达能近日宣布将投资400万美元扩建其位于美国德克萨斯州的酸奶生产基地。这项计划旨在应对GLP-1减重药物使用者对高蛋白乳制品激增的需求，预计 今年9月完成产能升级。 面对市场对高蛋白酸奶日益增长的需求，达能正在北美市场加速布局。据悉，本次扩建完成后，该工厂将为Danimals、Activia和YoCrunch等核心品牌提供 更强产能支持。 目前该工厂拥有约210名员工，但公司未透露扩建后新增就业岗位数量。 达能北美酸奶业务总裁Rafael Acevedo表示，当前市场环境下酸奶品类蕴含巨大增长潜力，公司现有产品组合能灵活适应消费需求变化。 这一判断源于去年三季度财报数据——达能北美市场可比销售额增长1.5%，销量与产品结构实现双提升。 值得注意的是，这已是达能近半年内第二次扩产。去年8月，公司刚刚完成对俄亥俄州Minster工厂的升级改造，新增生产空间并引入全新生产线。连续投 资动作背后，是GLP-1类药物流行带来的市场机遇。随着越来越多消费者使用减重药物，兼具高蛋白、控分量和营养均衡特性的酸奶产品正成为新宠。 达能副首席执行官Juergen Esser此前透露，高蛋白酸奶在零售端持续热销已导致供应端承压，甚 ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Danone plans to spend $4 million to expand its facility in Fort Worth, Texas, as the dairy giant looks to keep pace with the demand for protein-packed yogurts. The project, which is expected to be completed on Sept. 1, would increase production capabilities at a facility that makes Danimals, Activia and YoCrunch. The plant employs about 210 people. “The expansion will inc ...

Press release - Paris, December 17, 2025, at 7:00 PM CET Danone SA announces the purchase of c.5.8 million of its own shares held by its Spanish subsidiary, with no impact on total Danone shares held by the Group As part of the simplification of its corporate structure, Danone SA purchased on December 17, 2025, all 5,780,005 of its own shares previously held by its Spanish subsidiary, Danone Spain. This transaction has no impact on the total Danone shares held by the Group. These shares, purchased at a p ...

Core Points - Danone has initiated a share buyback program to purchase approximately 3.8 million shares to counteract the dilutive effects of its annual employee shareholder plans and long-term incentive plans set for 2026 [1][2] - The buyback program is scheduled to commence on December 5, 2025, and will be executed over the following weeks, with repurchased shares allocated to employee shareholding plans [2] - Danone's sales reached €27.4 billion in 2024, and the company operates in three key categories: Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [3] Company Overview - Danone is a leading global food and beverage company with a mission to promote health through food, aiming for sustainable eating and drinking practices [3] - The company employs over 90,000 people and sells products in more than 120 markets, featuring both international and strong local brands [3] - Danone is listed on Euronext Paris and is part of various sustainability indexes, having achieved B Corp certification globally in 2025 [3]

Core Insights - Danone has initiated a share buyback program to purchase approximately 3.8 million shares to counteract the dilutive effects of its annual employee shareholder plans and long-term incentive plans set for 2026 [1][2] Group 1: Share Buyback Program - The buyback program is set to commence on December 5, 2025, and will be executed over the following weeks [2] - The repurchased shares will be allocated to employee shareholding plans, reinforcing employee engagement and ownership [2] Group 2: Company Overview - Danone is a prominent global food and beverage company, focusing on health-oriented categories such as Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [3] - In 2024, Danone reported sales of €27.4 billion, showcasing its significant market presence with products sold in over 120 markets [3] - The company is committed to sustainability and has achieved B CorpTM certification globally in 2025, reflecting its dedication to social and environmental impact [3]

Investment Dynamics - Nestlé is investing approximately £28 million (around 260 million RMB) to upgrade its Dalston factory in Cumbria, UK, aimed at expanding its ready-to-drink coffee production line, which will include a new mixing workshop and two packaging lines, reducing manual handling by 80% and achieving a capacity of 60,000 packs per hour [3] - Danone Canada announced a historic investment in its Boucherville factory in Quebec, which includes energy recovery equipment to enhance sustainable operations, marking Danone's largest investment in Canada to rapidly increase yogurt production capacity to meet growing health demands [6] - Subway's management company in Shanghai increased its registered capital from approximately 320 million RMB to about 380 million RMB, a 21% increase, to support rapid store expansion and narrow the gap with competitors like McDonald's and KFC [9] - "Meet Little Noodles" is targeting to raise $100 million (approximately 780 million HKD) through a pre-IPO roadshow, which will support its expansion to a thousand stores and strengthen its brand in the Chinese dining sector [10] Acquisition Dynamics - Uni-President Enterprises has signed a share purchase agreement to acquire Carrefour Taiwan for a total of approximately $970 million (around 6.9 billion RMB), which is about $32 million (approximately 230 million RMB) less than the 2023 transaction price [15] - Guangxi Travel Health Industry Group is acquiring a 20% stake in Southern Black Sesame Group, which will help the latter repay short-term debts and aim for profitability by 2025 [18] - Anheuser-Busch InBev is in talks to acquire BeatBox, valuing the company at approximately $700 million (around 5 billion RMB), which will enhance its presence in the ready-to-drink segment and leverage existing distribution channels [20] - JBS's subsidiary Mantiqueira USA is set to acquire Hickman's Egg Ranch, one of the top 20 egg producers in the U.S., as part of its strategy to diversify its protein business [22] Personnel Dynamics - Roland Mouret has stepped down as creative director of his eponymous brand, with Han Chong taking over as the sole creative director, which may impact the brand's short-term performance due to the loss of a key creative force [24] - Francesca Bellettini, CEO of Gucci, has joined the board of Brioni, which may enhance the brand's supply chain resources and potentially replicate Gucci's high-margin model to boost profitability [27]

