• Fri. Jun 2nd, 2023

Danone: High quality Enterprise With Market Main Manufacturers


May 26, 2023


Funding thesis

Our present funding thesis is:

  • Danone is a high-quality enterprise, with a number of market-leading manufacturers.
  • The corporate generates its revenues globally, promoting merchandise which are extremely helpful to shoppers’ lives.
  • Income development appears to be like to be sustainable long run, though margins are disappointing.

Danone financials (Tikr Terminal)

Income break up (Danone)

Market positoin (Danone)

Wholesome items (Danone)

Q1 outcomes (Danone)

Outlook (Tikr Terminal)

Danone valuation (Tikr Terminal)