Danone (BN)

Acabo de ver esta noticia:

Danone vende su filial estadounidense por 769 millones,

¿Alguien la tiene revisada?

Danone en el punto de mira de Kraft y Cocacola:

Resultados del primer semestre de 2018:

  • Beneficio: 1.204 millones (+23,5%).
  • Ventas: 12.498 millones (+2,4%).
  • Facturación 6.414 millones (-4,4%).

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Resultados del primer trimestre de 2019:

Y aquí la presentación:

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2019 First-Half Results (25/07/2019):


On track to deliver guidance

  • Consolidated sales up by +1.3% on a reported basis to €6,496m in second quarter
  • Like-for-like sales growth rebound in Q2 as expected: +2.5%, with all businesses growing at more than 2%
  • Recurring operating margin improving for the 7
    th consecutive semester at 14.69%, up +42 bps
  • Strong recurring EPS growth: +6.3% at €1.87
  • Reported EPS at €1.58 reflecting sale of Earthbound Farm and non-recurring restructuring costs
  • 2019 guidance confirmed: like-for-like sales growth of around 3% and recurring operating margin above 15%
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También se está dando una buena leche (nunca mejor dicho) por el profit warning. Pero la rpd sigue más baja de lo que me gustaría.

Ya… yo también he estado pensando en entrar o al menos vender put. Pero es que sigue un 16% más cara que hace dos meses… y RPD ni 3. Además, ¿no os da miedo un poco las marcas blancas en la alimentación? Yo con KHC he escarmentado un poco

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Sí, la tengo en el radar, pero no acabo de estar convencido. Con PG y UNA creo que voy servido.

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2019 Third-Quarter Sales (18/10/2019) - Continued growth acceleration:

  • Consolidated sales up by +3.7% on a reported basis to €6,418m in third quarter
  • Third consecutive quarter of like-for-like sales growth acceleration: +3.0% in Q3
  • Very strong growth of Specialized Nutrition offsets Waters softness due to weather comparables in Europe
  • 2019 guidance: LFL sales growth narrowed to +2.5% to +3% and recurring operating margin reiterated at above 15%

Year 2019 Results (26/02/2020)

  • Strong recurring EPS growth: +8.3% at €3.85
  • 2019 sales: €25.3bn, up +2.6% on a reported and like-for-like bases, with +4.1% in Q4 on a like-for-like basis
  • Strong recurring operating margin improvement at 15.2%, up +76bps on a reported basis and free cash flow delivery reaching an all-time high of €2.5 bn
  • Stronger balance sheet, reaching 2.8x net debt/EBITDA one year ahead of plan
  • Proposed dividend: €2.10 payable in cash, up +8% from €1.94 last year
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Q1 2020 Results (21/04/2020)

  • First-quarter consolidated sales of €6,242m, up +1.7% on a reported basis
  • Like-for-like sales growth of +3.7%, including pantry loading benefit in Europe and North America in March
  • Full-year guidance withdrawn given lack of visibility related to COVID-19
  • Confident in fundamentals of our unique brands, value chain resilience, and balance sheet strength
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