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Danone SA ADR (DANOY)
OTHER OTC:DANOY

Danone SA (DANOY) Price & Analysis

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DANOY Stock Chart & Stats

$18.20
-$0.15(-1.13%)
At close: 4:00 PM EST
$18.20
-$0.15(-1.13%)

Bulls Say, Bears Say

Bulls Say
Free Cash Flow & ROICConsistent high free cash flow (EUR 2.8bn in 2025) and a double-digit ROIC (10.7%) indicate durable cash generation and improving capital efficiency. This funds capex, dividends, targeted M&A and deleveraging without relying on volatile external financing, supporting medium-term strategic flexibility.
Operating ProfitabilityMargin expansion to 13.4% with EPS growth shows structural operating leverage and pricing/mix resilience. Sustained margins reflect disciplined cost management and premium platforms, underpinning durable earnings power even if top-line growth moderates over the next 2-6 months.
Platform & Specialized Nutrition ScaleStrength in specialized nutrition and large-scale platforms (Oikos PRO, Alpro, medical nutrition ~€1bn each) reflects portfolio tilt toward higher-margin, resilient categories. Kate Farms M&A builds US medical nutrition scale, supporting sustainable growth, channel penetration and margin improvement over time.
Bears Say
Infant Milk Formula RecallsProduct recalls in IMF create reputational and channel disruption risks that can persist beyond the immediate sales hit. Rebuilding trust with consumers and healthcare partners requires sustained investment in quality, communications and potential reformulation, pressuring volumes and marketing spend for multiple quarters.
North America UnderperformanceWeak volumes and margin decline in North America—one of Danone's key developed markets—point to structural competitiveness and portfolio execution issues. If management cannot restore volume growth and margins, sustained underperformance could materially limit group growth and dilute overall margin progress.
Limited Top-Line Momentum & Moderate LeverageA meaningful revenue decline alongside only modest cash coverage of debt signals constrained organic growth and moderate financial flexibility. With OCF covering ~25% of total debt, the company can service obligations but has limited headroom to accelerate large-scale investments or rapid deleveraging without reallocating cash or increasing leverage.

Danone SA News

DANOY FAQ

What was Danone SA ADR’s price range in the past 12 months?
Danone SA ADR lowest stock price was $14.93 and its highest was $18.63 in the past 12 months.
    What is Danone SA ADR’s market cap?
    Danone SA ADR’s market cap is $52.50B.
      When is Danone SA ADR’s upcoming earnings report date?
      Danone SA ADR’s upcoming earnings report date is Jul 29, 2026 which is in 146 days.
        How were Danone SA ADR’s earnings last quarter?
        Danone SA ADR released its earnings results on Feb 20, 2026. The company reported $0.446 earnings per share for the quarter, beating the consensus estimate of $0.437 by $0.009.
          Is Danone SA ADR overvalued?
          According to Wall Street analysts Danone SA ADR’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Danone SA ADR pay dividends?
            Danone SA ADR pays a Annually dividend of $0.47 which represents an annual dividend yield of 2.61%. See more information on Danone SA ADR dividends here
              What is Danone SA ADR’s EPS estimate?
              Danone SA ADR’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Danone SA ADR have?
              Danone SA ADR has 3,406,972,400 shares outstanding.
                What happened to Danone SA ADR’s price movement after its last earnings report?
                Danone SA ADR reported an EPS of $0.446 in its last earnings report, beating expectations of $0.437. Following the earnings report the stock price went down -0.46%.
                  Which hedge fund is a major shareholder of Danone SA ADR?
                  Currently, no hedge funds are holding shares in DANOY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Danone SA ADR

                    Danone S.A. operates in the food and beverage industry in Europe, Noram, Latin America, the Asia Pacific, Africa, and the Middle East. The company operates through three segments: Essential Dairy & Plant-Based, Specialized Nutrition, and Waters. It produces and distributes yogurts; milk products; coffee creamers, drinks, and beverages; plant-based products; and ice creams, desserts, and nutritional powdered protein products under the Actimel, Activia, Alpro, Aptamil, Danette, Danio, Danonino, evian, Nutricia, Nutrilon, Volvic, as well as under the licensed brands, including International Delight, Dunkin' Donuts, and Bailey's. The company also offers specialized nutrition products for pregnant and breastfeeding mothers, infants, and young children under the Aptamil, Nutrilon, Gallia, Cow & Gate, Blédina, Bebelac, Olvarit, and Happy Family Organics brands. In addition, it provides tube feeding products under the Nutrison name; oral nutritional supplements under the Fortimel and NutriDrink names; and hypoallergenic products for children with allergies primarily under the Aptamil ProSyneo, Aptamil Pepti Syneo, and Neocate Syneo names. Further, the company offers water with natural fruit extracts, fruit juice, and vitamins under the evian, Volvic, Aqua, Mizone, Bonafont, Villavicencio, Villa del Sur, Hayat, Sirma, Fontvella, Lanjarón, Salus, Aqua d'Or, and Zywiec Zdroj brands. It distributes its products through retail chains and traditional market outlets; convenience stores; hospitals, clinics, and pharmacies; and e-commerce. The company was formerly known as Groupe Danone and changed its name to Danone S.A. in April 2009. Danone S.A. was incorporated in 1899 and is headquartered in Paris, France.

                    Danone SA (DANOY) Earnings & Revenues

                    DANOY Company Deck

                    DANOY Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominately positive operational and financial performance for FY25: like-for-like sales growth (+4.5%), margin expansion (+44 bps to 13.4%), EPS growth (+4.6% to EUR 3.80), strong free cash flow (EUR 2.8bn) and improved ROIC (10.7%). Strategic highlights included platform scale-ups (Oikos PRO, Alpro), Medical Nutrition M&A (Kate Farms ~ $500m), sustainability milestones (B Corp, CDP Triple A) and supply-chain recognition. Against this backdrop, notable near-term challenges were the Infant Milk Formula recalls (estimated one-off Q1 sales impact ~0.5%–1.0%), North American underperformance, currency headwinds and some H2 margin phasing pressures from ingredient inflation. Management framed these as addressable (targeted investments, leadership changes, capacity expansion and confidence in FY26 guidance). Overall, positives (broad-based growth, cash generation, strategic milestones) outweigh the lowlights, which are significant but largely short- to medium-term in nature.View all DANOY earnings summaries
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                    Ownership Overview

                    <0.01%<0.01%99.99%
                    Insiders
                    <0.01% Other Institutional Investors
                    99.99% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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