Jeronimo Martins: Poland's Macro Hangover

Impact · against what's priced in

The negative LFL sales for Biedronka provide a concrete catalyst for downward EPS revisions for Jeronimo Martins, though this is partially offset by growth in Colombia. For WMK and VLGEA, the article provides no company-specific material updates, merely citing them as examples of general sector struggles.

JRONY−0.30

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In context

Biedronka's like-for-like sales turned negative in Q2 FY 2026 due to slowing real wage growth and negative food inflation in Poland, creating a headwind for full-year EPS.

Read from the article alone

• poland▲500%
• valuation
• dividends
• inflation
• JRONY
• VLGEA
• WMK
• colombia
• consumer staples
• grocery