Report
Fatma Agnès Hamdani

Glanbia : L’année 2024 devrait être portée par les volumes

>Forte hausse des volumes de GPN au T4, soutenus par les investissements A&P - La croissance organique de GPN de 4.8% est tirée par un effet prix de 5.4%. Les volumes baissent légèrement de 0.6% se traduisant par un rebond de 17.2%e au T4, soutenu par des investissements marketing et les promotions sur les produits protéinés. Les prix baissent de 5.9% au T4. La marque ON (62% du CA) croit de 17% dont +10.6% en volume, la consommation aux USA reste dynamique (+14%). La...
Underlying
Glanbia Plc

Glanbia is a performance nutrition and ingredients group, engaged in providing performance nutrition, cheese, dairy ingredients, specialty non-dairy ingredients and vitamin and mineral premixes. Co. segments include: Global Performance Nutrition, which is involved in the branded performance nutrition business; Global Ingredients, which manufactures cheddar cheese, provides dairy and non-dairy nutritional ingredients and micro-nutrient premixes; Dairy Ireland, which is engaged in the manufacture and sale of a range of consumer products and farm inputs; and Joint Ventures & Associates, which is engaged in the manufacture and sale of cheese, dairy ingredients and dairy consumer products.

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
Fatma Agnès Hamdani

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