Stock Markets April 21, 2026 06:31 AM

Jefferies Downgrades Mercialys to Hold as Rental Momentum Softens

Broker trims rating and narrows upside after Q1 like-for-like rental growth decelerates and the stock outpaces retail peers

By Avery Klein
Jefferies Downgrades Mercialys to Hold as Rental Momentum Softens

Jefferies has lowered its recommendation on French shopping-centre operator Mercialys to Hold from Buy, pointing to a slowdown in like-for-like rental growth and a share price that has rallied more than peers. The broker set a price target of €13.50, modestly above the last close, after revising expense and earnings forecasts and assessing recent leasing, footfall and acquisition activity.

Key Points

  • Jefferies lowered Mercialys to Hold and set a €13.50 price target, about 5% above the last close of €12.84 - impacting investor expectations for the retail real estate sector.
  • Like-for-like rental growth slowed to 2.0% year-on-year in Q1, with a -0.1% indexation impact versus 2.3% in FY25; tenant sales and footfall showed mixed trends across the quarter.
  • Balance-sheet moves include an €18 million retail-park acquisition in Toulouse Fenouillet (estimated yield ~8%) and repayment of a €300 million bond, with the next financing maturity not before November 2027.

Jefferies downgraded Mercialys SA to a Hold rating from Buy on Tuesday, citing a deceleration in rental growth and a share-price performance that has exceeded that of the retail sector. The broker established a price target of €13.50, roughly 5% above the stock's most recent close of €12.84.

Mercialys, a Paris-listed owner and operator of shopping centres anchored by hypermarkets across France, has risen 17% year-to-date, compared with a 9% gain among its retail-sector peers. Jefferies flagged that the stronger relative performance reduces near-term upside absent renewed operational momentum.


Rental and trading trends

Like-for-like rental growth slowed to 2.0% year-on-year in the first quarter, down from 2.8% for full-year 2025 and from 2.7% in the first quarter of 2025. The broker noted a -0.1% effect from indexation in Q1 versus a 2.3% indexation contribution in FY25, weighing on headline rental increases.

Jefferies attributed part of the rental weakness to liquidation proceedings at four apparel retailers - Kaporal, Jennyfer, IKKS and Naf Naf - but observed that no single brand represents more than 2% of Mercialys' rental base and that the four firms together account for no more than 3% in total.

Occupancy metrics showed a modest deterioration early in the year. The vacancy rate increased by 40 basis points from December 2025 to 2.4%. Management told investors it had largely anticipated the departures and expects vacancy to decline to around 2% over the course of the year.

On consumer metrics, tenant sales for January through March 2026 rose 2.2% year-on-year, below the 2.6% reported for FY25. Jefferies pointed to March as a softer month, mentioning the impact of the Middle East conflict on inflation and purchasing power. By contrast, January-February tenant sales were stronger, up 2.4% and running 300 basis points ahead of the national index. Footfall improved by 3.9% year-on-year in Q1, 290 basis points above the national index.


Transactions and capital structure

In April, Mercialys acquired a retail park in Toulouse Fenouillet for €18 million, including real estate transfer taxes. Jefferies estimated the yield on that acquisition to be approximately 8%.

On the balance sheet, Mercialys completed repayment of a €300 million bond that matured in February. The company does not face another financing maturity before November 2027, providing some runway for capital planning.

Jefferies revised its financial expense estimates for 2026-2028 lower, reducing aggregate financial expenses from €102 million to €92 million and using a normalised cost of debt of 3.8% compared with its prior 4.2% assumption. That reduction in financing costs increased Jefferies' earnings-per-share forecasts by an average of 3%.


Forecasts, guidance and valuation

The broker now projects 2026 EPS of €1.30, up from its prior estimate of €1.29. Revenue is forecast at €191.6 million and EBITDA at €159.6 million. Mercialys has confirmed its FY26 guidance for net recurring EPS of "above €1.29."

Jefferies notes the stock is trading at 9.9x P/FFO on 2026 estimates and at a 26% discount to estimated 2026 net tangible asset per share of €17.30. The broker said that a further rerating would be contingent on stronger momentum in rental uplifts, occupancy and accretive acquisitions.


Implications

Jefferies' downgrade reflects a reassessment of the balance between improved cost-of-debt assumptions and softer operational data in Q1. The broker's view leaves limited upside from current levels absent clearer evidence of accelerating rental growth, lower vacancy and earnings-accretive property deals.

Risks

  • Slowing rental growth and negative indexation impact could pressure income for retail real estate owners and managers.
  • A rise in vacancy - recorded at 2.4% in Q1, up 40 basis points since December 2025 - presents a near-term leasing and occupancy risk for shopping-centre operators.
  • External macro developments cited by analysts, including the Middle East conflict's effect on inflation and consumer purchasing power, may depress tenant sales and retail spending.

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