, \u00e9voque l’augmentation des co\u00fbts en Europe, en particulier les prix de l’\u00e9nergie, mais aussi la gr\u00e8ve chez Delhaize. Ahold Delhaize veut franchiser ses 128 magasins Delhaize en Belgique, ce qui provoque de nombreuses protestations de la part des syndicats. Si l’on exclut l’impact de l’augmentation des co\u00fbts de l’\u00e9nergie et des gr\u00e8ves, les marges d’exploitation sous-jacentes auraient \u00e9t\u00e9 l\u00e9g\u00e8rement sup\u00e9rieures \u00e0 celles de l’ann\u00e9e derni\u00e8re.<\/p>\n\n\n\n

1,6 point de pourcentage de chiffre d’affaires manqu\u00e9<\/h2>\n\n\n\n

Le chiffre d’affaires aurait \u00e9t\u00e9 encore plus \u00e9lev\u00e9 sans les gr\u00e8ves. Le chiffre d’affaires du groupe a augment\u00e9 de 6,3 % au cours du trimestre pour atteindre 21,6 milliards d’euros, une croissance bien support\u00e9e par les \u00c9tats-Unis (6,2 %) et l’Europe (6,1 %). Sans les gr\u00e8ves en Belgique, les ventes comparables europ\u00e9ennes auraient toutefois augment\u00e9 de 7,7%, reconna\u00eet Frans Muller. Petercam a estim\u00e9 les ventes manqu\u00e9es \u00e0 100 millions d’euros, Ahold Delhaize lui-m\u00eame ne donne pas de chiffres exacts.<\/p>\n\n\n\n

Les ventes nettes en ligne ont augment\u00e9 de 5,9 % au cours du trimestre, toujours gr\u00e2ce aux \u00c9tats-Unis (11,9 %), o\u00f9 les consommateurs commandent de plus en plus leurs courses en ligne. En Europe, Ahold Delhaize a vendu pour 1,8 milliard d’euros par le biais du commerce \u00e9lectronique, soit une croissance modeste de 2,5 %. Pourtant, le commerce \u00e9lectronique est d\u00e9j\u00e0 plus important en Europe qu’aux \u00c9tats-Unis et il y a une explication \u00e0 cela : Bol.com.<\/p>\n\n\n\n

Bol.com retrouve la croissance<\/h2>\n\n\n\n

Depuis le boom suite au Covid, Bol.com a connu un certain marasme, m\u00eame si le grand magasin en ligne renoue aujourd’hui avec la croissance. La plateforme a vendu pour 1,3 milliard d’euros de produits au dernier trimestre, soit une hausse de 1,2 % par rapport \u00e0 l’ann\u00e9e derni\u00e8re et une am\u00e9lioration de son taux de croissance par rapport au quatri\u00e8me trimestre 2022.<\/p>\n\n\n\n

\u00ab Maintenant que nous avons d\u00e9pass\u00e9 les comparaisons difficiles de COVID, nous nous attendons \u00e0 ce que les taux de croissance s’am\u00e9liorent de mani\u00e8re significative \u00e0 l’avenir, \u00bb d\u00e9clare la soci\u00e9t\u00e9. Entre autres, la plateforme mise fortement sur la publicit\u00e9 (+13 %) et les services logistiques pour augmenter ses revenus.<\/p>\n\n\n\n

Pour le reste de l’ann\u00e9e, Ahold Delhaize s’en tient \u00e0 ses pr\u00e9visions ant\u00e9rieures de b\u00e9n\u00e9fices stables. L’entreprise reste \u00e9galement fid\u00e8le \u00e0 son projet de rendre tous les supermarch\u00e9s Delhaize ind\u00e9pendants. Muller a r\u00e9affirm\u00e9 ces projets, qu’il a qualifi\u00e9s de \u00ab courageux \u00bb. Bien que cela \u00ab demande beaucoup de courage et soit perturbant \u00e0 court terme, je suis convaincu que ces mesures assureront \u00e9galement le succ\u00e8s \u00e0 long terme de nos marques, pour le b\u00e9n\u00e9fice de toutes nos parties prenantes \u00bb.<\/p>\n","protected":false},"excerpt":{"rendered":"

Ahold Delhaize a poursuivi sa belle croissance au cours du dernier trimestre, bien que les gr\u00e8ves chez Delhaize aient pes\u00e9 sur les ventes et les b\u00e9n\u00e9fices en Europe.<\/p>\n","protected":false},"author":5,"featured_media":31637,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[24],"tags":[],"people":[200],"extra":[44],"company":[124,390,196],"topic":[266],"region":[],"class_list":["post-77712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-food","people-frans-muller","extra-hot","company-ahold-delhaize","company-bol-com","company-delhaize","topic-resultats-financiers"],"acf":[],"yoast_head":"\nLes gr\u00e8ves chez Delhaize r\u00e9duisent (un peu) la marge d'Ahold Delhaize - RetailDetail BE<\/title>\n<meta name=\"description\" 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