Danone, FR0000120644

Danone reiterates guidance. Danone stock sits 26.70 percent below its high

Published on 10/09/2026 at 12:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 sales reached EUR 7.215 billion, with 4.20 percent like-for-like growth. Danone stock costs EUR 58.75 on October 9, 2026 after EUR 59.15.

Key points in brief

Danone reiterated its 2026 like-for-like sales growth target of 3.00 percent to 5.00 percent on October 1, 2026.
Second-quarter 2026 sales reached EUR 7.215 billion, up 4.20 percent like-for-like.
Danone stock was EUR 58.75 at Lang & Schwarz on October 9, 2026, versus a EUR 59.15 prior close.
JPMorgan kept its Overweight rating and EUR 90.00 price target ahead of the October 28 sales update.

Redaktionsfoto des Euronext-Paris-Handelssaals mit CAC-40-Kursanzeigen und Tradern — Der Euronext-Paris-Handelssaal mit CAC-40-Charts illustriert das Börsenumfeld für Danone S.A. Aktie FR0000120644, Illustration mit AI erstellt.

Danone (FR0000120644) reiterated 2026 like-for-like sales guidance of 3.00 percent to 5.00 percent, while Danone stock sat 26.70 percent below its 52-week high of EUR 80.14 on October 9, 2026. The guidance was set out in the company's October 1, 2026 sales aide-memoire ahead of the October 28 third-quarter update, according to Financial Times.

Danone keeps its 2026 target

The October 1 document said recurring operating income should grow faster than sales. It also reported second-quarter 2026 sales of EUR 7.215 billion, up 4.20 percent on a like-for-like basis, with volume and mix contributing 1.90 percent and pricing contributing 2.30 percent, according to Financial Times.

The comparison with the first quarter is material: like-for-like growth accelerated from 2.70 percent in the first quarter of 2026 to 4.20 percent in the second quarter. The reported first-half 2026 increase was 1.40 percent after a negative 3.30 percent foreign-exchange effect.

Three dated steps shape the story

On August 3, 2026, Danone completed its Argentine joint venture with Arcor, with Danone holding 50.00 percent. On September 4, 2026, it completed the acquisition of Huel, which was consolidated from September 1, 2026. On October 1, 2026, Danone reiterated its 3.00 percent to 5.00 percent 2026 like-for-like sales target, according to Financial Times.

What does the Q2 split mean?

The regional mix gives the October update a clear test. Second-quarter 2026 like-for-like sales rose 5.20 percent in Asia Pacific, 4.30 percent in the Americas and 3.60 percent in Europe, the Middle East and Africa, while Europe alone grew 0.60 percent, according to Boursorama. That spread makes regional execution more important than the group target alone.

JPMorgan kept Danone at Overweight with a EUR 90.00 price target in its October 1, 2026 analyst study and estimated third-quarter organic growth at 3.60 percent, according to FinanzNachrichten. The EUR 90.00 target is 53.19 percent above the Lang & Schwarz price, using the same euro currency.

Dates and the stock snapshot

Danone's next substantiated company date is October 28, 2026, when it is scheduled to publish third-quarter sales, followed by the April 29, 2027 shareholders' meeting listed on its investor-relations calendar at Danone.

Danone stock was trading at EUR 58.75 at Lang & Schwarz on October 9, 2026 at 12:40 p.m. CEST, down 0.68 percent versus the EUR 59.15 prior close of October 8, 2026. The primary listing is Danone on Euronext Paris, where the stock is quoted in euros and belongs to the CAC 40. The further course of trading is shown by the continuously updated real-time quote of Danone stock.