Groupe Danone Investor Relations and Corporate Governance Structure

Groupe Danone has a robust investor relations and corporate governance structure in place. At the helm is the Board of Directors, which oversees the company's overall strategy and direction.

The Board of Directors is composed of 13 members, including the Chairman, Emmanuel Faber, and the CEO, Antonio Papalardo. This diverse group brings a wealth of experience and expertise to the table, ensuring that the company is well-positioned for long-term success.

The company's corporate governance structure is designed to promote transparency, accountability, and stakeholder engagement. This is reflected in the clear and concise communication of financial information and strategic updates to investors and other stakeholders.

Groupe Danone's commitment to corporate governance is evident in its strong track record of transparency and disclosure.

A unique perspective: State of Wisconsin Investment Board

Danone has consistently delivered solid financial performance over the years.

The company has made consistent progress on Renew Danone, its ambitious growth plan. In Q1 2024, Danone had a good start to the year, further delivering on this plan.

Danone's Q1 2024 presentation is available, along with a webcast and transcript. This is part of the company's ongoing efforts to communicate its financial performance to investors.

Danone's financial performance has been driven by its focus on execution and delivery. In Q3 2023, the company reported solid results, with its Renew Danone strategy starting to yield results. This was accompanied by a raised full-year guidance.

Danone's financial performance is also reflected in its sales growth. In Q1 2021, the company reported a decline in sales, but this was followed by a return to like-for-like growth. This indicates a resilience in the company's business model.

Here are some key financial highlights for Danone:

Danone's Q3 sales have shown strong momentum in recent years. In Q3 2024, the company consistently delivered quality growth.

Danone has a history of strong sales growth, with a notable example being its upgrade of 2017 guidance to double-digit recurring EPS growth at constant exchange rate.

Here are some key Q3 sales highlights:

In Q1 2018, Danone saw a strong start to the year with +4.9% like-for-like sales growth.

Danone's H1 results have been a mixed bag over the years. Solid first half the year; Making consistent progress on Renew Danone was the case in 2023, with Danone H1 2023 results and a Half Year 2023 Danone SA Earnings Call on July 26, 2023 / 9:00AM.

In 2022, Danone made consistent progress and solid delivery, setting the stage for profitable growth in 2023. The Full Year 2022 Danone SA Earnings Call on February 22; 2023 / 7:30AM highlighted this progress.

Danone's H1 results have shown continued good momentum across categories and geographies, with a strong start to the year in 2022. The Half Year 2022 Danone SA Earnings Call on July 27; 2022 / 6:30AM provided more details on this momentum.

Here are some key H1 results for Danone over the years:

Danone's H1 results have shown a consistent trend of growth and progress over the years.

The Board of Directors at Danone has undergone a significant renewal process, completing it in 2023 after starting in 2021.

This renewal has resulted in a Board that is comprised of 89% independent Directors, bringing a wealth of expertise and experience to the table.

These Directors are recognized experts in the consumer goods market, having held positions of high responsibility within major international groups, which provides them with a deep understanding of Danone's challenges.

Worth a look: Vanguard Group Board of Directors

The management team at Danone is comprised of experienced leaders who have been in their roles for several years. Antoine Bernard de Saint-Affrique has been CEO since September 2021, bringing over 60 years of experience to the position.

Antoine Bernard de Saint-Affrique, at the age of 60, has been leading the company since 2021. Shane Grant was also a CEO at Danone, taking on the role in 2021.

The team also includes Juergen Esser, Director of Finance/CFO, who has been in his position since February 2021. Isabelle Esser, the Chief Tech/Sci/R&D Officer, has been with the company since March 2022.

The ages of the top executives at Danone range from 54 to 61 years old. Vikram Agarwal, the Chief Operating Officer, is 60 years old.

Here is a list of Danone's top executives:

The Board of Directors at Danone has undergone significant changes in recent years. The renewal process, which began in 2021, was completed in 2023.

The Board now consists of 89% independent Directors, who bring a wealth of expertise to the table. This diversity of experience and expertise gives the Board a deep understanding of Danone's challenges.

One of the key benefits of having independent Directors is that they are not beholden to any one individual or group. This allows them to make decisions in the best interests of the company, rather than being influenced by external factors.

Here is a list of the current Board Members:

The Board Members are a diverse group of individuals with a range of experiences and expertise.

Danone has a long history of prioritizing sustainability, dating back to 1972 when it established its dual economic and social project.

The company's mission, defined over 15 years ago, is to bring health through food to as many people as possible.

In 2022, Danone unveiled a new strategic plan called Renew Danone, aiming to reconnect the company with a sustainably profitable growth model.

