Danone - ADR
DANOY - Insider Information
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+ FollowMarket Cap$47.44B
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Earnings Call Q3 2024
October 24, 2024 - AI Summary
**Strong Sales Growth**: Danone reported a like-for-like sales increase of 4.2% for Q3 2024, continuing its trend of broad-based growth across all geographies. Notably, the China, North Asia, and Oceania region saw impressive growth of 8%, driven by robust volume mix contributions from Specialized Nutrition and EDP categories.
**Volume Mix Improvement**: The company achieved a record volume mix contribution of 3.6%, indicating a shift towards higher-value products and effective execution of their premiumization strategy. This is expected to remain a focus as Danone aims to differentiate its portfolio and improve margins.
**Challenges in Pricing**: European pricing was negative for the quarter at -2.4%, attributed to competitive pressures and selective pricing investments. With inflation in input costs expected to continue, there is uncertainty around future pricing power, particularly in Europe, where consumer dynamics are more challenging.
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$26.29
73.2% upside
Current Fair Value
73.2% upsideUndervalued by 73.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $47.44 Billion |
|---|---|
| Enterprise Value | $62.98 Billion |
| Annual dividend | $0.53 |
| Dividend yield | 3.43% |
| Earnings per Share | $0.57 |
| Beta | 0.19 |
| Outstanding Shares | 3,203,785,100 |
Return
| Return on Equity | 21.60% |
|---|---|
| Return on Assets | 7.82% |
| Return on Invested Capital | -13.01% |
Valuation & Multiples
| P/E Ratio | 21.48 |
|---|---|
| PEG | 168.94 |
| Price to Sales | 0.89 |
| Price to Book Ratio | 3.04 |
| Enterprise Value to Revenue | 1.15 |
| Enterprise Value to EBIT | -15.14 |
| Enterprise Value to Net Income | 16 |
| Total Debt to Enterprise | 0.28 |
| Debt to Equity | 0.99 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
-
Consensus analyst estimateRevenue Estimate
$8.23 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 24, 2027
EPS Estimate
$0.45
Consensus analyst estimateRevenue Estimate
$16.00 B
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About Danone SA
88,670 employees
CEO: Emmanuel Faber
Danone SA engages in the food processing industry. It operates through the following divisions: Fresh Dairy Products, Waters, Early Life Nutrition, and Medical Nutrition. The Fresh Dairy Products division produces and markets yogurts, fe...