Danone S.A. is a leading global enterprise in the food and beverage industry, with extensive operations spanning Europe, North America, Latin America, ...
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Est. EPS $0.00 · Revenue $6.17B
Est. EPS $0.77 · Revenue $27.45B · 2 analysts
Est. EPS $0.83 · Revenue $28.70B · 2 analysts
Est. EPS $0.89 · Revenue $29.77B · 1 analysts
EPS €0.37 · Revenue €14.21B
EPS €0.56 · Revenue €27.28B
EPS €0.32 · Revenue €13.74B
EPS €0.63 · Revenue €27.38B
EPS €0.38 · Revenue €13.76B
EPS €0.27 · Revenue €27.62B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $27.3B | -0.3% | +4.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.8B | -9.7% | +52.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +50.6% | +1.8% | -25.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +10.8% | -12.7% | +31.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.7% | -9.4% | +45.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.6B | -10.0% | -47.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.6% | -9.7% | -49.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 85.3% | +4.2% | +16.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.90x | -2.9% | +6.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $45.1B | -0.5% | +7.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.56 vs 0.76 | -25.9% | — | — |
| Revenue Surprise | $27.3B vs $27.4B | -0.3% | $14.2B vs $6.9B | +106.8% |
Operator: Good day, and thank you for standing by. Welcome to the Danone H1 2026 Results Webcast and Conference Call. Please be advised that this conference is being recorded. I would now like to hand the conference over to your speaker today, Paul Avis, Investor Relations Director. Please go ahead. Paul Avis: Good morning, everyone. Paul speaking. Thank you for being with us this morning for Danone's H1 2026 results call. I am here with our CEO, Antoine de Saint-Affrique, and our CFO, Juergen Esser, who will go through some prepared remarks before taking your questions. Before we start, I draw your attention to the disclaimer on slide 32 of the presentation related to forward-looking statements and the definition of financial indicators that we will refer to during the presentation. With that, let me hand over to you, Antoine. Antoine de Saint-Affrique: Thank you, Paul. Good morning, everyone, and a warm welcome to you all. Thank you for joining Juergen and me for our H1 '26 results presentation. As you will have seen in the headline of our press release this morning, we are pleased to share with you another set of solid high-quality results. Let's start with Slide 3 and our like-for-like sales growth in the second quarter. As you can see on the chart, we delivered strong growth in quarter 2 with like-for-like sales up plus 4.2% at group level. Juergen will come back to the details later, but this performance was broad-based across both categories and geographies. These strong results are delivered in what remains, obviously, a challenging and volatile external environment. It once again demonstrates the relevance of our health-focused portfolio, and the strength of our multi-engine growth model. It also reflects the hard work, the commitment and the passion of the Danoners around the world. Their focus on serving consumers, driving execution excellence and continuously improving our business remains at the heart of our performance. And I would really like to take this opportunity to thank them for their contribution. With the strong quarter 2 performance, we closed a solid first half once again delivering on our business model. Let's move now to Slide 4. Looking at the first half as a whole, we delivered like-for-like sales growth of plus 3.5%, despite a first quarter, which was far from business as usual. Growth was well balanced in H1 with volume mix contributing plus 1.7%. Disciplined execution across the organization and strong productivity gains drove a 12 basis point improvement in the recurring operating margin year-on-year, reaching 13.3%. Importantly, this was achieved while continuing to invest behind our capabilities, behind our brands, behind our science and our innovation. Our solid operational performance and strong financial discipline also translated into recurring earnings per share of EUR 1.92, up 0.9% versus last year, while free cash flow generation reached EUR 0.9 billion. The quality of our H1 performance further …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Antoine Bernard de Saint-Affrique | Chief Executive Officer & Non-Independent Director | EUR 4,597,345 | Male | 1964 | Active |
Veronique Penchienati-Bosetta | Group Deputy Chief Executive Officer | EUR 1,968,593 | Female | 1967 | Active |
Mathilde Rodie | Head of Investor Relations & Sustainable Finance | — | Female | — | Active |
Bruno Chevot | President of Asia-Pacific | — | Male | 1966 | Active |
Henri Bruxelles | President of Americas | — | Male | 1965 | Active |
Vikram Agarwal | Chief Operating Officer | — | Male | 1965 | Active |
Jean-Marc Magnaudet | President of Specialized Nutrition | — | Male | 1967 | Active |
Pablo E. Perversi | President of Europe, Turkey, Middle East & Africa | — | Male | 1970 | Active |
Isabelle Esser | Chief HR, R&I, Quality and Food Safety Officer | — | — | 1963 | Active |
Juergen Esser | Chief Financial, Technology & Data Officer and Group Deputy Chief Executive Officer | — | Male | 1972 | Active |
DANONE French Société anonyme with a capital of € 170,834,294.25 Registered Office: 59-61, rue La Fayette, 75009 Paris. Registered with the Paris Commerce and Company Registry under number 552 032 534 Information on the total number of voting rights and shares in compliance with Article L.
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French food giant Danone said on Monday that it would buy Australia's food and beverage company MADE Group, without disclosing financial details of the deal.
Press release – Paris, June 22, 2026, 6:00 AM CEST Danone to acquire MADE Group, expanding its presence in the fast-growing healthy nutrition space in Asia Pacific Danone announces today that it has entered into two definitive agreements that will enable it to expand its presence in the Asia-Pacific (APAC) region in the fast-growing healthy nutrition space: Acquisition of MADE Group; a fast-growing Australia-based company with a health-focused portfolio. Acquisition of the remaining 49% stake in its existing fresh dairy joint venture with Saputo Dairy Australia.
