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Carrefour's 2030 plan aims to boost profits and market share in key markets with cost cuts, tech investments, and strategic sales, but shares fell and analysts remain cautious.
Carrefour unveiled a 2030 strategy to boost profitability and market share in France, Spain, and Brazil, targeting 25% in France and 20% in Brazil, with operating margins rising to 3.5% by 2030.
The company plans 1 billion euros in annual cost savings through franchise expansion, AI, and tech investments, while raising capital expenditures to 2.0 billion euros by 2030.
It sold its Italian and Romanian units, is taking private its Brazilian unit Atacadao, and refinancing debt.
Despite a 2.8% like-for-like revenue rise in 2025 and a 5.4% dividend increase, operating profit declined, shares dropped over 4%, and analysts remain cautious about the timing and execution of the plan.
El plan de Carrefour para 2030 tiene como objetivo aumentar las ganancias y la cuota de mercado en mercados clave con recortes de costos, inversiones en tecnología y ventas estratégicas, pero las acciones cayeron y los analistas siguen siendo cautelosos.