丹one产品 - 丹one首席执行官表示，肥胖药物对食品业务的威胁被低估，认为消费者可能会转向健康产品作为新的减肥方案的一部分[1] - 丹one产品，如Activia酸奶和Alpro植物奶，将成为消费者新饮食的重要组成部分[6] GLP-1影响 - Kepler Cheuvreux的分析师表示，对GLP-1对消费品市场的影响可能被夸大，特别是在营养食品领域[8] - GLP-1用户可能摄入更少的卡路里，但我们不认为会对整体食品需求产生实质影响，同时我们看到蛋白质产品和饮食补充剂的食品制造商存在机会[9]

财务数据和关键指标变化 - 公司2023年全年销售增长7%,创下新高 [7] - 2023年经常性每股收益增长3.4% [59] - 2023年自由现金流达到26亿欧元,创历史新高 [60] - 2023年资本回报率(ROIC)达到9.5%,较上年有所提升 [60] 各条业务线数据和关键指标变化 - 乳品业务在北美和欧洲持续改善,第四季度实现正增长 [12][39][41] - 婴幼儿配方奶粉业务在中国和东南亚表现强劲 [48] - 医疗营养业务在全球范围内持续高速增长 [43][49] - 水业务在欧洲、中国和墨西哥表现出色 [36][50] 各个市场数据和关键指标变化 - 欧洲市场第四季度销售增长6%,全年增长5.9% [44] - 北美市场第四季度销售增长3.1%,全年增长5.8% [45][47] - 中国-北亚-大洋洲市场第四季度销售增长7.4%,全年增长10.1% [48][50] - 拉丁美洲市场第四季度销售增长8.1%,全年经营利润率提升247个基点 [51][53] 公司战略和发展方向 - 公司持续推进"Renew Danone"战略转型,聚焦提升产品竞争力和品牌力 [6][11][16] - 重点发展医疗营养、咖啡创新和高蛋白等增长平台 [17][19][21] - 系统性地改善表现不佳的资产,如Mizone、巴西和非洲业务 [22][24][25] - 通过资产剥离和收购优化业务组合,提升投资回报率 [28][29][30] 管理层对经营环境和未来前景的评论 - 尽管外部环境充满挑战,但公司保持了良好的业绩表现和战略执行 [6][27] - 消费者正在更积极地权衡价值取舍,公司需要持续提升产品和品牌的差异化 [139][142] - 2024年公司将保持3%-5%的销售增长和适度的利润率改善 [62][63] - 公司将在6月举行资本市场日,分享未来长期发展计划 [74] 问答环节重要的提问和回答 问题1 **Guillaume Delmas提问** 询问2024年定价和成本趋势 [77][78] **Juergen Esser回答** 2024年仍将有适度的价格上涨,但通胀有所放缓 [79][80][81] 问题2 **Jon Cox提问** 询问自由现金流改善的原因以及未来利润率改善的可能性 [91][92] **Juergen Esser回答** 自由现金流改善主要来自于营业活动现金流增加、资本支出控制以及营运资金改善 [93][94][95][96][97][98] 利润率改善将保持适度,需要持续投入以确保增长动力的可持续性 [100][101] 问题3 **Warren Ackerman提问** 询问中国婴幼儿配方奶粉业务和肠内营养业务的最新进展 [106][107] **Antoine de Saint-Affrique回答** 中国婴幼儿配方奶粉业务保持强劲增长,公司正在推出高端产品线;肠内营养业务在中国持续快速增长 [108][109][110][111][112]

Nestle S.A. (OTC:NSRGF, VTX:NESN) and Danone (OTCQX:DANOY) have both signalled food prices could climb more slowly over the coming year after such sharp increases have hit demand at both. Nestle reported organic sales growth of 7.2% for the year to December, below analysts’ expectations for 7.4%. Danone (OTCQX:DANOY) said like-for-like sales had climbed by 7% meanwhile, with price increases offsetting a 0.4% decline in volumes. Such price rises have become commonplace in shops in recent years, with the two ...

French food-manufacturing multinational Danone (OTCQX:DANOY) has announced a 7% reduction in the wholesale price of its powdered Aptamil baby formula products following an investigation by the UK's Competition and Markets Authority (CMA) into high formula prices. The CMA's scrutiny was triggered by significant price hikes in the baby formula sector, with Danone's prices having risen by 25% over two years. Data shared by the CMA showed that the cost of an 800g pack of Aptamil increased by 26% to £14.50 betwe ...

