Carrefour Sa · EURONEXT:CA

Carrefour Sa — Investor Day (June 2026)

39 slides from Carrefour Sa's investor day presentation, Jun 16, 2026

  1. Slide 1: Investor Day: Carrefour CSR Strategy

    INVESTOR DAY Carrefour CSR Strategy June 16, 2026

  2. Slide 2: Alexandre Bompard

    ALEXANDRE BOMPARD Chairman & CEO, Carrefour

  3. Slide 3: Marie-Laure Sauty de Chalon

    MARIE-LAURE SAUTY DE CHALON Independent Lead Director Board of Directors

  4. Slide 4: Carine Kraus

    CARINE KRAUS Executive Director of Engagement

  5. Slide 5: Agenda

    Agenda 9.00-10.40 am Presentation Massy Auditorium Introduction Alexandre Bompard Governance Marie-Laure Sauty de Chalon Anticipating challenges, strengthening our Carine Kraus and Bertrand business model, and creating new Swiderski opportunities - Climate - Supply chains and biodiversity - Health C

  6. Slide 6: Our CSR strategy: anticipating challenges, strengthening our business model, creating new opportunities

    Our CSR strategy: anticipating challenges, strengthening our business model, and creating new opportunities

  7. Slide 7: Food system transformations are reshaping the sector's risks and opportunities

    Food system transformations are reshaping the sector’s risks and opportunities Environmental transformation Societal and regulatory transformation Food demand transformation ● Impact of climate change on supply chains ● A more demanding and complex regulatory ● Growing expectations around health and

  8. Slide 8: The food transition is our response to these major transformations

    The food transition is our response to these major transformations To address the transformation of the food system, Carrefour builds on its purpose, the food transition for all, by promoting healthier and more accessible food while supporting the agricultural transition and the preservation of the

  9. Slide 9: I. Anticipating the transition to a low-carbon model: Climate

    Anticipating the transition to a I. low-carbon model: Climate

  10. Slide 10: A comprehensive climate strategy built over time

    A comprehensive climate strategy built over time A carbon footprint that makes climate a central issue Scope 3 accounts for Food retail is characterised by a significant Scope 94 Mt 1.5 tCO2 / €m sales 99% of total 3 footprint, resulting in a higher overall carbon footprint than most other sectors.

  11. Slide 11: Reducing our Scope 1 and 2 emissions while improving operational efficiency

    Reducing our Scope 1 and 2 emissions while improving operational efficiency Our ambition Key levers deployed Tangible results Reduce greenhouse gas emissions Improve the -27.5% energy consumption by emissions from stores from our direct operations: energy 2030 vs. 2019 -57% in 2025 vs. 2019 (vs. 201

  12. Slide 12: Acting on the main drivers of our Scope 3 emissions

    Acting on the main drivers of our Scope 3 emissions An ambitious 1.5°C trajectory for 2030 and 2035 Clearly identified decarbonisation levers Reduce greenhouse gas emissions from indirect activities (vs. 2019) : 75 MtCO2eq 2030 -32% 2035 -49% -13% -13% 38 A footprint primarily linked to -9% food pro

  13. Slide 13: Integrating climate requirements into supplier selection through the Top 100 programme

    Integrating climate requirements into supplier selection through the Top 100 programme A programme designed to align key suppliers with the Group's Rapid and measurable results environmental requirements Top 100 Targeting the 100 suppliers representing the Share of Top 100 suppliers aligned with a 1

  14. Slide 14: Embedding the climate transition into supplier agreements

    Embedding the climate transition into supplier agreements Sustainable Linked Business Suppliers commit to at least three targets Plans (SLBP) according to product category 2025 2030 target Non-financial agreements that complement commercial contracts, under which suppliers commit to formalised CSR t

  15. Slide 15: Investing in plant-based alternatives to drive decarbonisation and growth

    Investing in plant-based alternatives to drive decarbonisation and growth A powerful decarbonisation A business ambition aligned Large-scale roll out across lever with market trends Carrefour 1 kg of beef emits 50 times Growth of flexitarian diets sales of plant-based more CO2 than 1 kg of chickpeas

  16. Slide 16: Further accelerating food waste reduction, with the support of AI

    Further accelerating food waste reduction, with the support of AI A well-established and effective food waste strategy AI as an accelerator ● Sales forecasting Order forecasting Smart Discount ● Order optimisation Preventing losses ● Extending minimum durability 400 MDDs and UBDs extended Ordering t

  17. Slide 17: These actions have established Carrefour as a benchmark for climate action

    These actions have established Carrefour as a benchmark for climate action AWARDS & SLB (Sustainability DISTINCTIONS Linked Bonds) Ranked among the “Leaders” status Ranked among the › Sustainalytics: › 11 SLB issuances since 2022 top 4% of companies global top 5 in the Carrefour ranked 3rd out of wo

  18. Slide 18: II. Strengthening our business model: supply chains and biodiversity

    II. Strengthening our business model: supply chains and biodiversity

  19. Slide 19: Natural resources and supply chains: a critical resilience issue

    Natural resources and supply chains: a critical resilience issue Food retail under increasing A strategy built around three Impacts across the value chain pressure action levers Natural resources, agricultural value chains and ecosystems are facing growing challenges Anticipating risks across value

  20. Slide 20: A robust assessment underpinning our risk mapping and due diligence approach

    A robust assessment underpinning our risk mapping and due diligence approach Our methodology • Alignment with the Group risk universe and CSRD requirements • Selection of 42 risk areas forming the basis of the due diligence risk universe • Assessment of risk severity based on scale, irremediability,

  21. Slide 21: Anticipating and managing human rights risks across our value chain

    Anticipating and managing human rights risks across our value chain Audited and harmonised Anticipating risks through Transparency & remediation purchasing standards technological innovation We apply stringent ethical standards We complement traditional audits We make transparency a core to all our

  22. Slide 22: Protecting biodiversity through certified sustainable products

    Protecting biodiversity through our commitment to certified sustainable products Our ambitions to secure our value Results across key value chains chains Publishing our biodiversity footprint in certified sustainable product sales €7.5bn in 2025, up 42% in two years €8.5bn 37% of Carrefour Quality L

  23. Slide 23: Securing long-term availability of at-risk raw materials: Brazilian beef

    Securing the long-term availability of at-risk raw materials: the example of Brazilian beef Risks identified in the A comprehensive action plan Brazilian beef value chain Robust monitoring and Industry mobilisation and Ambitious targets Deforestation and dedicated programmes partnerships biodiversit

  24. Slide 24: Placing animal welfare at the heart of our responsible value chains

    Placing animal welfare at the heart of our responsible value chains Raising animal welfare standards Gradually transforming livestock An example of successful across the Group value chains transformation at scale 2016: first commitment in France to A Group policy based on the 30% phase out cage eggs

  25. Slide 25: III. Growing the business model: Health

    Growing the business model: III. Health BERTRAND SWIDERSKI CSR Director

  26. Slide 26: Health is reshaping growth drivers across the food market

    Health is reshaping growth drivers across the food market New consumer behaviours and Evolving consumer preferences Shifting nutritional needs fast-growing categories Health is increasingly at the heart of food Demographic, health and societal trends are Emerging segments are accelerating and choice

  27. Slide 27: Carrefour and organic: over 30 years at the forefront of healthier food

    Carrefour and organic: over 30 years at the forefront of healthier food Building on our pioneering role in organic farming 24% market share, #1 in France 1st First retailer to launch an organic range in supermarkets with “Boule Bio” in 1992 Carrefour Bio, France’s leading organic brand +1,000 refere

  28. Slide 28: Making health a strategic pillar of our product offering

    Making health a strategic pillar of our product offering Reformulating existing products Carrefour 2030 2,155 tonnes of sugar and 350 tonnes of salt removed from Carrefour-brand products 1,200+ 120 controversial substances banned Stronger Carrefour standards and specific requirements: "GMO-free fed"

  29. Slide 29: A health target built on a robust methodology

    A health target built on a robust methodology PNNS (The French National Nutrition and Health Programme) Increase Move towards = Maintain Fresh fruit & vegetables Whole grains Nutri-Score A & B (e.g. eggs, poultry) Nuts Wholemeal bread 50% of food sales Legumes contributing Olive, canola and walnut N

  30. Slide 30: Transparency and collaboration: two accelerators of the food transition

    Transparency and collaboration: two accelerators of the food transition Differentiating through transparency Acting collectively with suppliers First retailer worldwide to clearly indicate Since 2023, 7 coalitions launched with suppliers that the absence of the main ultra-processed are members of th

  31. Slide 31: IV. Plastic Plan

    <6 a 9 Plastic Plan Oo

  32. Slide 32: Reducing resource dependency: our new Plastic Plan

    Reducing resource dependency: our new Plastic Plan A new ambition to reduce plastic use and support A plastics strategy already well underway purchasing power 2030 targets 2025 results -5 000t €5m -10% -25,000 t of plastic in packaging by of savings reinvested in price 2030 reductions of up to 10% R

  33. Slide 33: V. Deploying a robust methodology to transform the business model

    V. Deploying a robust methodology to transform the business model

  34. Slide 34: A Diversity & Inclusion policy matching our CSR ambitions

    A Diversity & Inclusion policy matching our CSR ambitions Strengthening gender Disability, a major cause of Gender equality in Brazil The Carrefour Foundation equality the Carrefour 2026 plan • 42% women managers • 14,400 employees with • Policy to combat • Equivalent of 61.8 million disabilities (2

  35. Slide 35: Deploying our initiatives together with our franchise partners

    Deploying our initiatives together with our franchise partners Franchise partners in integrated countries International franchise partners through Carrefour Partenariat International ● A dedicated network of CSR advisors ● A dedicated CSR coordinator supporting supporting franchisees in implementing

  36. Slide 36: A 2026-2030 CSR Index to drive performance

    A 2026-2030 CSR Index to drive performance Category Target Products Food transition €8.5bn in sales of organic and certified sustainable products by 2030; €1bn in sales of plant-based alternatives by 2030 Packaging Three targets on packaging reduction, bulk sales and reuse to be implemented by 2030

  37. Slide 37: Cláudia Almeida e Silva

    CLÁUDIA ALMEIDA E SILVA Chair, CSR Committee

  38. Slide 38: Questions & Answers

    INVESTOR DAY Carrefour CSR Strategy Questions & Answers

  39. Slide 39: Thank you

    THANK YOU

Carrefour — Investor Day (June 2026) on 6ix