Opinions
Michael Hakes - CFA, MBA
Kingfisher
KGF-LSE
PAST TOP PICK
May 09, 2025
N/A
Stock price when the opinion was issued
Consumer Products
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TOP PICK
Home Depot of Europe. UK and France are focus markets. Challenges (inflation) in Europe putting pressure on stock. Margins are starting to rise - especially in France. Inventory management getting better. Consumer sentiment getting better in Europe. Savings rates are high, but expecting interest rate cuts will lead to further consumer spending. ~5% dividend yield is safe.
Consumer Products
Nice yield over 4%. Trying to turnaround margins in France to match other segments; no luck yet, but optimism remains. High savings rates in France have put a lid on consumer spending. UK-US trade deal may boost optimism and spending.