- Danone: Information on the total number of voting rights and shares
May 13, 2026
DANONE
DANONE
French Société anonyme with a capital of €170,348,620.75.
Registered Office: 59-61, rue La Fayette, 75009 Paris.
Registered with the Paris Commerce and Company Registry under number 552 032 534
Information on the total number of voting rights and shares
in compliance with Article L. 233-8 II of the French Commercial Code and with Article 223-16 of the General Regulation of the Financial Markets Authority (AMF- Autorité des Marchés Financiers)
Date Total number of shares Total number of voting rights 30/04/2026 681,394,483 Total number of theoretical voting rights(1) : 721,232,064
Total number of exercisable voting rights(2) : 680,010,543
(1) The total number of theoretical voting rights (or “gross” voting rights) is used as the basis for calculating the crossing of shareholding thresholds. In accordance with Article 223-11 of the AMF General Regulation, this number is calculated on the basis of all shares to which voting rights are attached, including shares whose voting rights have been suspended.
(2) The total number of exercisable voting rights (or ”net” voting rights) is calculated without taking into account the shares with suspended voting rights. It is published to ensure that the public is properly informed in accordance with the recommendation made by the AMF on July 17, 2007.
Attachment
Voting Rights and Shares 300426
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- IZEA Worldwide Inc (IZEA) Q1 2026 Earnings Call Highlights: Transition to Enterprise Clients ...
May 13, 2026
This article first appeared on GuruFocus.
Release Date: May 12, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
IZEA Worldwide Inc (NASDAQ:IZEA) successfully transitioned from SMB accounts to enterprise clients, resulting in a net profit swing of $18.9 million during 2025. The company has established relationships with large enterprise brands such as Warner Brothers, Coursera, Nestle, Danone, Georgia Pacific, and Stellantis. IZEA Worldwide Inc (NASDAQ:IZEA) increased average revenue per account by more than 33% and established a more consistent and scalable profitability profile. The launch of Zed, a proprietary creator economy marketing operations platform infused with AI, is expected to differentiate IZEA Worldwide Inc (NASDAQ:IZEA)'s capabilities and drive efficiency. The enterprise portfolio has grown at a healthy double-digit rate over the past 12 months, outpacing overall industry growth.
Negative Points
Revenue in Q1 2026 declined year-over-year due to the transition away from SMB accounts. Managed services bookings were down $1.2 million year-over-year, with $1 million related to timing across several enterprise accounts. The company reported a net loss of $0.8 million for the quarter, compared to a net loss of $0.1 million in the prior-year period. Adjusted EBITDA for the first quarter was minus $0.5 million compared to minus $0.1 million in the prior year quarter. Cash and cash equivalents decreased by $4.4 million from the beginning of the year, primarily driven by working capital timing and payout of prior-year incentive compensation.
Q & A Highlights
Warning! GuruFocus has detected 3 Warning Signs with IZEA. Is IZEA fairly valued? Test your thesis with our free DCF calculator.
Q: Now that you've exited the SMB business, what are the main factors affecting your ability to grow over the next year or two? A: Patrick Venetucci, CEO: There aren't significant gating issues. We're expanding our reach with clients and receiving more assignments from enterprise clients. The challenge is how quickly we can gain traction and activate opportunities with our clients.
Q: Does the release of Zed help with growth, and can you provide some context? A: Patrick Venetucci, CEO: Zed is opening more doors as demand for creator economy campaigns increases. Clients are scaling up their campaigns, and Zed enables us to manage this scale efficiently. It's a significant tool for growth.
Q: How are you approaching M&A opportunities, and do you see it as a target-rich environment? A: Patrick Venetucci, CEO: We have a well-defined M&A strategy focused on adding new capabilities rather than just scale. We're looking for opportunities to cross-sell into enterprise clients. It's a target-rich environment, but we're disciplined about pricing and capital use.
Story Continues
Q: Can you provide insights into your core revenue and bookings growth, excluding the SMB business? A: Patrick Venetucci, CEO: While we don't report at that level of detail, our enterprise portfolio has grown at a double-digit rate over the past 12 months, outpacing market growth. We're focused on transitioning away from SMB to highlight the health of our enterprise accounts.
Q: How does the current economic environment affect your business, especially with consumer discretionary companies facing challenges? A: Patrick Venetucci, CEO: It varies by sector. In CPG, tariffs and inflation have impacted business, causing some slowdown. However, these are temporary, and we're seeing signs of recovery. We haven't lost any enterprise clients, but macroeconomic factors are at play.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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- Global Probiotics Market Analysis Report 2026, Profiles of Chr. Hansen, BioGaia, Probi, Yakult Honsha, Nestle, Danone, Lallemand
May 12, 2026
Company Logo
The Global Probiotics Market is driven by increasing health awareness, diverse product formats, regional demand, and technological advancements. Key opportunities include personalized probiotics, enhanced supply chain integration, sustainable practices, and growing adoption in human and animal health applications.
Dublin, May 12, 2026 (GLOBE NEWSWIRE) -- The "Global Probiotics Market (2026 Edition)" report has been added to ResearchAndMarkets.com's offering.
The Global Probiotics Market is experiencing robust growth, driven by a combination of health awareness, technological advancements, shifting dietary preferences, and expanding applications across human and animal health. At its core, the market is fuelled by the growing recognition of the importance of gut health and its linkage to immunity, mental well-being, and overall physiological functioning.
Consumers worldwide are increasingly turning toward natural, functional, and preventive healthcare solutions, and probiotics stand out as a scientifically backed option offering a multitude of health benefits. This shift is particularly visible in the rising consumption of functional foods and beverages, probiotic-rich dairy products, and dietary supplements across major economies like the United States, China, Japan, Germany, and India.
One of the defining operational characteristics of the probiotics market is the diversity of its product formats, which include capsules, powders, gummies, yogurts, drinks, and even baked goods and cereals. These innovations allow manufacturers to appeal to various consumer demographics, from infants to the elderly, and offer targeted health solutions such as probiotics for women's health, sports recovery, paediatric digestion, or immune support. The market is also witnessing a growing demand for personalized probiotics, customized according to the individual's microbiome and specific health goals. This personalization trend is being enabled by advances in gut microbiota analysis and microbiome sequencing technologies, which allow companies to develop tailored probiotic formulations.
From a supply chain perspective, the probiotics industry is becoming more vertically integrated, with key players investing in R&D, fermentation technology, ingredient cultivation, and advanced delivery systems to maintain efficacy through digestion. Cold chain logistics, encapsulation techniques like microencapsulation and enteric coating, and freeze-drying methods are vital to preserving the viability and shelf life of probiotic organisms.
Story Continues
In this highly scientific and competitive market, leading companies like Danone, Nestle, Chr. Hansen Holding A/S, Yakult Honsha Co. Ltd., Lallemand Inc., and Probi AB invest heavily in clinical research and product trials to substantiate health claims and gain consumer trust. Regulatory bodies such as the U.S. FDA, EFSA (European Food Safety Authority), and Japan's FOSHU play a crucial role in setting product standards, permissible strains, and labeling requirements, all of which impact product formulation, marketing, and cross-border trade.
Regionally, Asia Pacific is the fastest-growing market, led by countries such as China, Japan, India, and South Korea, where there is both a strong cultural acceptance of fermented foods and rising demand for modern functional products. China's middle class is expanding rapidly, and with it comes greater health consciousness and spending on nutritional products, including probiotics for infants, adults, and the elderly. Japan and South Korea are more mature markets but continue to innovate in packaging, delivery formats, and value-added formulations. India is seeing a surge in demand due to increasing disposable income, awareness campaigns, and the government's push for nutrition and wellness through initiatives like Ayushman Bharat.
In the Americas, especially the United States, probiotics are widely available through e-commerce, pharmacies, health stores, and supermarkets. The U.S. consumer is highly educated on the benefits of gut health, and as a result, there is a thriving supplements market, with capsules and gummies being particularly popular. Probiotic-rich beverages, plant-based yogurts, and fortified snacks are also in high demand as consumers seek convenient formats that align with busy lifestyles. Latin American countries such as Brazil, Mexico, and Argentina are following suit, with rising urbanization and Western dietary influences encouraging the uptake of probiotic dairy drinks and supplements.
Europe, a traditionally strong market for probiotics, is driven by high awareness levels, a robust dairy industry, and favorable government and scientific support for microbiome research. Countries like Germany, France, Italy, and the U.K. are investing in health-forward functional foods, with a preference for clean-label, organic, and sustainable probiotic offerings. The region is also known for innovations in fermented foods and beverages, and there is a growing interest in non-dairy and vegan probiotics to cater to evolving consumer preferences.
The Middle East and Africa region is in the early stages of growth but shows significant potential. Urbanization, rising middle-class income, and increased access to retail outlets are enhancing consumer exposure to probiotics, particularly in the United Arab Emirates, Saudi Arabia, South Africa, and Egypt. Multinational companies are expanding into these regions through strategic partnerships and local manufacturing, while public health campaigns aimed at improving nutrition further promote probiotic use.
On the animal side, the probiotic animal feed market is seeing rising adoption due to increasing concerns over antibiotic resistance and the need for natural growth promoters. Livestock producers are incorporating probiotics into feed to improve gut health, boost immunity, and enhance nutrient absorption, resulting in better yields and animal welfare. Pet owners are also increasingly interested in digestive health for dogs and cats, leading to a surge in probiotic pet foods and treats.
In terms of market dynamics, sustainability, traceability, and clean-label claims are influencing consumer decisions. Consumers now prefer products with minimal additives, clear strain identification, and transparent sourcing practices. This is compelling manufacturers to innovate not just with formulations but also with eco-friendly packaging, sustainable production practices, and ethical sourcing of microbial strains.
The market is also benefiting from the digital health movement, where consumers use apps and wearable devices to track health metrics and manage diet and supplements. Probiotic brands are capitalizing on this trend by offering subscription models, personalized health plans, and digital consultations. Moreover, collaborations between food-tech startups, pharmaceutical companies, and academic institutions are pushing the envelope in probiotic development - from psychobiotics (probiotics for mental health) to synbiotics (combining probiotics and prebiotics).
Companies Featured
Chr. Hansen A/S BioGaia Probi Yakult Honsha Co Ltd Nestle S.A. Danone S.A. Lallemand Inc.
Key Topics Covered:
1. Market Background
1.1 Scope and Product Outlook
1.2 Executive Summary
1.3 Research Methodology
2. Analyst Recommendations
2.1 Invest in Research & Clinical Validation
2.2 Focus on Clean-Label and Sustainable Products
3. Global Probiotics Market: Historic and Forecast
3.1 Impact Analysis of Macro Economic Factors on Global Probiotics Market
3.2 Global Probiotics Market: Dashboard
3.3 Global Probiotics Market: Market Size and CAGR, 2021-2031 (USD Billion & CAGR)
3.4 Global Probiotics Market: Market Value Assessment
3.5 Global Probiotics Market Segmentation: by Product Type
3.5.1 Global Probiotics Market, by Product Type Overview
3.5.2 Market Attractiveness Analysis of Global Probiotics Market, by Product Type (2026-2031)
3.5.3 Global Probiotics Market Size, by Functional Food & Beverages, by Value, 2021H-2031F (USD Billion & CAGR)
3.5.4 Global Probiotics Market Size, by Dietary Supplements, by Value, 2021H-2031F (USD Billion & CAGR)
3.5.5 Global Probiotics Market Size, by Animal Feed, by Value, 2021H-2031F (USD Billion & CAGR)
3.6 Global Probiotics Market Segmentation: by Ingredient
3.6.1 Global Probiotics Market, by Ingredient Overview
3.6.2 Market Attractiveness Analysis of Global Probiotics Market, by Ingredient (2026-2031)
3.6.3 Global Probiotics Market Size, by Bacteria, by Value, 2021H-2031F (USD Billion & CAGR)
3.6.4 Global Probiotics Market Size, by Yeast, by Value, 2021H-2031F (USD Billion & CAGR)
3.7 Global Probiotics Market Segmentation: by Application
3.7.1 Global Probiotics Market, by Application Overview
3.7.2 Market Attractiveness Analysis of Global Probiotics Market, by Application (2026-2031)
3.7.3 Global Probiotics Market Size, by Human, by Value, 2021H-2031F (USD Billion & CAGR)
3.7.4 Global Probiotics Market Size, by Animal, by Value, 2021H-2031F (USD Billion & CAGR)
4. Probiotics Market, Region Analysis
4.1 Regional Coverage of the Study
4.2 Regional Snapshot
For more information about this report visit https://www.researchandmarkets.com/r/yf6lpm
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ResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.
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- Basware Invoice Lifecycle Management Now Available on SAP® Store
May 12, 2026
Basware joins official marketplace with 650+ customer track record
CHARLOTTE, N.C., May 12, 2026 /PRNewswire/ -- Basware, the global leader in Invoice Lifecycle Management, today announced that Basware Invoice Lifecycle Management for SAP Cloud ERP is now available on SAP® Store, the online marketplace for SAP and partner offerings.Basware Logo (PRNewsfoto/Basware)
More than 650 SAP customers, including Heineken, Danone, Engie, and Cummins, are already running Basware's AI-powered platform to drive an intelligent finance process, and the SAP Store listing makes it faster and easier for enterprises to join them and accelerate the full value of SAP Cloud ERP across the entire invoice lifecycle.
"SAP is the cornerstone of our clients' digital transformation strategies, and we are proud to be one of SAP's trusted partners supporting them on their journey," said Jon Stevens, SVP, Global Business Development, Basware. "SAP Cloud ERP is a once-in-a-generation platform investment, and Basware is the specialist AP Value Accelerator that makes it pay off, delivering intelligent automation and compliance that results in faster time to value, a cleaner core and enterprise-wide AP excellence."
The AP Value Accelerator for SAP
Global enterprises running SAP Cloud ERP (formerly S/4HANA) need a specialist AP layer to realize its full potential and Basware provides it. Connecting through a certified native SAP Business Technology Platform (BTP) connector with no custom middleware required, Basware enables enterprises to achieve touchless invoice processing, comply with 60+ global e-invoicing mandates across 190+ countries, and return cleaner, enriched data back into SAP Cloud ERP, keeping the core clean while AP performs at enterprise scale.
Partnering to Win
SAP is expanding its ecosystem of industry cloud solutions that enable companies to become intelligent enterprises and extend the value of joint customer investments. Basware is a Spotlight Plus SAP Partner and works with leading global system integrators, including Accenture and Deloitte who have dedicated Basware practices, to deliver AP transformation that accelerates SAP Cloud ERP programs and improves outcomes across finance operations.
For SAP Cloud ERP customers, Basware accelerates value across three critical dimensions:
Faster time to value: Basware can be deployed before SAP Cloud ERP go-live, so AP benefits, including working capital improvements and compliance coverage, deliver ROI to the business while the ERP migration is still underway. A cleaner core: Basware delivers a 10X reduction in AP-related ERP customization and returns validated, enriched invoice data back into SAP Cloud ERP to improve financial reporting, spend visibility, and working capital management with its BTP integration to SAP One AP layer: For organizations with mixed ERP landscapes, Basware provides a single ILM platform across SAP and non-SAP systems, so every entity operates on the same processes, compliance framework, and supplier network, regardless of where they are in the SAP Cloud ERP journey.
Story Continues
Built on SAP BTP, Basware ILM is Clean Core certified and validated for SAP Cloud ERP compatibility, security, and compliance. To learn more about the platform the value it can deliver for your organization, click here.
About Basware
Basware is how the world's best finance teams gain complete control of every invoice, every time. Our Intelligent Invoice Lifecycle Management Platform ensures end-to-end efficiency, compliance and control for all invoice transactions. Powered by the world's most sophisticated invoice-centric AI – trained on over 2 billion invoices – Basware's Intelligent Automation drives real ROI by transforming finance operations. We serve 6,500+ customers globally and are trusted by industry leaders including DHL, Heineken and Sony. Fueled by 40 years of specialized expertise with $10+ trillion in total spend handled, we are pioneering the next era of finance. With Basware, now it all just happens.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see https://www.sap.com/copyright for additional trademark information and notices. All other product and service names mentioned are the trademarks of their respective companies.
