Analyst David Hayes from Jefferies maintained a Buy rating on DANONE SA and keeping the price target at €84.00.
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David Hayes has given his Buy rating due to a combination of factors that highlight Danone’s potential for growth and market resilience. One of the key reasons is the expected improvement in Danone’s performance in Europe, where the company is benefiting from a strong demand for high-protein products and stabilizing pricing. This is further supported by the introduction of new product lines and expansion into new channels, which are anticipated to drive volume growth.
Additionally, while the North American market faces challenges due to a decline in the creamer segment, there are encouraging trends in high-protein products that could offset this weakness. In China, Danone continues to perform solidly, particularly in the Infant Milk Formula segment, and the Rest of the World sees support from robust Specialized Nutrition sales despite weaker performance in the water category. With potential risks of a slowdown pushed back to the second half of 2026, Danone is positioned to outperform its peers, making it an attractive investment opportunity.