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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.
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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