Jefferies analyst David Hayes maintained a Buy rating on DANONE SA today and set a price target of €82.00.
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David Hayes has given his Buy rating due to a combination of factors that highlight resilient top-line performance and improving regional trends. Danone’s organic sales and volume growth met or slightly exceeded market and internal expectations, even after accounting for the known headwind from the infant formula recall, implying underlying growth close to 4% and supporting confidence in the business trajectory.
He also emphasizes that momentum is improving in the U.S. and that results in China surpassed concerns around supply chain and recall fallout, offsetting weakness in the rest of the world tied to one-off flooding in Indonesia. With full-year 2026 guidance reaffirmed for 3–5% organic sales growth and operating profit expected to rise faster than revenue, signaling margin expansion, Hayes views the unchanged consensus EPS as a positive outcome that justifies a Buy stance versus peers.
In another report released yesterday, J.P. Morgan also maintained a Buy rating on the stock with a €90.00 price target.