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Investment thesis

Our present investment thesis is:

  • Danone is a higher-good quality enterprise, with various market place-top brands.
  • The enterprise generates its revenues globally, promoting solutions that are hugely useful to consumers’ lives.
  • Income development appears to be sustainable lengthy term, though margins are disappointing.

Danone financials (Tikr Terminal)

Income split (Danone)

Marketplace positoin (Danone)

Healthful goods (Danone)

Q1 benefits (Danone)

Outlook (Tikr Terminal)

Danone valuation (Tikr Terminal)

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