Danone CMD – Unveiling a high-potential second chapter - AlphaValue Independent Equity Research

Danone CMD – Unveiling a high-potential second chapter

24/06/24 -" After successfully concluding its #1 chapter, Danone has unveiled its roadmap for FY25-FY28. It’s crucial not to underestimate the significant efforts that have repositioned Danone in the ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

24/06/24

Download

You may also be interested by these reports :

02/09/25

Nestlé

Autumn approaches (again) and Nestlé changes the CEO once more

01/09/25

Diageo

We have updated our DCF valuation to reflect slightly stronger than expected FY24/25 EBITDA of USD 7,422m (+15% vs. forecast), resulting in modest ...

28/08/25

Pernod Ricard

Pernod Ricard reported stronger-than-expected profits despite an organic decline in recurring operations. Challenges are anticipated in H1 26, ...

26/08/25

HelloFresh

We have updated our model to reflect the Q2 FY25 sales of EUR 1.7bn, representing a 9.5% LFL decline, alongside the company’s downwardly-revised ...

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue