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Story perspectives

Danone's Growth Offset by Baby Formula Recall Impact

2/20/2026

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Story summary
  • Danone reported fourth-quarter sales growth above expectations driven by protein-rich products.
  • A recall of baby formula linked to contamination could shave up to €70 million from next quarter sales.
  • Danone's CEO stressed the need to improve performance in the U.S. market despite growth in Asia.
  • Danone plans to launch new high-protein products to capture opportunities.
  • Its stock has declined this year.