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)

13.09B 14.8B 14.32B 13.46B 13.16B

Specialized Nutrition

7.23B 8.32B 8.5B 8.94B 9.28B

Waters

3.96B 4.54B 4.79B 4.98B 4.85B

Geographical breakdown of sales: Danone

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

Europe (Excluding France)

- 6.64B 7.06B 7.27B 7.48B

North America

- 6.71B 6.89B 6.58B 6.32B

Asia, Middle East & Africa

- - - - 4.44B

China, North Asia & Oceania

- 3.43B 3.5B 3.69B 3.95B

Latin America

- - 2.79B 3.03B 2.79B

France

2.03B 2.13B 2.32B 2.3B 2.3B

Europe & North America (Excluding France)

11.73B - - - -

Rest of the World

10.52B 8.75B 5.06B 4.51B -

Executive Committee: Danone

Manager TitleAgeSince
Chief Executive Officer 60 14/09/2021
Director of Finance/CFO 55 18/02/2021
Chief Tech/Sci/R&D Officer 62 31/03/2022
Chief Operating Officer 61 31/12/2021
Investor Relations Contact - 31/01/2021

Composition of the Board of Directors: Danone

Director TitleAgeSince
Director/Board Member 63 16/10/2014
Director/Board Member 58 29/06/2016
Chairman 66 13/03/2021
Director/Board Member 68 25/04/2022
Director/Board Member 60 25/04/2022
Director/Board Member 64 09/12/2021
Director/Board Member 60 25/04/2022
Director/Board Member 56 25/04/2022
Director/Board Member 66 14/10/2022
Director/Board Member 64 30/11/2022

Shareholders: Danone

NameEquities%Valuation
6.05 %
41,221,625 6.05 % 3 535 M €
Artisan Partners LP
5.905 %
40,238,224 5.905 % 3 451 M €
Groupe Danone SA Employee Stock Ownership Plan
1.693 %
11,535,822 1.693 % 989 M €
OFI Invest Asset Management SA
0.281 %
1,914,747 0.281 % 164 M €
Sjunde AP-fonden
0.1363 %
928,599 0.1363 % 80 M €
NameEquities%Valuation
Great Lakes Advisors LLC
0.005139 %
175,090 0.005139 % 3 M €
RhumbLine Advisers LP
0.002954 %
100,650 0.002954 % 2 M €
Yousif Capital Management LLC
0.002473 %
84,252 0.002473 % 2 M €
Wintrust Private Trust Co. NA
0.000825 %
28,099 0.000825 % 506 906 €
GAMMA Investing LLC
0.000796 %
27,130 0.000796 % 489 425 €

Holdings: Danone

NameEquities%Valuation
41,221,625 6.05% 3 279 M $
3,454,756 22.8% 67 M $
857,194 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.($)
-2.17%-2.28%-5.97%+14.87% 51.99B
-0.95%+0.27%-8.83%-29.72% 258B
-0.15%+2.54%-12.01%-15.97% 75.72B
-4.05%-1.88%+22.13%-21.77% 41.01B
-0.34%+0.95%+150.56%+411.65% 38.49B
-0.88%-5.55%+52.12%-14.03% 33.6B
-0.97%-1.07%+58.94%+95.25% 28.02B
-0.90%+1.18%-21.38%-41.29% 27.34B
-1.78%+0.92%+3.71%+25.99% 25.9B
+0.78%-4.25%+62.41%+31.09% 24.02B
Average -1.10%+0.06%+30.17%+45.61% 60.42B
Weighted average by Cap. -1.04%+0.53%+12.61%+15.45%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
69.18EUR
Average target price
79.36EUR
Spread / Average Target
+14.71%

Quarterly revenue - Rate of surprise