Business description: Danone

Danone is one the world leading food-processing groups. Net sales break down by family of products as follows:

- dairy products and plant products (48.2%; No. 1 worldwide): fresh fermented milk products, creams, products and drinks of plant origin (based in particular on soya, almond, hazelnut, rice, oats and coconut);

- specialized nutrition products (34%): baby foods (No. 2 worldwide; foods for infants and young children in addition to breastfeeding) and medical nutrition products (foods for people suffering from certain pathologies or people weakened by age);

- bottled water (17.8%; No. 2 worldwide): natural water, aromatized water or enriched in vitamins (brands Evian, Volvic, Badoit, Aqua, etc.).

At the end of 2025, the group had more than 180 production sites throughout the world.

Net sales are distributed geographically as follows: Europe (35.8%), North America (23.2%), China/North Asia/Oceania (14.5%), Asia/Middle East/Africa (16.3%) and Latin America (10.2%).

Number of employees: 88,670

Sales by Activity: Danone

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Essential Dairy and Plant-Based Products (EDP)

1.31TCr 1.48TCr 1.43TCr 1.35TCr 1.32TCr

Specialized Nutrition

723Cr 831.9Cr 850.4Cr 893.6Cr 927.7Cr

Waters

396.1Cr 454.3Cr 479.3Cr 497.7Cr 484.8Cr

Geographical breakdown of sales: Danone

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Europe (Excluding France)

- 663.9Cr 705.8Cr 727.1Cr 747.9Cr

North America

- 671.2Cr 688.9Cr 657.9Cr 631.6Cr

Asia, Middle East & Africa

- - - - 444.4Cr

China, North Asia & Oceania

- 342.8Cr 349.6Cr 369.4Cr 395.3Cr

Latin America

- - 279.4Cr 302.9Cr 279.2Cr

France

203.3Cr 213.4Cr 232.4Cr 229.7Cr 230Cr

Europe & North America (Excluding France)

1.17TCr - - - -

Rest of the World

1.05TCr 874.8Cr 505.8Cr 450.6Cr -

Executive Committee: Danone

Manager TitleAgeSince
Chief Executive Officer 60 15/09/2021
Director of Finance/CFO 55 19/02/2021
Chief Tech/Sci/R&D Officer 62 01/04/2022
Chief Operating Officer 61 01/01/2022
Investor Relations Contact - 01/02/2021

Composition of the Board of Directors: Danone

Director TitleAgeSince
Director/Board Member 63 17/10/2014
Director/Board Member 58 30/06/2016
Chairman 66 14/03/2021
Director/Board Member 68 26/04/2022
Director/Board Member 60 26/04/2022
Director/Board Member 64 10/12/2021
Director/Board Member 60 26/04/2022
Director/Board Member 56 26/04/2022
Director/Board Member 66 15/10/2022
Director/Board Member 64 01/12/2022

Shareholders: Danone

NameEquities%Valuation
6.05 %
4,12,21,625 6.05 % 3 279 M €
Artisan Partners LP
5.905 %
4,02,38,224 5.905 % 3 201 M €
Groupe Danone SA Employee Stock Ownership Plan
1.693 %
1,15,35,822 1.693 % 918 M €
Goldman Sachs Asset Management International
0.2888 %
19,67,685 0.2888 % 157 M €
OFI Invest Asset Management SA
0.2575 %
17,54,717 0.2575 % 140 M €
NameEquities%Valuation
Great Lakes Advisors LLC
0.005139 %
1,75,090 0.005139 % 3 M €
RhumbLine Advisers LP
0.002954 %
1,00,650 0.002954 % 2 M €
Yousif Capital Management LLC
0.002473 %
84,252 0.002473 % 1 M €
Wintrust Private Trust Co. NA
0.000997 %
33,956 0.000997 % 543 636 €
GAMMA Investing LLC
0.000796 %
27,130 0.000796 % 434 351 €
NameEquities%Valuation
Jyske Bank A/S (Investment Management)
-
11,455 - 911 221 €

Holdings: Danone

NameEquities%Valuation
4,12,21,625 6.05% 3 279 M $
34,54,756 22.8% 67 M $
8,57,194 8.01% 2 M $

Company details: Danone

Danone SA

17, boulevard Haussmann

75009, Paris

+33 1 44 35 20 20

http://www.danone.com
address Danone(BN)

Group companies: Danone

NameCategory and Sector
Food: Specialty/Candy
Financial Conglomerates
Financial Conglomerates
Food: Meat/Fish/Dairy
Beverages: Non-Alcoholic

Other Food Processing

Change 5d. change 1-year change 3-years change Capi.($)
-0.76%-5.90%-15.55%+6.78% 4.73TCr
-0.01%-2.00%-11.61%-33.46% 26TCr
+0.39%+0.29%-7.26%-20.98% 7.9TCr
-0.60%+1.97%+8.80%-32.16% 3.77TCr
+0.17%+3.63%+60.02%+3.52% 3.74TCr
-0.19%-0.94%+145.24%+386.40% 3.69TCr
+1.45%+3.03%+55.34%+104.60% 3.07TCr
+0.42%+1.67%+27.57%+34.94% 3.03TCr
+1.35%+6.54%-14.64%-41.39% 2.84TCr
+0.96%+0.26%+61.53%+39.91% 2.42TCr
Average +0.32%+0.89%+30.94%+44.82% 6.08TCr
Weighted average by Cap. +0.14%-0.40%+11.94%+12.06%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
62.80EUR
Average target price
79.88EUR
Spread / Average Target
+27.20%

Quarterly revenue - Rate of surprise