In today’s briefing:
- Berli Jucker (BJC TB) – Big C Recovery in Motion
Berli Jucker (BJC TB) – Big C Recovery in Motion
- Berli Jucker booked a solid set of results for 4Q2024, with margin improvements across its four major segments, but its modern retail supply chain under Big C stood out.
- A call with Big C confirmed strong momentum behind SSSG, driven by its ongoing move into fresh food and private label, which are both outperforming overall growth.
- Packaging, consumer, and healthcare & technical supply chains are also seeing strong recovery, whilst valuations look attractive from a historical perspective.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
