{"id":73110,"date":"2023-02-28T10:53:28","date_gmt":"2023-02-28T09:53:28","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=73110"},"modified":"2023-03-03T13:24:31","modified_gmt":"2023-03-03T12:24:31","slug":"enkel-groei-in-latijns-amerika-voor-casino","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/nl\/news\/food\/enkel-groei-in-latijns-amerika-voor-casino\/","title":{"rendered":"Enkel groei in Latijns-Amerika voor Casino"},"content":{"rendered":"\n

De Franse supermarktgroep Casino<\/strong> kon vorig jaar quasi alleen groeien in Latijns-Amerika. Op de thuismarkt sukkelt de groep met zijn supermarkten en hypermarkten, gevoed door de inflatiemoeilijkheden.<\/p>\n\n\n\n

Verborgen verliezen<\/h2>\n\n\n\n

Casino eindigde 2022 weliswaar boven de verwachtingen: de omzet klokte af op 33,61 miljard euro, een stijging van 10% op jaarbasis en 5,2% op vergelijkbare voet. Het vierde kwartaal was goed voor 9,16 miljard euro omzet, wat eveneens neerkomt op bijna 10% jaargroei (4,4% op vergelijkbare basis). Toch gaat onder die mooie groeicijfers een minder fraai beeld schuil.<\/p>\n\n\n\n

Opvallend is vooral het grote verschil tussen de Franse en de Latijns-Amerikaanse activiteiten. Door de hoge inflatie daalden de volumes in Frankrijk, waardoor nauwelijks groei overbleef. Casino sukkelt op de thuismarkt ook al langer met zijn super- en hypermarkten. Alleen de kleinere buurtwinkels doen het nog goed, al voelt Monoprix<\/strong> in Parijs dat de toeristen nog niet allemaal terug zijn.<\/p>\n\n\n\n

Over het hele jaar steeg de omzet in de Franse fysieke winkels (dus zonder webshop Cdiscount<\/strong>) met 1,5% tot 14,2 miljard euro \u2013 veel minder dus dan de inflatie. De supermarkten en hypermarkten (samen goed voor de helft van de activiteiten in Frankrijk) verloren zelfs 0,4% en 0,1% op vergelijkbare basis. De Zuid-Amerikaanse omzet steeg nochtans met 12% op vergelijkbare basis, zowel over heel 2022 als in het vierde kwartaal.<\/p>\n\n\n\n

Onder niveau Carrefour<\/h2>\n\n\n\n

Ter vergelijking: rivaal Carrefour<\/strong> boekte in Frankrijk in het vierde kwartaal 5,6% meer vergelijkbare omzet<\/a>, stipt Barclays aan in een analyse. Zelfs de hypermarkten klommen daar met 3,7%, de supermarkten met 5,9%. Casino presteert dus duidelijk onder de markt, en niet alleen in Frankrijk. In het laatste kwartaal verkocht de groep bijvoorbeeld 9,7% meer in Brazili\u00eb: dat lijkt mooi, maar is flink minder dan de voedselinflatie van 13% in het land en lager dan de 11,1% omzetgroei van Carrefour in Brazili\u00eb.<\/p>\n\n\n\n

Casino moet dringend actie ondernemen<\/a>, besluit ook retailwatcher Olivier Dauvers. Hoe reageert de groep zelf? Met een uitbreidingsplan: vorig jaar openden 879 nieuwe buurtwinkels in Frankrijk, beklemtoont de retailer, en dit jaar wil Monoprix zijn expansie verdubbelen met de opening van honderd nieuwe winkels. Zusterketen Franprix<\/strong> wil het bestaande tempo dit jaar aanhouden, na 181 openingen in 2022. Al kan er ook een ingreep van buitenaf komen: Fnac Darty<\/strong> broedt mogelijk op plannen om samen met investeerder en Casino-aandeelhouder Daniel Kretinsky Cdiscount weg te kapen<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Casino kon vorig jaar quasi alleen groeien in Latijns-Amerika. Op de thuismarkt sukkelt de Franse groep met zijn super- en hypermarkten.<\/p>\n","protected":false},"author":5,"featured_media":30806,"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":[18],"tags":[],"people":[],"extra":[],"company":[489],"topic":[88],"region":[89],"class_list":["post-73110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-food","company-casino","topic-bedrijfsresultaten","region-frankrijk"],"acf":[],"yoast_head":"\nEnkel groei in Latijns-Amerika voor Casino - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"Casino kon vorig jaar quasi alleen groeien in Latijns-Amerika. 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