Adrien Chavanne

More bad news for the French fry giant

Just when it seemed that American potato specialist Lamb Weston had more or less put its troubles behind it, second-quarter figures chilled the mood. The group, which supplies some of the biggest fast-food chains, drops 25% and falls back to its 2017 levels.

December 29, 2025 at 08:36 am

Carnival cruises are doing well

The world leader in cruises, which notably operates the Costa Cruises, Princess Cruises and Carnival Cruise Line brands, saw its shares surge late last week. It now has a clear outlook.

December 23, 2025 at 04:03 am

Travel at full throttle at Expedia

The online travel-booking specialist is at an all-time high. Even so, the company is walking a on a ridge, as the online travel ecosystem could be completely reshaped by AI, fierce competition and changing user habits. Here is where things stand.

December 17, 2025 at 11:59 am

The end of America's budget euphoria penalizes defense and consulting

The budget cuts sought by Donald Trump have hurt some - notably the management, technology and engineering services consultancy Booz Allen. This company, whose market capitalization is just over $10bn, posted an exceptional run over 2014-2024, with its share price increasing tenfold. However, the sharp slowdown in federal civil contracts and the political environment now force the company to accelerate headcount reductions and markedly revise its financial ambitions.

December 17, 2025 at 08:27 am

At Lululemon, less is more

The release of Q3 results and the announcement of CEO Calvin McDonald's departure have lifted investors' spirits, with the stock price halved since the start of the year.

December 12, 2025 at 08:56 am

Is AutoZone ready to put its foot down again?

Despite strong business momentum, the US auto parts specialist is being caught by the impact of tariffs. The stock had soared since 2021, but has dropped 20% since September. Should we worry, or instead see an opportunity?

December 11, 2025 at 09:47 am

An opportunity to seize in The Campbell's Company?

The soup-and-snack giant's share price is at a 10-year low. Blame inflation and tariffs.

December 10, 2025 at 10:38 am

Inditex puts its foot down again

Powered by a better-than-expected Q3 and a solid month of November, the owner of Zara confirms that the slowdown at the start of the year was only a temporary hitch.

December 04, 2025 at 01:28 am

AI doesn't do everything at Workday

Despite results in line with Wall Street expectations, the human resources software giant's stock slumped.

November 27, 2025 at 03:14 pm

Eli Lilly joins a very exclusive club

The weight-loss and diabetes drug giant is joining the select group of companies with market caps of over one trillion dollars.

November 27, 2025 at 05:38 am

Arthur J Gallagher: Excessive punishment?

A massive deal, a disappointing quarter and a share price that has fallen by 30% since last June. That is how to resume the summer and autumn of the US insurance brokerage giant.

November 26, 2025 at 05:55 am

Soitec takes another hit

Despite Q2, which was in line with expectations, and a strong sequential rebound after a particularly weak Q1, Soitec enters H2 in a tough environment. Its full-year guidance is well below market expectations. Concerns center on the inventory adjustment cycle and ongoing weak demand for its main end-markets. The stock has fallen by over 25%, and its trajectory has been catastrophic over the past four years.

November 20, 2025 at 09:46 am

Health insurers are taking another hit

In an offensive post on Truth Social, Donald Trump lambasted health insurers for capturing trillions of dollars and cheating America. The sector has already been shaken by a series of negative signals (lowered forecasts for several companies, federal investigations, social tensions, etc.). Listed stocks are facing another shock.

November 19, 2025 at 02:52 am

Stora Enso: How are Nordic forests valued?

The Finnish-Swedish packaging solutions giant is set to split up and float its Swedish forestry assets on the stock market. Let's take a look at how such assets are valued.

November 18, 2025 at 09:06 am

Slump for the owner of discount retailer Action

The holding company's share price fell sharply after the publication of its interim results. However, the figures are relatively good: profits rose, asset value is up and it has increased its dividend. Investors are taking their profits and questioning the group's dependence on its main asset.

November 13, 2025 at 10:41 am

Better times ahead for Alcon

The eye care giant has released its Q3 results. In recent months, the stock has lost ground, experiencing one of the worst periods in its stockmarket history. The end of the year should finally offer more encouraging signs.

November 12, 2025 at 11:06 am

Will OpenAI devour Software publishers?

OpenAI could be set to transform the software publishing industry. With ChatGPT, OpenAI becomes a gateway to all applications. This change would be convenient for the general public, but it would fundamentally alter how software is distributed and even designed.

November 07, 2025 at 09:10 am

How do interest rates influence the stock market?

Interest rates have always been a permanent feature of the equity markets. Long before the era of social media and 24-hour news, central bankers already played a key role in the economic game. Paul Volcker in the late 1970s, Alan Greenspan, then Ben Bernanke in 2008, and now Jerome Powell: all have shaped the environment in which investors operate. Their influence is such that in the United States, the market has become accustomed to the idea of a "Fed put," the implicit safety net provided by the central bank-for better or for worse. But why do interest rates have such an impact on the stock markets?

November 07, 2025 at 04:01 am

Things are going badly for Pinterest.

Pinterest shares fell 20% after releasing its Q3 results, with the outlook leaving no room for enthusiasm.

November 05, 2025 at 10:16 am

Chipotle continues to disappoint

Under pressure for several quarters now, the burrito chain is facing its most difficult period since 2017, when the group was rocked by a series of health scandals. Today, the stock is down 18% following the release of its Q3 figures and outlook.

October 30, 2025 at 11:13 am

Neste: a fuel producer that is the opposite of oil

Neste is a Finnish company specializing in the production of fuels and raw materials from renewable resources such as used cooking oil, animal fats, and recycled plastics.

October 29, 2025 at 12:03 pm