BN.PA · Danone S.A.

EURO STOXX 50 · Euronext Paris

Risiko 5/10 · Staple Turnaround · €72.24 ▲ 2.09%

Kennzahlen

• Price €72.24
• Market cap €46.4B
• P/E (ttm) 25.62
• Div yield 3.18%
• 52-wk range €60.64 – €80.14

Wichtigste Risiken

• China infant formula market decline (declining birth rate) (Specialized Nutrition revenue) — HIGH
• Dairy and plant-based volume pressure as consumers trade down (Essential Dairy & Plant top-line) — HIGH
• Portfolio restructuring execution and brand divestiture timing (Earnings continuity) — MED
• Input cost volatility (milk solids, PET packaging) (Gross margins) — MED

Fazit

Restructuring progress is visible but China infant formula structural decline is a real headwind that limits earnings growth optionality for this decade.

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