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Danone Earnings Calls
| Release date | Feb 20, 2026 |
| EPS estimate | $2.17 |
| EPS actual | $2.17 |
| Revenue estimate | 16.021B |
| Revenue actual | 16.011B |
| Revenue Surprise | -0.0680% |
| Release date | Dec 03, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Jul 30, 2025 |
| EPS estimate | $2.14 |
| EPS actual | $1.90 |
| EPS Surprise | -11.21% |
| Revenue estimate | 8.003B |
| Revenue actual | 16.174B |
| Revenue Surprise | 102.10% |
| Release date | Feb 26, 2025 |
| EPS estimate | $1.83 |
| EPS actual | $1.29 |
| EPS Surprise | -29.51% |
| Revenue estimate | 7.2B |
| Revenue actual | 14.102B |
| Revenue Surprise | 95.88% |
Last 4 Quarters for Danone
Below you can see how GPDNF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 26, 2025 |
| Price on release | $72.30 |
| EPS estimate | $1.83 |
| EPS actual | $1.29 |
| EPS surprise | -29.51% |
| Date | Price |
|---|---|
| Feb 20, 2025 | $70.83 |
| Feb 21, 2025 | $70.83 |
| Feb 24, 2025 | $72.62 |
| Feb 25, 2025 | $72.51 |
| Feb 26, 2025 | $72.30 |
| Feb 27, 2025 | $70.47 |
| Feb 28, 2025 | $70.97 |
| Mar 03, 2025 | $71.83 |
| Mar 04, 2025 | $76.18 |
| 4 days before | 2.08% |
| 4 days after | 5.37% |
| On release day | 1.73% |
| Change in period | 7.55% |
| Release date | Jul 30, 2025 |
| Price on release | $82.34 |
| EPS estimate | $2.14 |
| EPS actual | $1.90 |
| EPS surprise | -11.21% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $79.60 |
| Jul 25, 2025 | $84.81 |
| Jul 28, 2025 | $79.60 |
| Jul 29, 2025 | $75.87 |
| Jul 30, 2025 | $82.34 |
| Jul 31, 2025 | $82.34 |
| Aug 01, 2025 | $84.80 |
| Aug 04, 2025 | $85.45 |
| Aug 05, 2025 | $83.66 |
| 4 days before | 3.44% |
| 4 days after | 1.60% |
| On release day | 0% |
| Change in period | 5.10% |
| Release date | Dec 03, 2025 |
| Price on release | $90.05 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 26, 2025 | $89.90 |
| Nov 28, 2025 | $90.23 |
| Dec 01, 2025 | $90.80 |
| Dec 02, 2025 | $89.90 |
| Dec 03, 2025 | $90.05 |
| Dec 04, 2025 | $91.19 |
| Dec 05, 2025 | $89.40 |
| Dec 08, 2025 | $88.55 |
| Dec 09, 2025 | $89.12 |
| 4 days before | 0.167% |
| 4 days after | -1.03% |
| On release day | 1.27% |
| Change in period | -0.87% |
| Release date | Feb 20, 2026 |
| Price on release | $85.16 |
| EPS estimate | $2.17 |
| EPS actual | $2.17 |
| Date | Price |
|---|---|
| Feb 13, 2026 | $86.02 |
| Feb 17, 2026 | $85.55 |
| Feb 18, 2026 | $85.55 |
| Feb 19, 2026 | $85.55 |
| Feb 20, 2026 | $85.16 |
| Feb 23, 2026 | $84.00 |
| Feb 24, 2026 | $84.55 |
| Feb 25, 2026 | $84.55 |
| Feb 26, 2026 | $84.55 |
| 4 days before | -0.99% |
| 4 days after | -0.716% |
| On release day | -1.36% |
| Change in period | -1.70% |
Danone Earnings Call Transcript Summary of Q4 2025
Danone delivered a strong 2025: like-for-like sales +4.5% (volume/mix +2.7%), recurring operating margin +44bps to 13.4%, recurring EPS €3.80 (+4.6%), free cash flow €2.8bn and ROIC up to 10.7%. Growth was broad-based: CNAO (China, North Asia & Oceania) was the standout with double-digit volume-led growth, Europe progressed (EDP improvements and Alpro/Activia momentum), Latin America and AMEA performed well, while North America underperformed (yogurt/plant-based/creamers weakness) despite strong High Protein and Medical Nutrition trends. Management continues to execute Renew Chapter 2: investing in high-protein, gut health/fibers, medical nutrition, capacity expansion, digital/Industry 5.0 and targeted M&A (Kate Farms added to build a $500m US Medical Nutrition platform; increased stake in Australia JV). Sustainability milestones include CDP Triple A and global B Corp certification. Infant Milk Formula recalls in Europe and the Middle East are being managed; management is confident in product safety and is working with authorities. Financial outlook: 2026 guidance of +3% to +5% like-for-like net sales with recurring operating income growing faster than sales. Management estimates a one-off Q1 sales impact from the recalls of ~0.5%–1% of net sales, expects normalization through March, and remains confident in delivering its midterm targets.