In today’s business landscape, consumers’ and investors’ growing focus on supply chain scrutiny is unrelenting but good news for eco-friendly stocks. This trend underscores a critical need for transparency, pushing companies to invest heavily in sustainable supply chain practices. Failing to do so risks alienating customers and investors, potentially eroding revenue streams. This shift toward sustainability and transparency isn’t just an environmental gesture; it’s a strategic move aligning with environment ...

销售额 - 欧洲地区Q3 2023净销售额为€2,392m，同比增长+5.1%[14] - 公司Q3 2023净销售额为€6,906m，同比增长+6.2%[14] - 公司9M 2023净销售额为€21,118m，同比增长+7.6%[17] 地区销售增长 - 北美地区销售增长+3.9%，主要由咖啡和酸奶产品带动[8] - 中国、北亚和大洋洲地区销售增长+8.4%，各类产品表现均出色[9] - 拉丁美洲地区Q3 2023净销售额为€0.8bn，同比增长+8.2%[10] 价格增长 - 报告中提到，价格的正常化对销售增长有积极影响[2] - 中国、北美和拉丁美洲地区Q3 2023价格增长分别为+10.0%、+4.0%和+10.0%[14] 产品类别销售额 - 公司Q3 2023各类别净销售额分别为€3,474m、€2,070m和€1,362m，同比增长分别为+6.3%、+5.7%和+7.0%[15] - 公司Q3 2023 EDP销售额为€3,474m，同比增长+6.3%[16] - 公司Q3 2023专业营养销售额为€2,070m，同比增长+5.7%[16] - 公司Q3 2023饮用水销售额为€1,362m，同比增长+7.0%[16] 其他 - 2023年公司预期LFL销售增长提高至+6%到+7%[12] - 2023年第三季度，公司总体销售增长5.4%，其中中国市场销售增长8.4%[20]

ToplineGlobal shipping firms—including Denmark’s AP Møller-Maersk and Germany’s Hapag-Lloyd—have paused and rerouted operations in the Red Sea due to risks of attacks by Yemen’s rebel Houthi group, leading some companies to warn of shortages and delays as they seek alternative trading routes.Ikea and Danone have warned of shipping delays as they seek alternative trade routes. (Photo by ... [+] Warren Little/Getty Images)Getty Images Key FactsOver 100 container ships have been rerouted around the southern ti ...

Danone S.A. (OTCQX:DANOY) Q3 2023 Earnings Conference Call October 26, 2023 11:45 AM ET Company Participants Mathilde Rodie - Head, IR Juergen Esser - CFO Conference Call Participants Bruno Monteyne - Bernstein Celine Pannuti - JPMorgan Guillaume Delmas - UBS Jon Cox - Kepler Pascal Boll - Stifel Warren Ackerman - Barclays Mathilde Rodie Good morning everyone. Thank you for being with us this morning for our Q3 Results Call. I'm with Juergen Esser, the CFO, who will go through some prepared remarks, before ...

Danone S.A. (OTCQX:DANOY) Q2 2023 Earnings Conference Call July 26, 2023 2:30 AM ET Company Participants Mathilde Rodie - Head, Investor Relations Antoine de Saint-Affrique - Chief Executive Officer Juergen Esser - Chief Financial Officer Conference Call Participants Warren Akerman - Barclays Guillaume Delmas - UBS Pascal Boll - Stifel Celine Pannuti - JPMorgan Jeff Stent - Exane Rashad Kawan - Morgan Stanley Jon Cox - Kepler Cheuvreux Operator Good day, and thank you for standing by. Welcome to the Danone ...

Danone S.A. (OTCQX:DANOY) Q1 2023 Results Conference Call April 26, 2023 11:00 AM ET Company Participants Mathilde Rodie - Head, IR Juergen Esser - CFO Conference Call Participants Guillaume Delmas - UBS Jon Cox - Kepler Cheuvreux Bruno Monteyne - Bernstein Celine Pannuti - JPMorgan Warren Ackerman - Barclays Martin Deboo - Jefferies David Hayes - SocieteGenerale Tom Sykes - Deutsche Bank Charlie Higgs - Redburn Mathilde Rodie Good morning, everyone. Thank you for being with us this morning for our Q1 call ...