Analyst David Hayes from Jefferies maintained a Buy rating on DANONE SA and keeping the price target at €86.00.
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David Hayes has given his Buy rating due to a combination of factors including resilient organic growth and stable profitability despite localized weaknesses. Danone delivered fourth‑quarter organic sales ahead of expectations, with rest‑of‑world performance compensating for softer trends in China specialized nutrition and North America dairy, while operating margins broadly matched market forecasts.
At the same time, management reaffirmed its usual medium‑term framework, guiding to 3–5% organic sales growth for 2026 and indicating that operating profit should rise faster than revenue, implying gradual margin improvement. The company also expects the financial effect of the infant formula recall to be immaterial, and Hayes appears to view current share price underperformance versus peers as an opportunity rather than a structural concern.
In another report released on February 18, J.P. Morgan also maintained a Buy rating on the stock with a €90.00 price target.