CENTRALE D'ACHAT FRANÇAISE POUR L'OUTRE-MER (CAFO.PA)

Thursday

7:16 PM

Thesis: The recent decline in net income and rising commodity prices are raising concerns about margin sustainability, overshadowing potential growth from new partnerships.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$418M	$437M
Rev. Growth	+2.5%	+4.5%
EPS	$1.63	$1.40
EPS Growth	+61.4%	-14.1%
P/E	5.2×	6.0×

What Moves the Stock

1Changes in consumer spending patterns in French overseas territories
2Supply chain disruptions affecting product availability
3Fluctuations in local currency exchange rates impacting purchasing power
4Competitive pricing strategies from local and international retailers
5Food products - 60%
6Household goods - 25%
7Personal care items - 15%
8Sustainability in retail practices

FY2025 Snapshot

Revenue: $437M
Rev. Growth: +4.5%
Gross Margin: 52.1%
Op. Margin: 5.6%
Net Margin: 2.9%
Net Income: $13M
NI Growth: -13.9%
EPS: $1.40
1Y Return: -2.3%

CAFO.PA Chart

My Notes

"Management noted, 'While we are optimistic about our new initiatives, we must navigate the challenging cost environment.'"
Moat: The company's established relationships with local suppliers provide a competitive edge…
value - Investors may be attracted to the stock due to its low valuation metrics, such as a Price/Sales ratio of 0.3x.
Interest rates affect consumer borrowing costs and spending capacity, which can impact sales.
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross Margin Percentage.

One Sentence Summary:

Centrale d'Achat Française pour l'Outre-Mer: the story is balanced — changes in consumer spending patterns in french overseas territories.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance