Danone Reports a 4.8% Increase in Revenue in Q3 2025
Danone recorded a revenue of EUR 6,876 million in the third quarter of 2025, marking a 4.8% increase on a like-for-like basis, according to the group's press release.
Danone's revenue for the third quarter of 2025 amounted to EUR 6,876 million, representing a 4.8% increase on a like-for-like basis. This growth is attributed to a 3.2% increase in volume/mix and a positive price effect of 1.6%. In reported terms, revenue saw a 0.7% increase, including a positive scope effect of 0.7% following the acquisition of Kate Farms in the United States. Currency effects had a negative impact of 5.1%, mainly due to the depreciation of several currencies against the euro.
2025 Objectives and Strategic Expansions
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Danone confirms its targets for 2025, aligned with its medium-term ambitions. The group aims for a revenue growth of between 3% and 5% on a like-for-like basis, with a faster increase in current operating income. The group has also continued its expansion strategy, notably through the acquisition of Kate Farms, specializing in medical nutrition, and The Akkermansia Company, a Belgian firm focused on biotics.
Ongoing Transformation Amid Economic Volatility
Danone continues to transform itself in a volatile economic environment. The group has reorganized its operational structure into three major geographies to enhance its agility. The group also issued bonds worth EUR 1.3 billion to finance its general needs. According to the group, this reorganization and recent acquisitions are part of the Renew Danone strategy, focused on health and innovation.
SectorAgroalimentaire et boissons›Industrie alimentaire
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 13 936 millions d'euros
Quarterly revenue: 13 936 millions d'euros
Revenue growth: 1,4 %
Net income: 1 175 millions d'euros
Free cash flow: 852 millions d'euros
8 975 millions d'euros
Guidance from the release
Objectifs 2026 confirmés, en ligne avec l'ambition moyen-terme
Risks mentioned
Free cash-flow en baisse de -27,3 % à 852 M€ au S1 2026
Dette nette en hausse à 9,0 Md€ contre 8,4 Md€ fin décembre 2025
Effet de change négatif de -3,3 % sur le chiffre d'affaires publié
Opportunities identified
Objectifs 2026 confirmés : croissance comparable entre +3 % et +5 %
Finalisation attendue au S2 2026 des acquisitions MADE Group et Saputo Dairy Australia
Marge des Eaux en forte progression de +196 pb à 13,3 %
Outlook / guidance
Expected revenue: 28 374 millions d'euros
Management commentary: croissance du chiffre d'affaires en données comparables comprise entre +3% et +5%
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.