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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Danone's strategic shift to health-focused categories and portfolio discipline is driving sustainable growth and improving operating margins. The Renew Danone strategy emphasizes pricing power, geographic focus, and plant-based integration, enhancing resilience and long-term value. Financials show robust like-for-like sales growth, margin expansion, and strong free cash flow, with valuation offering a compelling upside versus peers.