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 2021-09-14
Director of Finance/CFO 55 2021-02-18
Chief Operating Officer 61 2021-12-31
Investor Relations Contact - 2021-01-31
Human Resources Officer 62 1994-12-31

Composition of the Board of Directors: Danone

Director TitleAgeSince
Director/Board Member 64 2014-10-16
Director/Board Member 59 2016-06-29
Chairman 66 2021-03-13
Director/Board Member 68 2022-04-25
Director/Board Member 60 2022-04-25
Director/Board Member 64 2021-12-09
Director/Board Member 61 2022-04-25
Director/Board Member 56 2022-04-25
Director/Board Member 66 2022-10-14
Director/Board Member 65 2022-11-30

Shareholders: Danone

NameStocks%Valuation
6.032 %
41,221,625 6.032 % 3 202 M €
Artisan Partners LP
5.888 %
40,238,224 5.888 % 3 126 M €
Groupe Danone SA Employee Stock Ownership Plan
1.688 %
11,535,822 1.688 % 896 M €
OFI Invest Asset Management SA
0.2777 %
1,897,667 0.2777 % 147 M €
Goldman Sachs Asset Management International
0.2619 %
1,789,386 0.2619 % 139 M €
NameStocks%Valuation
Great Lakes Advisors LLC
0.007846 %
267,314 0.007846 % 4 M €
RhumbLine Advisers LP
0.003039 %
103,551 0.003039 % 2 M €
Wintrust Private Trust Co. NA
0.001038 %
35,358 0.001038 % 577 750 €
GAMMA Investing LLC
0.00099 %
33,730 0.00099 % 551 148 €
Yousif Capital Management LLC
0.000453 %
15,419 0.000453 % 251 946 €
NameStocks%Valuation
Jyske Bank A/S (Investment Management)
-
14,775 - 1 M €

Holdings: Danone

NameStocks%Valuation
41,221,6256.03% 3 202 M $
72,178,63662.11% 82 M $
857,1947.79% 4 M $

Company details: Danone

Danone SA

59-61 rue La Fayette

75009, Paris

+33 1 44 35 20 20

http://www.danone.com
address Danone(0KFX)

Group companies: Danone

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

Other Food Processing

Change 5-day change 1-year change 3-year change Capi.($)
-0.39%-2.42%+4.14%-26.21% 251B
-0.74%-4.78%+0.28%-13.54% 79.22B
+0.40%-2.42%-9.33%+19.90% 48.03B
-0.90%-0.80%+108.05%+524.37% 44.73B
+4.01%+8.18%+34.98%+6.62% 39.18B
-0.12%-7.34%-4.22%-18.09% 35.41B
-1.22%-0.63%+33.10%+72.88% 32.28B
+0.78%+0.78%-7.51%-21.82% 30.44B
-2.08%-1.81%+24.90%+31.26% 29.87B
Average -0.03%-0.99%+20.49%+63.93% 65.55B
Weighted average by Cap. -0.17%-1.63%+13.98%+32.22%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
64.54EUR
Average target price
80.02EUR
Spread / Average Target
+23.99%

Quarterly revenue - Rate of surprise