Danone Likely to Disappoint in 2025 as Key Growth Drivers Keep Weakening -- Market Talk

Dow Jones01-08 17:07

0907 GMT - Danone's 2025 performance is expected to bring disappointing sales and a margin miss, Jefferies analysts say in a note. The French food company's key contributors to sales growth and operating margin progression have been faltering since 2022, they say. Important contributing units are U.S. creamers, China waters and China specialized nutrition, which together have contributed up to 50% of total sales growth in recent quarters and have higher margin operations. Jefferies cuts Danone's earnings per share expectations for 2025 by 3%, and revenue by 2%. The brokerage also cuts the stock's rating to underperform from hold after a previous downgrade in September. Shares are down 0.8% at 65 euros. (michael.susin@wsj.com)

(END) Dow Jones Newswires

January 08, 2025 04:07 ET (09:07 GMT)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2501748487?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-08 17:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2501748487","market":"fut","top_or_hot":-1,"title":"Danone Likely to Disappoint in 2025 as Key Growth Drivers Keep Weakening -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0907 GMT - Danone's 2025 performance is expected to bring disappointing sales and a margin miss, Jefferies analysts say in a note. The French food company's key contributors to sales growth and operating margin progression have been faltering since 2022, they say. Important contributing units are U.S. creamers, China waters and China specialized nutrition, which together have contributed up to 50% of total sales growth in recent quarters and have higher margin operations. Jefferies cuts Danone's earnings per share expectations for 2025 by 3%, and revenue by 2%. The brokerage also cuts the stock's rating to underperform from hold after a previous downgrade in September. Shares are down 0.8% at 65 euros. (michael.susin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2025 04:07 ET (09:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Danone Likely to Disappoint in 2025 as Key Growth Drivers Keep Weakening -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDanone Likely to Disappoint in 2025 as Key Growth Drivers Keep Weakening -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://dowjonesnews.com/newdjn/logon.aspx?AL=N><strong>Dow Jones</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>0907 GMT - Danone's 2025 performance is expected to bring disappointing sales and a margin miss, Jefferies analysts say in a note. The French food company's key contributors to sales growth and ...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DANOY","symbol_name":"达能","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2501748487","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501748487","pubTimestamp":1736327220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0907 GMT - Danone's 2025 performance is expected to bring disappointing sales and a margin miss, Jefferies analysts say in a note. The French food company's key contributors to sales growth and operating margin progression have been faltering since 2022, they say. Important contributing units are U.S. creamers, China waters and China specialized nutrition, which together have contributed up to 50% of total sales growth in recent quarters and have higher margin operations. Jefferies cuts Danone's earnings per share expectations for 2025 by 3%, and revenue by 2%. The brokerage also cuts the stock's rating to underperform from hold after a previous downgrade in September. Shares are down 0.8% at 65 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DANOY":"达能","BK1215":"特殊消费者服务","03650":"KEEP","BK4212":"包装食品与肉类"},"translate_title":"由于主要增长动力持续疲软，达能2025年可能会令人失望——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03650":1,"DANOY":0.9},"content_text":"0907 GMT - Danone's 2025 performance is expected to bring disappointing sales and a margin miss, Jefferies analysts say in a note. The French food company's key contributors to sales growth and operating margin progression have been faltering since 2022, they say. Important contributing units are U.S. creamers, China waters and China specialized nutrition, which together have contributed up to 50% of total sales growth in recent quarters and have higher margin operations. Jefferies cuts Danone's earnings per share expectations for 2025 by 3%, and revenue by 2%. The brokerage also cuts the stock's rating to underperform from hold after a previous downgrade in September. Shares are down 0.8% at 65 euros. (michael.susin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2025 04:07 ET (09:07 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501748487"}