BN: Global growth in protein, gut health, and plant-based drives resilience and margin expansion

BN: Global growth in protein, gut health, and plant-based drives resilience and margin expansion
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Renew Danone's second chapter emphasizes category pivoting, global expansion, and resilience, with strong growth in protein, gut health, and plant-based segments. Emerging markets and recent acquisitions are key growth drivers, while margin improvement is expected through pricing and premiumization. Based on Danone SA [BN] Barclays 19th Annual Global Consumer Conference Audio Transcript — Sep. 8 2026

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