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Lifeway Provides Additional Information Regarding Reasons for Rejecting Danone's Revised Proposal
Prnewswire· 2024-11-26 20:30
MORTON GROVE, Ill., Nov. 26, 2024 /PRNewswire/ -- Lifeway Foods, Inc. (NASDAQ: LWAY) (the "Company" or "Lifeway"), the leading U.S. supplier of kefir and fermented probiotic products to support the microbiome, today provided additional information regarding the reasons that its Board of Directors rejected the revised unsolicited proposal made on November 15, 2024 by Danone North America PBC ("Danone") to acquire all the shares of Lifeway that it does not already own for $27.00 per share.The Board determined ...
Evian maker Danone defeats lawsuit over ‘carbon neutral' claim: ‘Technically true'
New York Post· 2024-11-19 01:34
The maker of Evian spring water, Danone, won the dismissal of a lawsuit challenging its “carbon neutral” claim on bottles, as a US judge reversed his earlier ruling letting the proposed class action proceed.Consumers accused Danone of defrauding them into buying Evian, not knowing that its manufacturing process allowed the release of carbon dioxide into the atmosphere.US District Judge Nelson Roman in White Plains, NY, had ruled on Jan. 10 that “carbon neutral” was ambiguous, and Danone expected “too much” ...
Lifeway Foods rejects Danone takeover offer, adopts shareholder rights plan
Proactiveinvestors NA· 2024-11-06 03:47
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Danone(DANOY) - 2024 Q3 - Earnings Call Transcript
2024-10-24 17:08
财务数据和关键指标变化 - 第三季度的同类销售增长为4.2%,显示出公司在软消费环境中的韧性 [4] - 销售额约为68亿欧元,按报告基础下降1.2% [7] - 体量组合贡献达到3.6%,定价贡献为0.7% [7] 各条业务线数据和关键指标变化 - EDP(饮料和植物基产品)同类销售增长4.1%,体量组合增长3.8% [6] - 专业营养同类销售增长5.2%,体量组合增长4.1% [6] - 水产品类同类销售增长3.2%,体量组合增长2.3% [7] 各个市场数据和关键指标变化 - 北美市场同类销售增长5.8%,体量组合增长4.9% [10] - 中国、北亚和大洋洲市场同类销售增长8%,体量组合贡献超过10% [12] - 欧洲市场同类销售增长1.4%,体量组合增长2.4% [8] 公司战略和发展方向和行业竞争 - 公司致力于科学和以消费者为中心的商业模式,推动类别领导力 [16] - 继续投资于高蛋白产品和功能性平台,以实现更高的市场份额 [22] - 在中国市场,专注于高端化战略,特别是在母婴营养领域 [12] 管理层对经营环境和未来前景的评论 - 管理层对未来的信心源于各个市场的强劲表现,尤其是在中国和北美 [20] - 预计2024年同类销售增长将在3%到5%之间,运营利润将适度改善 [16] - 对于欧洲市场,管理层认为定价将不会成为主要增长驱动力 [35] 其他重要信息 - 公司在多个地区的投资正在推动品牌的竞争力和市场份额 [15] - 在拉丁美洲,尽管天气条件不佳,专业营养业务仍在持续增长 [13] 问答环节所有提问和回答 问题: 关于中国、北亚和大洋洲市场的持续增长 - 管理层对该地区的持续增长表示乐观,认为多元化的增长引擎将支持未来的表现 [20] 问题: 欧洲定价的负面影响 - 管理层指出,欧洲的定价策略将继续以消费者为中心,未来将适度调整价格以应对成本变化 [22][34] 问题: 关于美国EDP的表现 - 管理层确认美国市场的咖啡产品和酸奶类别表现强劲,未来将继续推动增长 [28][29] 问题: 关于成本通胀的预期 - 管理层表示,预计未来将面临一些成本通胀,但将通过有效的定价策略来应对 [37]
danoneQ324presentation
2024-10-24 14:18
