This post is not aimed at traders or people looking for "hot stocks", but at the long-term buy & hold shareholders in this forum.
In the past, I have repeatedly asked myself who benefits most from the constantly rising prices of food and everyday consumer goods. In my opinion, it is primarily the retailers, not the producers of these products. Manufacturers of branded products such as Unilever $ULVR (+1,38%) , Nestle $NESN (-0,62%) or KraftHeinz $KHC (+1,13%) suffer from the fact that they do not have their own distribution channels and retailers have built up massive competition through private labels, which puts additional pressure on the margins of branded companies.
In Germany, the retail sector is largely in the hands of family businesses (Lidl, Aldi, Kaufland, Rossmann, DM, etc.), so it is not possible to invest via the stock market. Internationally, however, things look better, as there are companies traded on the stock exchange such as Walmart $WMT (-1,92%) , Costco $COST (-0,19%) or Target $TGT (+0,82%) which also earn good money. I would say that these stocks are also the ones that get the most public attention. At the same time, these companies are also very US-centric and have struggled to expand into markets outside the US in the past.
Recently, however, I came across a video that compares the expansion of retail chains around the world and here I noticed a value that I had hardly noticed before. It's about Carrefour $CA (+0,33%) . I can no longer find the exact video, but it was close to the one I'm linking here: https://www.youtube.com/watch?v=vhszDvl7Lbg
I wonder why Carrefour is hardly noticed by investors. Is it because of the chart development? Is it because of the company's figures? Is it because the company is based in France and the withholding tax on dividends there? Or is it simply a brand that you rarely come across in this country?
I have put the stock on my watchlist. What is your opinion?
