Report
Pierre Tegner

Danone : Communiqué avant le CMD : très focalisé sur les marges

>Un accueil qui devrait être mitigé - En amont du CMD de ce matin, Danone a publié un communiqué. L’accueil des investisseurs devrait être mitigé en raison de la très forte focalisation sur les marges et sur la réduction de coûts alors que les investisseurs attendent 1/ des mesures claires d’amélioration du profil de risque et 2/ une plus forte focalisation sur la croissance via l’innovation et la construction de gammes. En définitive, un margin reset est souhaité et ...
Underlying
Danone SA

Danone is engaged in activities in the global food and beverages industry. Co. operates in four markets: Fresh Dairy Products (Co. produces and sells yogurts, fermented dairy products and other fresh dairy products); Waters (Co. produces and sells natural waters as well as flavored and vitamin-enriched waters products); Early Life Nutrition (Co. produces baby formula, milk-and fruit-based desserts, cereals, small pots of baby food and ready-made baby food); and Medical Nutrition (Co. develops adult and pediatric clinical nutrition products to be taken orally, or through a catheter in the event of malnutrition related to illness or other causes).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Pierre Tegner

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