Report
Pierre Tegner

Danone : T3 2019 : nous attendons 4.2% en lfl malgré des messages qui devraient inciter le consensus à être moins optimiste

>Rappel de quelques messages de prudence en amont du T3 - En amont de la publication du T3 (à l’occasion des contacts classiques de pre quiet period), Danone se contente de rappeler quelques éléments déjà évoqués lors du conf call du S1 : 1/ l’atonie du contexte de consommation en Russie/CIS au T2, 2/ la base de comparaison élevée en Europe dans l’eau (météo 2018>2019 en août) et 3/ l’adaptation en cours de la marque Mizone (aquadrink Chine). En outre, le groupe a so...
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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