Competitive PressureThe competitive pressure from Nestle in the US Creamers market, which has been a success story for Danone, is increasing.
Market Valuation And CostsValuation indicates risk to US Dairy growth and increasing costs for European Dairy, threatening sales and operational margin targets.
Sales And Margin RisksConcerns remain that key contributors to sales growth and operating margin progression since 2022 are at risk of faltering.