Consumer Groups Q1 takeaways: globally reassuring!

News published on May Tuesday 26, 2015
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Q1 results were globally very positive for consumer groups with both organic growth in line or marginally above expectations and, more importantly, with a positive forex impact that has sometimes been above anticipations. On top of our Top picks in the sector which are Dia (Buy, EUR8.5 FV), Hugo Boss (Buy, EUR128 FV), Pernod Ricard (Buy, EUR129 FV), we want also to favour Carrefour (Buy, EUR34 FV), Luxottica (Buy, EUR63 FV), Heineken (Buy, EUR78 FV) and Richemont (Buy, CHF100 FV).

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