Danone Q1 Sales Edge Higher Amid Strong Yogurt and Water Demand

Apr 22, 2026 05:33 UTC

BN.PA, DANOY

Short term

Danone SA reported a 2.7% increase in like-for-like sales for the first quarter, meeting analyst expectations. Growth in protein-rich yogurt and bottled water offset losses from infant formula recalls.

2.7% like-for-like sales growth
1.5% volume increase
1.2% price increase
Strong performance in Oikos Pro and Evian
Impact of infant formula recall mitigated

Danone SA has posted a modest increase in sales for the first quarter of the year, demonstrating resilience in its core product lines despite operational setbacks in its nutrition segment. The company's performance was bolstered by strong consumer demand for high-protein yogurt options, specifically the Oikos Pro line, and steady sales of Evian bottled water. These gains helped the company navigate the financial and reputational headwinds caused by a recall of its infant formula products. According to the company's statement, like-for-like sales grew by 2.7%, aligning with the average estimates provided by analysts. This growth was driven by a 1.5% increase in sales volumes and a 1.2% increase in pricing. The results suggest a stable trajectory for the consumer goods giant as it balances pricing strategies with volume growth. Investors will likely view the in-line results as a sign of stability, though the infant formula recall remains a point of monitoring for long-term brand health.