Opinions Michael Hakes - CFA, MBA
KingfisherKGF-LSEPAST TOP PICKMay 09, 2025
N/A
Stock price when the opinion was issued
Consumer Products
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
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.