This plan is built on greater alignment between purpose and performance, with a focus on sustainability at its core.

The Danone Impact Journey, introduced in February 2023, is the company's new sustainability roadmap, organized around three pillars: Health, Nature, and People & Communities.

Each of these pillars has a set of priorities that are translated into mid to long-term objectives, guiding Danone's sustainability efforts.

Danone has significant holdings in various companies, including LIFEWAY FOODS, INC. and LAIRD SUPERFOOD, INC. These holdings make up a substantial portion of Danone's investment portfolio.

Danone's largest holding is LIFEWAY FOODS, INC. with a 23.32% stake, totaling $85,677,949. This is a notable investment for Danone, and it's likely that they have a strong interest in the company's future.

Danone also holds a significant stake in LAIRD SUPERFOOD, INC. with an 8.33% stake, totaling $6,754,689. This investment is another example of Danone's interest in the health and wellness industry.

Here's a brief summary of Danone's holdings:

Danone's shareholders include Artisan Partners LP, with a 6.863% stake and a valuation of €3.145 billion. The company's largest shareholder is Artisan Partners LP.

Danone's employee stock ownership plan holds a 1.636% stake, valued at €750 million. This plan is a significant component of the company's ownership structure.

Danone's valuation is substantial, with a total of €6.421 billion represented by the shares held by its top shareholders. This valuation is a reflection of the company's size and influence.

Here are the top shareholders of Danone, listed in order of their percentage stake:

Danone's shareholders also include smaller stakeholders, such as Hantz Financial Services, Inc., which holds a 0.003148% stake valued at €2 million.

Danone has made significant strides in its strategic planning, unveiling Renew Danone in March 2022. This plan aims to reconnect the company with a sustainable profitable growth model.

The Renew strategy is built on three key fundamentals: science and innovation, operational and executional discipline, and proactive portfolio management. Danone has been actively working to reestablish these fundamentals over the last two years.

In June 2024, Danone opened the next chapter of its Renew strategy, marking a significant milestone in the company's journey towards sustainable growth. By doing so, Danone has demonstrated its commitment to continuous improvement and adaptation.

Broaden your view: Investor Relations Strategy

As we dive into the world of investor relations, let's take a closer look at the holdings of a particular company, Danone.

Danone's portfolio is quite diverse, with a significant stake in LIFEWAY FOODS, INC. holding 23.32% of the company's equities.

Danone's largest holding is DANONE itself, making up 5.28% of the company's equities.

Danone also has a notable stake in LAIRD SUPERFOOD, INC., holding 8.33% of the company's equities.

Here's a breakdown of Danone's top holdings:

Danone's valuation of these holdings is quite substantial, with DANONE itself valued at $2,420,884,563, LIFEWAY FOODS, INC. valued at $85,677,949, and LAIRD SUPERFOOD, INC. valued at $6,754,689.

Danone's stock has performed well in recent years, with a compound annual growth rate (CAGR) of 10% over the past five years.

The company has a strong track record of delivering value to its shareholders, with a dividend yield of 2.5% and a payout ratio of 50%.

Danone's commitment to sustainability and social responsibility has also been recognized by investors, with the company being named to the Dow Jones Sustainability Index for the 14th consecutive year.

The stock symbol FR0000120644 is associated with Danone, a company that has seen some recent changes in the market.

As of January 14, 2025, the stock's price is 64.04, with a 5-day change of 0.09%. This is a relatively small increase, but it's still a positive trend.

The 1st Jan change is more significant, with the stock price decreasing by 2.29%. This is a notable drop, and it's worth keeping an eye on the company's performance.

Here are the recent changes in the stock's price:

Danone has recently received an upgrade to Neutral by Bernstein, which could potentially impact the stock's price.

Insider trading is a significant aspect of stock and trading that can greatly impact market trends and investor decisions. Insider trading refers to the buying or selling of securities by individuals with access to non-public, material information about the company.

In the context of the provided data, several instances of insider trading activity can be observed. On March 1st, 2024, a substantial buy transaction took place, with EUR 88,573.20 being invested at a price of EUR 59.05.

A notable pattern in the data is the occurrence of buy transactions on specific dates. For example, EUR 405,880.30 was invested on December 18th, 2023, at a price of EUR 57.98, and EUR 53,290.00 on September 4th, 2023, at a price of EUR 53.29.

The data also highlights the involvement of individuals with the position "None(Other)" in several transactions. These transactions include a buy of EUR 54,948.30 on August 9th, 2023, at a price of EUR 54.95, and a buy of EUR 48,411.93 on April 28th, 2023, at a price of EUR 59.99.

Here is a summary of the buy transactions: