contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


dnb-carnegie-access-pricer-americas-grew-order-book-declines-q4-review

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Pricer operates in the technology industry and focuses on the development and manufacture of electronic price marking systems for the retail trade. The company's products are aimed at stores and retail chains. The business is global with a main presence in Europe, North America and Asia. Pricer was founded in the year of 1991 and is headquartered in Stockholm.

Inderes              PRICER: Pricer continues as partner to Carrefour but no longer as exclusive...    For many years Pricer has been the exclusive supplier to the retail group Carrefour. Today Carrrefour has decided to introduce an additional supplier for the sourcing of digital in-store solutions...                             https://investor.vusion.com/English/news-events/press-releases/press-releases-details/default.aspx?id=96634 Vusion is taking a customer from Pricer, as Carrefour is implementing Vusion’s services in all French hypermarkets and supermarkets. Based on the press release, this is the biggest opening in Europe and the most significant since the Walmart deal. So, there is still plenty of work to do. Apparently, the information had already started to spread yesterday, as the share price gained 10% in anticipation without an official announcement.

Apparently, half of Walmart should be completed by 2026, meaning the 4,600 US stores. Regarding international operations, there probably isn’t anything concrete yet, but there could likely be opportunities there. So there’s likely an order backlog for a couple of years.

From Marketscreener: Berenberg announced on Monday (19.1. my own addition) that it has lowered its price target on Vusion from 270 to 252 euros, while maintaining its buy recommendation on the stock. In a research note, the firm reported that last week in New York, it reviewed the adoption of the French group’s electronic label technology at Walmart during discussions with several senior executives from the American retailer. According to the analyst, Walmart regards Vusion as one of its most reliable partners and aims to further deploy its solutions over the coming years, notably by testing its instant inventory vision system, Captana, which could be rolled out in its stores by 2027. The analyst believes these factors suggest that Vusion could play a major role in the growth plans of Walmart and other leading retailers in the years ahead. However, the fact that the retail giant is considering accelerating the execution of the contract has led to a downward revision of earnings estimates out to 2027. Walmart indeed plans to complete the adoption of Vusion’s electronic labeling systems and software by the end of the year, sooner than previously anticipated, a timeline that has prompted Berenberg to lower its revenue forecast for 2027. While the stock has recently fallen by 30%, Berenberg attributes this drop to fears of a “cliff” in 2027, which could see business sharply decline at that point, as well as concerns about increased competition—though at this stage, it does not view Chinese group Hanshow as a credible threat. Although the firm considers that the accelerated rollout at Walmart poses a risk to achieving the 2.2 billion euro sales target in 2027, the analyst notes that a large-scale deployment of Captana could fully offset any potential “shortfall” and specifies that earnings estimates would be raised should new deployment announcements be made over the next twelve months.

One could imagine that Walmart might consider that elsewhere in the world too, following the US, at least on some scale.

According to the website, in 19 countries, whatever that means—and does it mean that there are physical stores in all of them that need those fancy Vusion price tags?

Walmart USA stores, are there still others elsewhere? Canada, Asia? UK?

Vusion              VusionGroup to expand digital solutions across all Walmart U.S. stores    Discover our new contract with Walmart where VusionGroup expand digital solutions in all of their stores in United States.         Est. reading time: 3 minutes                               It seems the current contract covers all Walmart stores in the US. No timeframe is mentioned there, but 2027 has been mentioned elsewhere, so one could assume by the end of that year.

Pricer

DNB Carnegie has published a new commissioned research report on Pricer.To access the full report and subscribe to future updates, visit https://access.dnbcarnegie.com/companies/1494Information...

<div class="mfn-preamble"><p><strong>DNB Carnegie has published a new commissioned research report on Pricer.</strong></p></div><div class="mfn-body"><p>To access the full report and subscribe to future updates, visit <a rel="noopener" href="https://access.dnbcarnegie.com/companies/1494">https://access.dnbcarnegie.com/companies/1494</a></p></div><div class="mfn-footer mfn-6fcd5977fc3f"><p><strong class="mfn-heading-1">Information</strong><br>This is a press release from DNB Carnegie. For information about DNB Carnegie commissioned research, see <a rel="noopener" href="https://access.dnbcarnegie.com/">https://access.dnbcarnegie.com/</a>, or contact our commissioned research team at <a rel="noopener" href="mailto:cr@carnegie.se">cr@carnegie.se</a>.</p></div><div class="mfn-footer mfn-about mfn-f597257b14ff"><p><strong class="mfn-heading-1">About Us</strong><br>DNB Carnegie is the leading and independent Nordic investment and private bank. Our operations within Corporate Finance, Securities and Research, Private Banking and Wealth Management are among the market leaders within their respective sectors. Together, they build an unbeatable combination of integrated knowledge, guiding our clients towards better business. DNB Carnegie operates in six countries and has more than 800 employees.</p></div>