Danone S.A.
null
position
long
Tom Russo
Thesis
I appreciate Danone's entrepreneurial approach in the yogurt category, but it has generally been more expensive than Nestle. The company's future seems more dependent on its CEO's personality compared to Nestle's stable culture.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The concerns regarding Danone's dependency on its CEO's personality and its pricing strategy compared to Nestle remain valid, but without further developments or price movements, the outcome is uncertain.
Raw excerpt
No raw excerpt stored.