这是新消费智库第 2 6 1 6 期文章 新消费导读 1.Crocs携手Marimek ko推出首款合作系列 2.怡宝魔力运动饮料1L装新品全国上市 3. Inner Brightnes s推出Ak kermans ia益生菌补充剂 4.必胜客披萨有蛇出没 5.承德露露跨界推出露露草本「养生饮」 6.圣农发展拟11.26亿元收购太阳谷剩余54%股权 7.达能拟在德国爱他美工厂进行重大投资 8.美国拟成立Ti kTok美国独立公司，亚马逊等多方竞购 9.联合利华宣布收购Wi ld 10.Safi lo收购眼镜品牌Blender s多数股权 11.真维斯关闭澳洲所有门店 12.ZITA TAN发布2025秋冬系列 13.上美股份AI智能化妆品无人车间已正式投产 14.GymNation打造全球首个于健身房中的酒店 15.AUTEUR发布「星际漫游」系列 新消费 1.Crocs携手Marimek ko推出首款合作系列 怡宝官宣魔力运动饮料1L装新品全国上市。新品特别添加电解质、氨基酸、GLU葡萄糖和维生素B6，助力身体代谢、提供能量，1L大容量， 为不同流汗场景提供补充。（食业头条） 3. Inner Bright ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 11th:Qifu Technology, Inc. (QFIN) : This Credit-Tech platform principally in China which provides a comprehensive suite of technology services to assist financial institutions and consumers and SMEs in the loan lifecycle, ranging from borrower acquisition, preliminary credit assessment, fund matching and post-facilitation services, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus ...

The Consumer Staples group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Danone (DANOY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Consumer Staples peers, we might be able to answer that question.Danone is one of 177 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #13 in the Zacks Sector Rank. The Zacks Sector Rank considers ...

Company Information - Danone will hold its Combined Shareholders' Meeting on April 24, 2025, at 2:30 pm Paris time [1] - The meeting will be broadcasted live and recorded in both French and English on Danone's website [3] - Danone generated €27.4 billion in sales in 2024 and operates in three health-focused categories: Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [4] Shareholders' Meeting Details - Information and documents related to the Shareholders' Meeting are available on Danone's website, including the brochure with draft resolutions and the Board of Directors' report [2] - The preliminary notice and the notice of the meeting were published on March 5 and April 2, 2025, respectively [1][2] Corporate Strategy and Goals - Danone aims to inspire healthier and more sustainable eating and drinking practices while focusing on measurable nutritional, social, societal, and environmental impact [4] - The company has defined its Renew strategy to restore growth, competitiveness, and long-term value creation [4] - Danone's ambition is to achieve B CorpTM certification at a global level by 2025 [4]

达能全球CEO谈"体重管理"：关注生命早期喂养方 式 中新网北京3月24日电 (记者 夏宾)在中国发展高层论坛2025年年会期间，达能全球首席执行官盛睿 安(Antoine de Saint-Affrique)对中新网记者表示，生命早期的喂养方式与肥胖、非传染性疾病之间密切 相关，而日常膳食在守护健康中发挥着关键作用。 谈及中国市场，盛睿安表示，中国正引领全球创新前沿。对达能而言，中国不仅是重要的市场，更 代表着全球顶尖的创新生态。我们在中国培养的优秀人才团队，既服务于本土市场，也推动着全球业务 发展。我们在中国已经设立了开放科研中心和实验室，未来还将再建一个。中国不仅是创新高地，更是 人才汇聚之地，拥有全球顶尖的人才储备，涵盖了科学研究、人工智能和商业领域的各类精英。 "我们在本次论坛上深入探讨了生物科技与人工智能领域的创新实践。中国拥有庞大的市场规模， 居民财富持续积累，消费潜力的不断释放将成为中国高质量发展的重大机遇。"盛睿安说。 盛睿安表示，这些努力不仅是为了应对当前的公共卫生挑战，更是对全球范围内营养理念深刻转变 的一种响应。他指出，"越来越多的国家从'吃得饱'迈向'吃得好、吃得健康'，中国也不例外 ...

Press Release – Paris, March 5, 2025 at 7:30pm CET Notification of availability of Danone’s 2024 consolidated financial statements and statutory auditors’ report Danone announces that its consolidated financial statements and the statutory auditors’ report for the fiscal year ended December 31, 2024 are publicly available and accessible online on its website, www.danone.com, section Investors / Financial and extra-financial reports. About Danone (www.danone.com) Danone is a leading global food and beverage ...

FY 2024 PRESENTATION Volume/mix Recurring operating margin Recurring EPS €3.63 13.0% €3.54 +3.0% 12.6% 12.2% €3.43 -0.8% -0.4% FY 24 FY 24 FY 24 FY 22 FY 23 FY 22 FY 23 FY 22 FY 23 Free Cash Flow ROIC 10.0% €3.0 bn 9.5% €2.6 bn 8.9% €2.1 bn in 2024 FY 22 FY 24 FY 22 FY 24 FY 23 FY 23 ATNI = Global Access To Nutrition index 3 Progressively rebalancing our growth model Antoine de Saint-Affrique Chief Executive Officer CLOSING THE FIRST 3 YEARS OF RENEW DANONE CONSISTENTLY DELIVERING ON OUR GUIDANCE LEVERAGING ...

Core Insights - The company reported strong FY 2024 results, achieving a like-for-like sales growth of +4.3% driven by a +3.0% increase in volume/mix and a +1.3% increase in price [3][6][9] - The recurring operating margin improved to 13.0%, up +39 basis points from the previous year, reflecting strong operational performance and effective reinvestment strategies [4][17] - The net income attributable to the group increased significantly by +129.4% to €2,021 million, with diluted EPS rising to €3.13, a +130.2% increase [5][18][19] Financial Performance - FY 2024 sales amounted to €27,376 million, a reported decrease of -0.9% but an increase of +4.3% on a like-for-like basis [5][9] - Recurring operating income reached €3,558 million, reflecting a +2.2% increase from FY 2023 [5][17] - Free cash flow reached a record level of €3,003 million, up +14.0% from the previous year [20] Regional Performance - North America saw a like-for-like sales growth of +7.7%, driven by strong performance in High Protein, Coffee Creations, and Waters [11] - Sales in China, North Asia & Oceania increased by +6.8% on a like-for-like basis, with strong volume/mix growth [12] - Latin America reported a +4.7% increase in like-for-like sales, supported by robust performances from key brands [13] Category Performance - The EDP category experienced a decline in reported sales, down -3.1% in Q4 2024, but showed a +4.7% increase on a like-for-like basis [10][55] - Specialized Nutrition grew by +6.1% in Q4 2024, with strong contributions from Medical Nutrition [10][12] - Waters category sales increased by +5.3% on a like-for-like basis, driven by strong brand performances [10][14] Future Outlook - The company expects like-for-like sales growth in 2025 to be between +3% and +5%, with recurring operating income anticipated to grow faster than sales [22] - A proposed dividend of €2.15 per share for FY 2024 represents a +2.4% increase compared to the previous year [21] - The company plans to initiate a share buyback program of 2.7 million shares in 2025 to offset dilution from employee shareholding plans [23]

Core Points - Danone has reached an agreement with NGOs ClientEarth, Surfrider Foundation Europe, and Zero Waste France to end legal proceedings regarding its vigilance plan on plastic [1][2] - The agreement includes a reinforced vigilance plan that details the consequences of plastic packaging use and outlines Danone's actions to reduce, reuse, recycle, and recover plastic [2] - Danone emphasizes the importance of open dialogue with NGOs to address complex challenges and encourages collective mobilization from all sectors to overcome systemic obstacles to a circular economy [3][4] Company Overview - Danone is a leading global food and beverage company focused on health-oriented categories, generating €27.6 billion in sales in 2023 and employing nearly 90,000 people [5] - The company operates in over 120 markets and has a diverse portfolio of international and local brands, including Actimel, Activia, and evian [5] - Danone aims for B CorpTM certification globally by 2025 and is included in various sustainability indexes, reflecting its commitment to social and environmental impact [5]

Company Overview - Danone's shares have decreased by almost 13% over the past five years due to rising inflation, a slowing European economy, and a challenging political environment in France [1]. Economic Context - The cumulative inflation rate in the region has reached nearly 25%, contributing to the decline in Danone's stock performance [1]. Investment Implications - The current market conditions may present potential investment opportunities for those looking to capitalize on undervalued assets, particularly in the consumer defensive sector where Danone operates [1].