Report
Pierre Tegner

Danone : Très fort T1 à +3.7% en lfl mais “retrait” des objectifs 2020 en raison des conditions extrêmement imprévisibles et volatiles

>Réaction du titre difficile à anticiper - Avec une croissance organique encore meilleure que prévu à +3.7%, les investisseurs pourraient apprécier le regain de momentum, lequel est soutenu par les phénomènes de stockage en mars en Europe et en Amérique du Nord. Le retrait des objectifs 2020 en raison des conditions qualifiées d’extrêmement volatiles et imprévisibles n’est pas non plus surprenant. Ceci étant, le management insiste sur la hausse du coût de cette croiss...
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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