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Danone (DN) investor relations material

Danone Barclays 18th Annual Global Consumer Staples Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 18th Annual Global Consumer Staples Conference 2025 summary2 Sep, 2025

Organizational transformation and leadership

  • Shifted to three macro-geographies to enhance agility and market impact, with expanded roles for key executives.

  • Built a strong internal talent pool and succession planning to manage recent high-profile executive departures.

  • Renewed focus on execution and science-driven differentiation to outpace industry growth.

Portfolio strategy and innovation

  • Transitioning from a yogurt-centric image to leadership in protein and gut health, leveraging scientific expertise.

  • High-protein business grew from €300–400 million to over €1 billion in 3.5 years, with continued global expansion.

  • Launching shelf-stable Oikos protein shakes in the U.S., targeting a $10 billion market opportunity.

  • Activia is being repositioned with low-sugar, high-prebiotic/probiotic innovations to regain category leadership.

Category and channel expansion

  • Aptamil, the largest infant formula brand, is growing double digits globally, with advanced science-driven products like Nuturis and a focus on China.

  • Medical nutrition is booming, especially in China, with investments in sales force and new product categories like oral medical nutrition.

  • Acquisition of Kate Farms enables entry into U.S. medical nutrition, aiming for a multi-billion platform and leveraging plant-based expertise.

  • Significant growth in non-retail channels, with 50% of sales now outside modern retail, and a focus on on-the-go and away-from-home consumption.

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Frequently asked questions

Danone S.A. operates in the food and beverage industry in Europe, Noram, Latin America, the Asia Pacific, Africa, and the Middle East. It offers yogurts primarily under Actimel, Activia, Danonino/Danimals, Danette, Danio and Prostokvashino brands; fresh dairy products primarily under Aptamil, Blédina, Cow & Gate, FortiCal Densia and Milumel brands; bottled water mainly under evian brand; beverages principally under Alpro and Silk brands; baby foods primarily under Gallia brand; and medical nutrition products mainly under Vitalinea brand. The company was formerly known as Groupe Danone and changed its name to Danone S.A. in July 2017.

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