(Challenges) Et si Amazon rachetait Monoprix et Carrefour s'alliait à Google

Et si Amazon rachetait Monoprix et Carrefour s'alliait à Google

Les grandes manoeuvres entre le commerce en ligne et les distributeurs alimentaires ont commencé aux Etats-Unis. En France, Amazon et Google pourraient aussi rebattre les cartes. De Franprix à Auchan en passant par Carrefour, focus sur les hypothèses les plus probables.

Depuis quelques jours, le secteur de la distribution bruisse de rumeurs sur les options stratégiques qu’Alexandre Bompard, le nouveau patron de Carrefour, pourrait être amené à prendre rapidement, notamment dans le digital. Certains s’interrogent également sur les choix que son grand concurrent, Jean-Charles Naouri, le PDG du groupe Casino, serait tenté de faire. Cette effervescence s’explique par le rachat, fin août, de la chaîne américaine de supermarchés Whole Foods Market par le géant du e-commerce Amazon.

Une percée fulgurante d'Amazon dans le commerce physique

Pour cette première percée dans le commerce physique, avec 460 points de vente aux Etats-Unis, le groupe de Jeff Bezos a dépensé 11 milliards d’euros (13 milliards de dollars), soit presque la valeur boursière de Carrefour. Et le double de Casino. A peine le deal scellé, Amazon a baissé massivement les prix de centaines de produits alimentaires, notamment des fruits et légumes bio, provoquant le recul du cours de Bourse des acteurs traditionnels de la distribution.

En France, où les ventes des grands distributeurs ne progressent guère, la perspective de voir Amazon installer sa marque dans le commerce alimentaire effraie. Cela pourrait accélérer la consolidation du marché. "Dans la mesure où les adhérents sont capables de se fédérer autour d’un projet aussi clivant, un partenariat entre Amazon et l’un des groupements coopératifs (Système U, Intermarché, Leclerc) est évidemment imaginable - s’il n’a d’ailleurs pas déjà achoppé une première fois, pointe Antoine Parison, analyste à Bryan Garnier. De même, le géant américain représente certainement un exutoire pour l’un des deux opérateurs cotés (Carrefour, Casino). La question reste de savoir quelle est pour Amazon la meilleure option en terme de formats et de maillage."

>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance:
  • N/A.
Other news:
  • RTTR -26.5% (prices $23,000,000 offering)
  • YUMA -9.6% (upsizes common stock offering and prices the 9.6 mln shares at $1/share)
  • PRTA -5.5% (announces results of a Phase 1b study of PRX003 in patients with psoriasis were insufficient to advance PRX003 into mid-stage clinical development)
  • NITE -4.3% (modestly pulling back from today's 10 point surge higher)
  • GLYC -4.1% (files for $250 mln mixed securities shelf offering ; entered $100 mln common stock Sales Agreement with Cowen via at the market offering)
  • PE -2% (reaffirms production volume guidance and defers anticipated non-operated development activity; postponements reduce estimated 3Q17 and 4Q17 production by ~1.5 MBoe per day and 2.0 MBoe per day, respectively)
  • NXST -1.1% (hearing block trade pricing)
  • CSGP -0.7% (priced offering of 2,884,616 shares of common stock at $260.00 per share)
  • HLT -0.6% (prices secondary offering of 14.61 mln shares of common stock by selling stockholders affiliated with The Blackstone Group)
Analyst comments:
  • LKSD -3% (downgraded to Sell from Neutral at Citigroup)

