Danone SA
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+ FollowMarket Cap$50.08B
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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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$144.14
84.4% upside
Current Fair Value
84.4% upsideUndervalued by 84.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $50.08 Billion |
|---|---|
| Enterprise Value | $65.61 Billion |
| Annual dividend | $2.63 |
| Dividend yield | 3.35% |
| Earnings per Share | $2.83 |
| Beta | 0.18 |
| Outstanding Shares | 640,757,020 |
Return
| Return on Equity | 21.60% |
|---|---|
| Return on Assets | 7.82% |
| Return on Invested Capital | -13.01% |
Valuation & Multiples
| P/E Ratio | 22.01 |
|---|---|
| PEG | 173.07 |
| Price to Sales | 0.92 |
| Price to Book Ratio | 2.89 |
| Enterprise Value to Revenue | 1.2 |
| Enterprise Value to EBIT | -15.78 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.27 |
| Debt to Equity | 0.99 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
-
Consensus analyst estimateRevenue Estimate
$7.23 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...