In this investment case, we focus our attention on Danone, a French-based leading global food and beverage company. Danone has demonstrated meaningful progress under its “Renew Danone” turnaround agenda, achieving strong financial and operational results. In our view, Danone’s bonds offer attractive valuations with spread compression potential relative to peers, reflecting its solid fundamentals and strategic executionIn this investment case, we focus our attention on Danone, a French-based leading global food and beverage company. Danone has demonstrated meaningful progress under its “Renew Danone” turnaround agenda, achieving strong financial and operational results. In our view, Danone’s bonds offer attractive valuations with spread compression potential relative to peers, reflecting its solid fundamentals and strategic execution.
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