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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.43Last Year’s EPS
0.37Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Solid Like-for-Like Sales Growth
Full-year like-for-like sales grew +4.5% (Q4 +4.7%), driven by volume/mix (+2.7% FY; +2.5% Q4) and price (+1.8% FY; +2.1% Q4). Reported sales were broadly stable at EUR 27.3bn after currency and scope effects.
Improved Profitability and EPS
Recurring operating margin expanded by +44 basis points to 13.4% and recurring EPS rose +4.6% to EUR 3.80, close to an all-time high.
Strong Cash Generation and ROIC
Free cash flow of EUR 2.8 billion for 2025 and Return on Invested Capital improved to double-digit (10.7%), up ~62 basis points year-on-year.
Category and Platform Momentum
Specialized Nutrition grew +7.4% like-for-like; EDP +3.5%; Waters +1.9%. High-protein platforms performed strongly globally (Oikos PRO exceeded EUR 1bn), Alpro became a EUR 1bn platform, and Fortimel/Nutrison Medical Nutrition reached ~EUR 1bn.
Regional Standouts — CNAO and Emerging Markets
China, North Asia & Oceania (CNAO) delivered exceptional LFL growth of +11.7%, driven by volume (+12%). Latin America grew +6% LFL and AMEA +5.6% LFL, all finishing the year strongly.
Strategic M&A and Portfolio Moves
Acquisition of Kate Farms helped build a US Medical Nutrition platform (~$500m) and an additional 1% stake in Australian JV raised ownership to 51% (financial consolidation). Integration and scale gains already showing strong growth for Kate Farms.
Sustainability & Operations Recognition
Worldwide B Corp certification achieved; CDP Triple A recognition retained. Supply chain ranked 10th in Gartner Top 25 Supply Chains; Industry 5.0 Academy upskilling 20,000 employees and 10 factories piloting digital factory capabilities.
Dividend Increase
Proposed dividend of EUR 2.25 per share, up ~5% versus prior year, aligned with EPS growth.
DANOY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DANOY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 20, 2026 | $16.99 | $16.91 | -0.46% |
Jul 30, 2025 | $14.90 | $15.82 | +6.19% |
Feb 26, 2025 | $13.95 | $13.69 | -1.85% |
Jul 31, 2024 | $12.22 | $12.48 | +2.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Danone SA ADR (DANOY) report earnings?
Danone SA ADR (DANOY) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Danone SA ADR (DANOY) earnings time?
Danone SA ADR (DANOY) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DANOY EPS forecast?
DANOY EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.