业绩总结 - 2024年第三季度销售额为€6,826百万,同比增长4.2%[19] - 2024年前9个月总销售额为€10,066百万,同比增长3.5%[24] - 2024年第三季度整体销售额增长为-1.2%[25] 用户数据 - 北美市场销售额为€1,611百万,同比增长5.8%[19] - 欧洲市场销售额为€2,427百万,同比增长1.4%[19] - 中国、北亚及大洋洲市场销售额为€967百万,同比增长8.0%[19] - 拉丁美洲市场销售额为€706百万,同比增长2.7%[19] - 其他地区销售额为€1,115百万,同比增长6.0%[19] - 2024年9个月北美市场销售额为€4,448百万,同比增长4.6%[24] - 2024年9个月欧洲市场销售额为€3,243百万,同比增长1.2%[24] - 2024年9个月中国、北亚及大洋洲市场销售额为€278百万,同比增长12.8%[24] 未来展望 - 2024年公司确认的LFL销售增长指导为+3%至+5%[19] 新产品和新技术研发 - 专业营养品销售额为€6,599百万,同比增长4.6%[24] - 水产品销售额为€3,910百万,同比增长5.0%[24] 市场扩张和并购 - Q3 2024的体量/组合增长在北美为+4.9%,在中国为+10.2%[19] - Q3 2024的体量/组合增长在拉丁美洲为-0.7%,在其他地区为+1.2%[19] 负面信息 - 第三季度北美市场销售额下降11.8%[25] - 第三季度拉丁美洲市场销售额下降8.5%[25] - Q3 2024的价格影响为-1.0%[19] - 第三季度货币影响导致整体销售额下降3.5%[25]
Danone: Continued strong momentum in Q3; Consistently delivering quality growth
GlobeNewswire News Room· 2024-10-24 13:30
2024 Third-Quarter SalesPress release – Paris, October 24, 2024 Continued strong momentum in Q3Consistently delivering quality growth Sales reached €6,826m in Q3 2024, up +4.2% on a like-for-like (LFL) basisStrong volume/mix, up +3.6%, and price up +0.7%; volume/mix and price positive in all categoriesContinued strong performance in North America driven by High Protein, Coffee Creations and WatersFurther acceleration in Europe volume/mix, driven by EDPAnother quarter of strong competitive momentum in China ...
Lifeway Foods Confirms Receipt of Unsolicited, Non-Binding Proposal from Danone
Prnewswire· 2024-09-25 04:05
MORTON GROVE, Ill., Sept. 24, 2024 /PRNewswire/ -- Lifeway Foods, Inc. (Nasdaq: LWAY) ("Lifeway" or "the Company"), a leading U.S. supplier of kefir and fermented probiotic products to support the microbiome, confirmed that it has received an unsolicited, non-binding proposal from Danone North America PBC ("Danone") to acquire all outstanding shares of common stock of Lifeway it does not already own for $25.00 per share in cash. According to the Schedule 13D amendment filed yesterday with the U.S. Securitie ...
Are You Looking for a Top Momentum Pick? Why Danone (DANOY) is a Great Choice
ZACKS· 2024-09-06 01:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...
Danone successfully issues a €700 million bond
GlobeNewswire News Room· 2024-09-06 00:10
Press Release – Paris, September 5, 2024 Danone successfully issues a €700 million bond Danone announces that it has issued today a €700 million bond with a 7-year maturity and a 3.20% coupon. In line with the company's active liquidity management, this issue enables Danone to enhance its funding flexibility while extending the maturity of its debt. The settlement is expected to take place on September 12, 2024 and the bonds will be listed on Euronext Paris. The bond issue was widely subscribed by a diversi ...
Are Consumer Staples Stocks Lagging Danone (DANOY) This Year?
ZACKS· 2024-09-05 22:41
Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Has Danone (DANOY) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. Danone is one of 184 companies in the Consumer Staples group. The Consumer Staples group currently sits at #13 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks wi ...