Today, Danone is hosting a Capital Market Event where the company will share its mid-term strategy and value creation journey for the 2025-2028 period.
Danone’s next chapter will build on the fundamentals the company reestablished over the last 2 years: science and innovation, operational and executional discipline, and proactive portfolio management.
Danone will project itself into the future of Health and Nutrition by:
• Gradually pivoting the way it addresses its categories – notably Protein and Gut Health;
• Broadening some of its business models, accelerating in Away-from-home and Medical Nutrition;
• Further expanding its geographic footprint.
Antoine de Saint-Affrique, Chief Executive Officer, said: “The Danone of today is very different from the Danone of 2 years ago. We now have the right fundamentals in place to turn Danone into a truly science based, consumer and patient centric company, with an even stronger focus on our unique health focused mission. The food industry is at a tipping point: health, and the role food plays in health, will become more critical than ever. I believe this gives us a head start in what will be a different world, one in which we can play a leading role.”
Committed to a long-term value compounding model, Danone aims to consistently deliver attractive returns, and expects, for the 2025-2028 period, like-for-like net sales growth between +3% and +5%, and recurring operating income to grow faster than net sales.
This financial guidance should allow Danone to deliver a structurally double-digit ROIC and progress towards its long-term ambition of €3bn free-cash-flow.
