Upcoming Q1 Data Releases for CAC 40 and Dow Jones Companies

After Vivendi, four other member companies of the Cac 40 will address the financial community on the occasion of the presentation of their first quarter data: Carrefour, Dry, Teleperformance et Vinci. The week will have no less than 20 publications, or half of the components of the flagship index.

For the number one European retailer, we are waiting to know the “volume” component of turnover, which will be supported by inflation. A comment on the margin would be appreciated. At Kering, once again, the market will only have eyes for Gucci and China. Yves Saint Laurent should once again show dynamic growth. Regarding the world number one in call center management, we will particularly monitor the activity related to travel, on which CEO Daniel Julien was very optimistic in a recent interview. Finally, for Vinci, the consensus established by FactSet expects quarterly sales of 13.9 billion euros, up 8.8%.

Excluding CAC 40, Bic, Exel Industries, Haulotte Group, Implant, Corian, M6, Manitou, Plastic of everything, Valeo et Visitation also reveal their health report at the end of March.

Five announcements at the Dow Jones

Internationally, the program is just as full, with a large delivery of quarterly results, like 3M, Microsoft, McDonald’s, Verizon et Visacomponents of the Dow Jones, but also of Gafam Alphabet, General Electric, General Motors, PepsiCo, Raytheon Technologies, Halliburton, TexasInstruments et UPS. Outside the United States, Akzo Nobel, Novartis et UBS are also on deck.

Statistical appointments are American only. We expect the index at 3 p.m. S&P Case Shiller real estate prices in February (consensus: -0.4%), then at 4 p.m. sales of new homes of March, the index of consumer confidence in April as published by the Conference Board (104.4 points, after 104.2) and themanufacturing survey of the month of the same month, presented by the Richmond Federal Reserve.