Report
Fatma Agnès Hamdani

Glanbia : Un message rassurant sur les perspectives de rentabilité de GPN et NS

>Le reflux anticipé des prix des entrants devrait être favorable à la rentabilité de GPN au S2 2023 - La hausse des ventes de Glanbia Performance Nutrition (GPN) de 13.9% en 2022 reflète en particulier la très bonne performance de la marque phare Optimum Nutrition (ON) dont les ventes (56% du CA GPN) ont augmenté de 24% en valeur et 5% en volume. La marque progresse aussi bien aux USA (consommation en hausse de 31%) qu’à l’international. SlimFast (15% du CA GPN) est e...
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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