Report
Jean-Baptiste Rouphael ...
  • Marc Lavaud

Danone : Crisis of governance at Danone: a challenge of management rather than status

The departure of Cécile Cabanis, after that of Francisco Camacho, is fuelling the sentiment of a crisis of governance and a number of investors are wondering whether a speculative outcome is credible. We have reviewed the group’s main governance principles, which we deem relatively healthy. In our view, it is the overly frequent strategic and organisational changes which are the real cause of this unease. We have a positive view on the group adoption of an “entreprise à mission” ...
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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