Report
Fatma Agnès Hamdani

Glanbia : Poursuite du momentum pour la marque emblématique ON. Le prix du lactoserum devrait rester volatil en 2025

>SlimFast et les difficultés des magasins spécialisés pèsent sur CA de GPN au H1 - La baisse des ventes de GPN de 0.8% s’appuie sur une croissance de 3.3% à l’international alors que la zone Amériques est en retrait de 3%. Malgré un effet de base élevé, la marque ON reste très dynamique (+7.7% dont 11.8% en volume) soutenue par les investissements marketing. La marque gagne des parts de marché et de nouveau points de ventes. SlimFast (7% du CA) continue de peser sur l...
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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