“Many CEOs don’t dare to say it, but the priorities are cash and initiatives to preserve the margin”

Inflation in Europe and the U.S.A. is holding back non-essential household purchases, energy prices are soaring, and costs are rising for retailers. Clément Genelot, retail analyst, and Cédric Rossi, senior equity analyst at Bryan, Garnier & Co, take stock of the strategies adopted by retailers to preserve their margins in this difficult context.

Through Sophie Baqué. Published on 21 October 2022 à 10h28 - Update on 10 November 2022 à 10h08

In Europe and the U.S.A., households have started to reduce non-essential purchases. How are the retailers reacting?

Cédric Rossi: Retail is coming out of an 18-month period of interior-oriented consumption (renovation, furniture, household appliances or wellness) associated with a period of low inventories, during which the supply chain was unable to keep up with demand.…