Danone : Plan d'adaptation : la marge avant la croissance avec des effets qu'il faudra attendre
>Les marges avant la croissance - Alléger maintenu avec un OC de 50 €. La baisse du titre hier (-3%) lors de la 1ère présentation du plan d’adaptation (Local first) reflète avant tout une partie de la révision en baisse des attentes du consensus sur 2021. C’est l’un des paradoxes de cette présentation dont l’objectif est de convaincre sur la capacité du groupe à se reconnecter au plus vite avec la croissance rentable. L’autre paradoxe reste la forte focalisation sur l...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).
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.
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