Danone shares optimistic outlook for 2026 after strong China sales drive 2025 results beat

Danone reported 2025 sales of 27.28 billion euros today as China demand offset US weakness. The firm targets three to five percent sales growth for 2026.

Insights:
Danone reported full-year 2025 results today that exceeded analyst expectations for sales, free cash flow, and recurring operating margin. The company posted total sales of €27.28 billion, with like-for-like sales growth reaching 4.5%, compared to the 4.4% consensus expected by analysts. This financial performance comes as the company continues to evaluate ongoing infant formula recall assessments, which management currently describes as not material to the firm's overall results.
FILE PHOTO: A logo of French food group Danone is seen at the company headquarters in Rueil-Malmaison near Paris, France, April 14, 2025. REUTERS/Stephanie Lecocq/File Photo
FILE PHOTO: A logo of French food group Danone is seen at the company headquarters in Rueil-Malmaison near Paris, France, April 14, 2025. REUTERS/Stephanie Lecocq/File Photo
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