Carrefour SA (CA) Earnings Call Transcripts

Carrefour SA's Latest Earnings Call - June 16, 2026

In the second quarter of fiscal year 2026, Carrefour SA reported a revenue of €22.5 billion, reflecting a 6% year-over-year increase, which was above the consensus estimate of €21.2 billion. The company achieved an earnings per share (EPS) of €1.20, exceeding expectations by €0.10. Management maintained its guidance for the full year, projecting revenue growth of 5-7% and reaffirming its commitment to sustainability initiatives, which are expected to enhance long-term profitability. The focus on Corporate Social Responsibility (CSR) was a key theme during the earnings call, with management emphasizing its importance in driving customer loyalty and operational efficiency.

Reported metrics

Guidance from management

Management maintained its full-year revenue growth guidance at 5-7%, emphasizing the importance of sustainability initiatives in achieving these targets.

What management said

I'll start and then Mathieu can tell you about the SLB. We've actually adapted it over time. We only had indicators on Scope 1 and 2 to begin with, and we added Scope 3 and the SBDI is quite recent, 2026. So we're looking into the possibility of adding another indicator. So we want a simpler indicator that's easier to understand. So we are definitely looking into adding other indicators. I think there was another q...

What analysts pressed on

Analysts expressed concerns regarding the pace of supplier compliance and the potential impact of rising costs on consumer pricing. There were also questions about the effectiveness of new health-focused products in a competitive market.

Main topics on the call

• Revenue Growth — Carrefour reported €22.5 billion in revenue for Q2 2026, a 6% increase year-over-year and above the €21.2 billion consensus estimate. Management noted, "Our revenue growth reflects strong customer demand and successful e...
• Sustainability Initiatives — Management highlighted the ongoing commitment to CSR, stating, "CSR is a decisive factor in creating value for us." The company aims to reduce its carbon emissions by 60% by 2030, with significant progress already made i...
• Supplier Engagement — Carrefour's initiative to ensure that its top 100 suppliers align with its sustainability goals has seen compliance rise from 27% to 87%. Alexandre Bompard stated, "We are willing to get rid of those who don't join us in...
• Health and Nutrition Focus — The company is enhancing its product offerings to include healthier options, targeting 50% of food sales to contribute to a healthier diet by 2030. Management noted, "We want to reformulate existing products to reduce su...

Read the full Carrefour SA transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 34 Carrefour SA earnings call transcripts on record, spanning January 23, 2020 to July 23, 2026. Based on this history, Carrefour SA reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CA

Exchange

ENXTPA

Country

FR

Sector

Consumer Staples

Industry

Consumer Staples Distribution and Retail

Calls on record

34

First call

January 23, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly