🍾 Beverages · Next Month

Danone SA reports H1 2026 like-for-like sales growth above 3.0% on July 29, 2026

Hit ✦ AI-generated prediction Published on 11. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

63%

Danone releases H1 2026 results on July 29, 2026 at 7:30 CEST. Q1 2026 LFL growth was +2.7% (volume/mix +1.5%, price +1.2%). Full-year guidance is +3–5% LFL. Exceeding 3.0% for H1 requires Q2 to outperform Q1 — likely driven by seasonal strength in Evian and Volvic (summer, FIFA World Cup), emerging market growth, and category momentum in water. No Polymarket market. The guidance floor of +3% and known dynamics make this threshold well within reach.

Data basis for this prediction

Danone Q1 2026 LFL-Wachstum: +2,7% (Danone Pressemitteilung Q1 2026)
Danone FY2026-Guidance: LFL +3–5% (Danone Q1 2026 Investor Presentation)
Danone H1 2026 Ergebnistermin: 29. Juli 2026, 7:30 Uhr CEST (danone.com IR)
Danone (BN.PA) Kurs 72,26 EUR, KGV 25,67 (StockAnalysis / Investing.com, 10.07.2026)

Verdict: Hit

Danone meldete am 29. Juli 2026 für H1 2026 ein organisches LFL-Umsatzwachstum von +3,5% (Volumen/Mix +1,7%, Preis +1,8%), klar über der Vorhersageschwelle von >3,0%. Q2 2026 beschleunigte sich auf +4,2% LFL und übertraf damit Q1 (+2,7%) deutlich. Wachstumstreiber waren u.a. das Wassergeschäft (+4,7%), das von einem heißen Sommer in Europa profitierte (Volvic-Effekt, wie in der Begründung antizipiert), sowie Specialised Nutrition (+4,5%). Quellen: GlobeNewswire (https://www.globenewswire.com/news-release/2026/07/29/3334969/0/en/danone-strong-q2-performance-and-solid-h1-results-demonstrating-the-relevance-of-our-health-focused-portfolio.html), Danone IR (https://www.danone.com/newsroom/press-releases/h1-results-2026.html).

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