Core Insights - Danone has announced a significant investment in a yogurt factory in Boucherville, Quebec, Canada, to address the increasing demand for yogurt in the country [1][2] - The investment is described as Danone's largest in Canada, aiming to enhance yogurt tub output by 40% and raw milk processing capacity by 20% [1][2] - The new production line is expected to commence operations next year, with a focus on modernizing energy usage at the site [2] Company Performance - In Q3 2025, Danone's sales in North America increased by 1.5% on a like-for-like basis, with a volume/mix growth of 0.3% [3] - The company noted challenges in the plant-based category, particularly in drinks under the Silk and Alpro brands, while high protein products showed strong momentum [3] - Earlier expansions were also announced for plants in the US and Kazakhstan, indicating a broader growth strategy [3] Recent Developments - In August, Danone revealed plans for a multi-million-dollar investment to expand its yogurt factory in Minster, Ohio, which will include a new production line and create 30 full-time jobs [4] - The company is also set to more than double the output of its manufacturing plant in Kazakhstan, further emphasizing its growth initiatives [4]

Industry Overview - Protein has become a significant ingredient in the U.S. food industry, with companies incorporating it into a wide range of products due to rising health interests and the popularity of GLP-1 medications for weight loss [3] Company Performance - Danone, the largest yogurt manufacturer globally, has seen a surge in sales driven by the demand for high-protein products, particularly among consumers using weight-loss drugs [4] - Danone's portfolio in the U.S. consists of 50% Greek yogurt, with a focus on high-protein offerings, including the recent launch of a high-protein Oikos yogurt shake aimed at GLP-1 users [6] Supply Chain Challenges - The company is facing significant manufacturing capacity constraints, which have hindered its ability to meet the soaring demand for high-protein yogurts, leading to a "really tense" supply situation [5][8] - Danone reported a 4.8% increase in like-for-like sales overall, but North America experienced the slowest growth at 1.5%, attributed to these capacity issues [7] Future Plans - To address the demand, Danone is expanding production capacity at several U.S. plants, including a significant investment in its Minster, Ohio facility, amid what it describes as "explosive growth" in yogurt [6]

Core Insights - The foundation stone for a new Aut0nom® logistics site in Sorigny has been laid by ARGAN and Danone, marking a strategic expansion for Danone in logistics capacity in Western France [2][4] - The new site will double Danone's logistics capacity in the Greater West of France, enhancing its ability to distribute dairy and plant-based products closer to consumer hubs [5][6] Company Developments - The logistics site will cover 8,200 sq.m, including 6,400 sq.m of positive cold storage and an 800 sq.m office block, with a focus on green energy for self-consumption [3] - Danone's commitment to local and sustainable food is reinforced by this project, which aligns with its recent announcement of an additional 45,000 tons of annual production in France [6] Strategic Importance - The project is seen as a significant milestone for both ARGAN and Danone, showcasing a collaborative effort to enhance economic attractiveness in the region [7] - The Aut0nom® label signifies the site's commitment to high energy performance and sustainability, aligning with ARGAN's development strategy focused on premium logistics solutions [8][10]

Core Insights - ARGAN and Danone have commenced construction of a new Aut0nom® logistics site in Sorigny, which will significantly enhance Danone's logistics capacity in Western France, doubling it in the region [2][5][6] Company Developments - The new logistics site will cover 8,200 square meters, including 6,400 square meters dedicated to positive cold storage and an 800 square meter office block [3] - The Aut0nom® equipment will allow the site to generate green, decarbonized energy for self-consumption, aligning with Danone's commitment to responsible logistics [3][5] - Danone's expansion includes an additional 45,000 tons of annual production capacity in France, reinforcing its focus on local and sustainable food [6] Strategic Importance - The logistics site will facilitate the distribution of Danone's dairy and plant-based products closer to consumer hubs, reflecting the company's strategy to invest sustainably in French regions [5][6] - The project is seen as a testament to the economic attractiveness of the Sorigny area and the collaborative efforts between ARGAN, Danone, and local authorities [7] Company Profiles - ARGAN specializes in the development and rental of premium warehouses and is a leading player in the French market, with a portfolio of 3.7 million square meters valued at €4.0 billion [8][9] - Danone is a prominent French food company with a mission to provide health through food, operating 25 sites and employing 6,500 people in France [13]