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Carrefour SA (CRRFY) Discusses Strategic Plan Focused on Market Leadership, Digital Transformation and Store Network Transcript

Seeking Alpha
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Carrefour unveiled its third strategic plan in February 2026, led by CEO Alexandre Bompard, targeting market leadership through digital transformation and store network optimization during a Massy HQ presentation. The retailer, serving 10 million daily customers with 500,000 employees, emphasized customer obsession, innovation, and financial strength as core pillars of its renewed strategy. Bompard highlighted Carrefour’s industry-leading position in private labels, e-commerce, and digital adoption, noting competitors frequently replicate its models. The plan builds on past successes, with leadership citing agility and a talented management team as key drivers for future growth in a rapidly evolving retail landscape. Analysts from firms like Jefferies and Bernstein attended, signaling strong investor interest in Carrefour’s long-term vision and operational resilience.
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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Carrefour SA (CRRFY) Discusses Strategic Plan Focused on Market Leadership, Digital Transformation and Store Network February 18, 2026 4:00 AM EST Company Participants Alexandre Bompard - Chairman & CEOMatthieu Malige - Chief Financial OfficerSebastien Valentin - Head of Financial Communciations & Investor Relations Conference Call Participants François Digard - Kepler Cheuvreux, Research DivisionFrederick Wild - Jefferies LLC, Research DivisionWilliam Woods - Bernstein Institutional Services LLC, Research DivisionRobert Joyce - BNP Paribas, Research DivisionLizzie Woo Presentation Alexandre BompardChairman & CEO [Interpreted] Hello, everyone. Thank you for joining us today. It is a great pleasure to welcome you to our Massy headquarters for the presentation of our new strategic plan. On behalf of all the teams who contributed to organizing this event, let me tell you how much we appreciate your presence today, which shows your interest in our group. And I would like to particularly welcome the members of our Board of Directors, our shareholders, the financial analysts and members of the press here today as well as those following us remotely. As we open a new chapter in Carrefour's history and for my part, a third strategic plan, I would like to express how proud I am of what our group is today. Thanks to the commitment of the 500,000 staff members working for Carrefour banners worldwide to serve the 10 million customers we welcome every day. And thanks to a talented management team, Carrefour is doing well. Customer obsession is the norm. The group is innovative, agile and financially strong. On many topics, our purpose, our private labels, our digital transformation and our e-commerce, Carrefour is at the forefront of the industry. It's closely watched and often copied. Let's take a look back at how the group has evolved. [Presentation] Alexandre BompardChairman & CEO [Interpreted] As you

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