June 2, 2023 3:09 pm


Investment thesis

Our existing investment thesis is:

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

Danone financials (Tikr Terminal)

Income split (Danone)

Market place positoin (Danone)

Healthful goods (Danone)

Q1 outcomes (Danone)

Outlook (Tikr Terminal)

Danone valuation (Tikr Terminal)