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Company Research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
Danone
Danone (DN) investor relations material
Danone Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 like-for-like sales grew 4.8%, driven by a +3.2% volume/mix and +1.6% price, with broad-based growth across all regions and categories, especially strong in China, North Asia & Oceania.
Reported sales reached €6,876m, up 0.7% year-over-year, despite significant currency headwinds (-5.1%).
Specialized nutrition and high-protein dairy platforms were key growth drivers, with strong innovation and market share gains.
Europe showed eight consecutive quarters of positive volume/mix, while CNAO delivered double-digit growth.
North America saw softer growth (+1.5% LFL), constrained by production capacity, but supported by new product launches and the Kate Farms acquisition.
Financial highlights
Like-for-like sales growth of +4.8% year-over-year; reported net sales up +0.7% to €6,876m, with a positive scope effect (+0.7%) from the Kate Farms acquisition and a negative forex impact (-5.1%).
9M 2025 LFL sales growth: +4.4%, totaling €20,578m.
Category LFL growth in Q3: EDP +3.5%, Specialized Nutrition +8.3%, Waters +2.3%.
Volume/mix and price contributed positively across all categories.
Outlook and guidance
2025 guidance confirmed: like-for-like sales growth expected between +3% and +5%, with recurring operating income projected to grow faster than sales.
Management remains confident in future growth, citing capacity expansions, innovation, and ongoing portfolio transformation.
North America plant-based strategy?
New 3-geo structure's strategic impact?
Kate Farms' future LFL sales contribution?
North America EDP: Outlook for volume/mix improvement?
CNAO SN: Drivers of sustained double-digit growth?
High protein: What sustains global growth momentum?
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Next Danone earnings date
Q4 202520 Feb, 2026
Danone
Next Danone earnings date
Q4 202520 Feb, 2026
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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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