Report
Jean-Baptiste Rouphael ...
  • Marc Lavaud

Danone : Crise de gouvernance de Danone : un enjeu de management plutôt que de statut

Le départ de Cécile Cabanis, après celui de Francisco Camacho, alimente le sentiment de crise de gouvernance et certains investisseurs se posent la question de savoir si une issue spéculative est crédible. Nous passons en revue les principes de gouvernance du groupe. Ils nous semblent plutôt sains. Nous considérons que ce sont les trop nombreux changements stratégiques et organisationnels qui sont la vraie cause du malaise. Notre regard est favorable sur le statut d’entreprise à ...
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
Jean-Baptiste Rouphael

Marc Lavaud

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