Danone SA
GPDNF
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+ FollowMarket Cap$48B
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Earnings Call Q3 2024
October 24, 2024 - AI Summary
**Strong Q3 Sales Growth**: Danone reported a like-for-like sales growth of 4.2% for Q3 2024, driven by a broad-based performance across all geographies. Notably, North America and the China, North Asia and Oceania region showed particularly strong results, with respective growth rates of 5.8% and 8%.
**Volume Mix and Pricing Resilience**: The company achieved a volume mix contribution of 3.6%, indicating a focus on quality growth. Pricing contributed positively at 0.7%, although there were signs that pricing strategies in Europe were slipping into negative territory, raising concerns about future pricing power.
**Geographic Performance Variability**: While the Asia region saw strong momentum in Specialized Nutrition and Waters, Europe delivered modest growth of 1.4%, primarily driven by volume mix enhancements. However, pricing declined, prompting concerns about continued consumer price sensitivity and the competitive landscape in Europe.
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$168.32
123.3% upside
Current Fair Value
123.3% upsideUndervalued by 123.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $48.00 Billion |
|---|---|
| Enterprise Value | $61.13 Billion |
| Dividend Yield | $2.63 (3.46%) |
| Earnings per Share | $2.83 |
| Beta | 0.2 |
| Outstanding Shares | 643,429,000 |
Return
| Return on Equity | 22.72% |
|---|---|
| Return on Assets | 8.53% |
| Return on Invested Capital | -14.01% |
Valuation & Multiples
| P/E Ratio | 22.99 |
|---|---|
| PEG | -1007.86 |
| Price to Sales | 0.9 |
| Price to Book Ratio | 2.9 |
| Enterprise Value to Revenue | 1.12 |
| Enterprise Value to EBIT | -14.34 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 0.89 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
February 20, 2026
EPS Estimate
$2.17
Average shareholder expectationRevenue Estimate
$16.02 B
Average shareholder expectationNext Earnings Call
Expected Date
July 29, 2026
EPS Estimate
$2.18
Average shareholder expectationRevenue Estimate
$15.91 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Danone SA
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...