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Danone, a leading global food group, reports that its sales are primarily driven by dairy and plant-based products (51.9%), specialized nutrition (30.8%), and packaged waters (17.3%). The company operates over 174 production sites worldwide, with significant sales in Europe (25.5%) and North America (25%).
UBS has maintained a 'Buy' rating for Danone, setting a target price of 74 euros. Analyst Guillaume Delmas noted that strong sales growth, particularly in infant formula demand in China, has positively influenced the outlook for the French food processing giant. Danone's diverse product portfolio includes dairy, specialty foods, and bottled water, with significant global operations.
UBS has maintained a "Buy" rating for Danone, setting a target price of 74 euros. Analyst Guillaume Delmas noted that the strong half-year results from a2 Milk Company, particularly due to increased demand for infant formula in China, support positive expectations for the French firm.
UBS has maintained a "Buy" rating for Danone, setting a target price of 74 euros. Analyst Guillaume Delmas noted that, aside from Beiersdorf and Reckitt, most European food and consumer goods companies rely on local suppliers, with approximately 90% of Danone's US products likely produced domestically.
Danone, a leading global food group, generates 51.9% of its sales from dairy and plant-based products, 30.8% from specialized nutrition, and 17.3% from packaged waters. By the end of 2023, the company will operate over 174 production sites worldwide, with significant sales in Europe and North America.
A Russian court has ordered Austrian bank Raiffeisen International to pay €2 billion in damages for a failed deal, marking a significant escalation in tensions between Russia and the West. The ruling, seen as a warning to Western companies, follows the collapse of a transaction involving a Russian-held stake in an Austrian automaker due to U.S. sanctions. This decision highlights the deteriorating relations between Russia and Austria, as well as the increasing risks for businesses operating in Russia amid ongoing geopolitical conflicts.
Russia has imposed a multibillion-dollar sanction against Raiffeisen Bank following a court ruling in Kaliningrad, marking a significant blow to the largest Western bank operating in the country. The ruling, which comes amid deteriorating relations between Russia and Austria, serves as a stark warning to Western companies about the risks of doing business in Russia. Raiffeisen, which has substantial assets in Russia, faces increasing pressure and potential asset seizures as Moscow retaliates against Western corporate presence.
In January 2024, MPearl Rock acquired Nutpods, enhancing its presence in the expanding coffee whitener market, projected to grow from USD 3.5 billion in 2023 to USD 6.1 billion by 2030. Major players are focusing on supply chain efficiencies and expanding production capacities to meet rising consumer demand for innovative and plant-based options. The market is driven by trends towards sustainability and convenience, with significant growth opportunities in emerging economies.
Jefferies has downgraded Nestlé and Danone to "underperform," citing concerns over their midterm growth and margin prospects as the consumer goods sector adjusts post-COVID. Nestlé struggles with sluggish sales in key categories, while Danone faces challenges in its transition to a consumer health focus. Analysts warn that both companies may lag behind peers in adapting to market changes, potentially leading to further valuation adjustments.
Jefferies has downgraded Nestlé and Danone to 'underperform' due to concerns over their midterm growth and margin prospects as the consumer goods sector adjusts post-COVID-19. Nestlé struggles with sluggish sales in key categories, while Danone faces vulnerabilities in previously strong areas. Analysts warn that both companies are lagging in adapting to market shifts, with potential risks from divestment strategies and margin resets.
Danone S.A.
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danone's diverse product portfolio drives global market leadership in food industry
12:40 17.02.2025
ubs maintains buy rating for danone with target price of 74 euros
12:40 17.02.2025
UBS maintains buy rating for Danone with target price of 74 euros
08:14 17.02.2025
ubs maintains buy rating for danone with target price of 74 euros
12:52 03.02.2025
Danone's Global Market Leadership in Dairy and Specialized Nutrition Products
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Russia imposes two billion euro fine on Austrian bank Raiffeisen International
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