Danone SA

BN: XPAR (FRA)

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Danone Is on the Right Recovery Path After a Stellar 2023

Ioannis Pontikis

Mar 21, 2024

Business Strategy and Outlook

After years of suboptimal capital allocation decisions and execution, which have resulted in poor shareholder returns, Danone needs a new strategic plan. New management has attributed the company's historical underperformance versus peers to a lack of focus on the core portfolio, late and subscale innovation efforts, inconsistent execution, and low investment, an assessment we agree with.

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Danone SA

Danone Is on the Right Recovery Path After a Stellar 2023

Business Strategy and Outlook

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