Danone S.A. (DANOY) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

SA Transcripts 162.12K Followers Follow Danone S.A. ( DANOY ) Barclays 19th Annual Global Consumer Staples Conference September 8, 2026 10:30 AM EDT Company Participants Antoine de Saint-Affrique - CEO & Non-Independent Director Juergen Esser - Chief Financial, Technology & Data Officer and Group Deputy CEO Presentation Unknown Analyst Okay. Right. So we're going to move to our third session. I'm delighted to welcome Danone to the stage. Thank you, Antoine and Juergen for being here in Boston with us again this year. A lot to talk about. And I think we're going to do a bit of a duet today, so we're going to try and sort of mix and match the questions between Antoine and Juergen. Question-and-Answer Session Unknown Analyst And so Antoine, maybe to kick it off and start a little bit high level. I think we're firmly into the second chapter of Renew Danone. Can you -- for some of the audience, maybe not quite as familiar with the story, can you explain the key elements of Chapter 2 what's working well, what is -- what still needs to be done? Maybe we can start there. Antoine de Saint-Affrique CEO & Non-Independent Director The mic working? Yes, finally it's working. So if you look at what Danone is doing, Danone is only doing one thing. We do health through food to as many people as possible. We do it one way which is anchored into science and science is playing a very important role for us and obviously obsessed with our consumer and our patients. What we've said with Chapter 2 of Renew Danone is obviously keep doing or maintaining the discipline that we had with Chapter 1. But also, we looked at the market, we looked at the market in which we are playing, and we are absolutely convinced that the market is at a tipping point and that both the demographics