CARREFOUR S DRC Stock Forum

Costco's stock price has surged by 32.3% this year, from $653.56 to $870.75, outperforming both the S&P 500 and S&P Retail Select Industry Index, which gained 15.0% and 4.9% respectively. If we look back over the past 20 years, Costco's stock price has skyrocketed more than 32 times!
After Warren Buffett selling $1.3 billion worth of Costco stock in Q3 of 2020, Costco's stock price continued to soar. L...

Government interventions may lead to an oligopolistic takedown in the grocery industry. Carrefour's move to stop selling PepsiCo products is a bizarre marketing situation and a power play against suppliers. The proposed grocery code could be seen as institutionalized misconduct, replacing consumer power and role.

The ongoing dispute between PepsiCo and Carrefour over pricing could potentially impact PepsiCo's revenue and its relationship with other retailers. The French government's pressure on suppliers to lower prices could also affect PepsiCo's profitability in the region.

Carrefour dropping PepsiCo products shows rising resistance to cost inflation from retailers. This could harm PepsiCo's European market presence and result in a bearish outlook for the stock.

HSBC touts Carrefour's focus on pricing, value, quality as a compelling equity story amidst increasing competition and purchasing power pressure. The bank also lauds the potential of Carrefour's private labels for differentiation and loyalty, and anticipates Brazil as a Q3 tailwind.