Report
Pierre Tegner

Danone : Offre sur Lifeway Foods : une opération qui pourrait rassurer sur le risque M&A

>Surperformance maintenue malgré le retour du risque M&A - Surperformance maintenue avec un OC de 71 €. Nous continuons de voir Danone comme une histoire de rerating pluriannuel à mesure que l’amélioration de l’exécution opérationnelle se confirme trimestre après trimestre et que le groupe rentre dans une dynamique de croissance rentable régulière et résiliente. Le repositionnement des gammes et des marques (category management) mis en place depuis l’arrivée du nouvea...
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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