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 ...

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]