Report
Pierre Tegner

Danone : Partenariat avec PepsiCo pour la distribution d’Evian au Canada

>Partenariat : une bonne solution à condition de ne pas trop changer - Alléger maintenu. Le partenariat annoncé hier avec PepsiCo pour la distribution d’Evian au Canada est d’une importance mineure pour le titre. Mais il illustre la fréquence trop élevée des changements opérationnels. Depuis que nous assurons la couverture du titre, Evian a changé 3 fois de partenaire de distribution en Amérique du Nord. Le partenariat est un signe de pragmatisme et il est très perti...
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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