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance:
  • AEHR +16.5%, (also reaffirmed guidance and received follow-on orders totaling $2.7 mln from a subcontractor of initial lead FOX-XP Test and Burn-in System customer), ATEN+13.5%, SGH +11.6%, TSN +6.6%, KBH +2.7%, CAMP +1.8%
M&A news:
  • VRX +1.5% (completes sale of iNova Pharma for $930 mln)
Other news:
  • ZGNX +152.9% (reports positive top-line results from its first Phase 3 trial for its investigational drug, ZX008 for the treatment of Dravet syndrome; trial met its primary endpoint)
  • APVO +9.3% (extends cash runway $20 million - retains term loan agreement with MidCap Financial; completes sale of hyperimmune products for up to $74.5 mln )
  • PLAB +4.9% (to join S&P SmallCap 600 effective October 6 prior to the open)
  • PARR +4% (to join S&P SmallCap 600 effective October 6 prior to the open)
  • SMTS +2.5% (raises mineral resource estimate for Yauricocha Mine)
  • PPC +2.1% (following TSN guidance)
  • BLUE +2% (announces first patient treated with second anti-BCMA CAR T bb21217 in CRB-402 Phase 1 study; to receive $15 million option exercise payment from Celgene), PTCT+2% (continued strength following yesterday's rebound)
  • HRL +1.1% (following TSN guidance)
  • KKR +1.1% (Softbabnk (SFTBY) is considering financial acquisitions including taking a stake in KKR (KKR) to create $300 bln asset management unit)
  • PHM +0.9% (following KBH results)
  • SRPT +0.5% (following late move higher on PTCT FDA news)
Analyst comments:
  • CONN +6.4% (upgraded to Outperform from Perform at Oppenheimer)
  • ZYNE +4.9% (upgraded to Overweight from Neutral at Piper Jaffray)
  • ENTG +2.1% (initiated with a Buy at Loop Capital)
  • GG +1.7% (upgraded to Buy at Canaccord Genuity)
  • TRN +1.4% (upgraded to Buy from Neutral at Citigroup)
  • V +0.9% (initiated with a Overweight at Cantor Fitzgerald)

9T5 : iPhone 8 Plus reportedly splits open while charging, another claimed to ar


A Taiwanese iPhone 8 Plus owner has claimed that her device split open while being charged with the supplied cable and plug adapter. She posted photos which show damage consistent with a swollen battery.
A Japanese owner has posted similar photos of his device, which he says arrived in this state …

The first device affected is being examined by Apple, reports ifeng (via TNW).
The phone belonged to a Ms. Wu, who recently renewed her phone contract and purchased a 64GB rose gold iPhone 8 Plus.
The issue emerged five days after purchasing the phone. Wu placed her phone on charge, using the supplied cable and adaptor. After three minutes, she reported seeing the front panel bulge, and eventually lift completely from the device.
According to multiple Taiwanese outlets, the phone was later recovered by the carrier, and has since been shipped to Apple for analysis.
The Japanese owner tweeted photos of the damage to his device.
Follow
まごころ @Magokoro0511
届いたiPhone8plus、開けたら既に膨らんでた
12:03 PM - Sep 24, 2017

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While any incident affecting a new iPhone model is bound to attract media attention, it’s worth noting the usual disclaimers. First, any device manufactured in the millions will include some faulty models – the real news would be if this were not the case. Second, investigations into charging-related incidents often reveal that a third-party charger was used, even when an owner initially claims to have used the supplied Apple one.
Any device with a swollen battery should be immediately removed to a safe place, as it can indicate a lithium battery at risk of bursting into flames.
We’ve asked Apple for comment, and will update with any response.

>>> us Early premarket gappers

Early premarket gappers
Gapping up:
  • ATEN +20.3%, AEHR +16.5%, SGH +12.4%, APVO +11.1%, ROKU +6.5%, TSN +6%, PLAB +4.9%, ZYNE +4.8%, PARR +4%, KBH +3.5%, SMTS +2.5%, PPC +2.1%, VRX +1.5%, HRL +1.1%, KKR +1.1%, V+1%, PHM +0.9%, BLUE +0.8%
Gapping down:
  • YUMA -9.6%, PRTA -5.5%, ZGNX -5.2%, NITE -4.3%, GLYC -2.7%, PE -2%, NXST -1.1%, CSGP -0.7%, HLT -0.5%