Logo - https://mma.prnewswire.com/media/2398888/5962813/Basware_logo.jpgCision
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- Assessing Danone (ENXTPA:BN) Valuation After Recent Share Price Weakness
May 11, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Danone (ENXTPA:BN) is back on investor radars after recent trading left the stock down about 9% over the past month and roughly 10% over the past 3 months.
See our latest analysis for Danone.
The recent 1 month share price return of down about 9% and year to date share price return of down about 17% contrast with a 5 year total shareholder return of about 27%. This suggests that shorter term momentum has faded even as longer term holders still show a positive outcome.
If Danone's recent pullback has you reassessing your watchlist, this can be a good moment to widen the search and check out 102 top founder-led companies
So with Danone trading below some analyst targets and recent returns under pressure despite a positive 5 year outcome, is this an undervalued consumer staples stock or has the market already priced in its future growth potential?
Most Popular Narrative: 21.4% Undervalued
At a last close of €62.80 versus a narrative fair value of about €79.88, the current price sits well below what this widely followed view considers reasonable, putting the focus squarely on whether the earnings path can justify that gap.
Continued innovation and expansion in health-driven, functional foods and specialized nutrition such as high-protein, probiotic, and medical nutrition products positions Danone to capture above-market revenue growth as global consumers become increasingly focused on wellness and science-based nutrition.
Geographic broadening in emerging markets, especially across Asia, Africa, and Latin America, leverages rising urbanization and the growing middle class to expand Danone's addressable market and drive long-term revenue and volume gains.
Read the complete narrative.
Curious what kind of revenue lift, margin profile and future P/E need to line up for that fair value to make sense? The narrative leans on steadily rising sales, fatter recurring profits and a premium earnings multiple that sits well above broad food sector benchmarks. Want to see exactly how those pieces are stitched together into the €79.88 figure?
Result: Fair Value of €79.88 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, there is also the risk that ongoing cost pressures or weaker performance in core dairy and North America could slow progress on the profit and margin story that investors expect.
Find out about the key risks to this Danone narrative.
Story Continues
Another Angle On Valuation
The earlier view framed Danone as undervalued against a fair value of about €79.88, yet the current P/E of 22.1x sits well above the European food industry at 16.9x and peer average of 12.4x, while still below a fair ratio of 28.2x. Is that a margin of safety or a valuation trap?
To see how this earnings multiple picture fits with your own expectations for Danone, it can help to walk through the detailed valuation workup in plain numbers, not headlines. Then you can sense check whether the implied move toward the fair ratio feels realistic for you as an investor See what the numbers say about this price — find out in our valuation breakdown.ENXTPA:BN P/E Ratio as at May 2026
Next Steps
Reading this mix of optimism and concern, it makes sense to check the numbers yourself and decide where you stand. You can start with 4 key rewards and 2 important warning signs.
Looking for more investment ideas?
If you are not widening your search beyond a single stock, you risk missing opportunities that may fit your goals and risk tolerance even better.
Spot potential value opportunities early by scanning 228 high quality undervalued stocks, which pair quality fundamentals with price tags that may look appealing. Lock in potential income ideas by reviewing 484 dividend fortresses, built around companies offering yields from 5% and above. Focus on resilience by checking 302 resilient stocks with low risk scores, which screen for businesses with lower risk scores and steadier profiles.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BN.PA.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Danone to close plant-based dairy facility in New Jersey
May 11, 2026
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Danone is closing a New Jersey plant-based dairy facility as the Silk manufacturer aims to better position its U.S. business for the future.
The food and beverage company said its Bridgeton, New Jersey, facility will shutter on Aug. 4, and approximately 114 workers will be laid off.
The plant currently manufactures alternative dairy products under the Silk and So Delicious Dairy Free brands, according to a company spokesperson. Following the closure, production will be reassigned to other Danone facilities, including Dallas; Mt. Crawford, Virginia; and Jacksonville, Florida.
“This change is part of a broader effort to transform our network and enables our investment in critical capabilities across our core U.S. footprint, for the long term,” the spokesperson said.
Plant based has been a rare blemish recently at Danone, which reported approximately $7.9 billion in sales in its first quarter. In February, Juergen Esser, Danone’s CFO, called out “unsatisfactory performance” at the company’s plant-based and coffee creamers business.
Meanwhile, Danone has seen robust demand for many of its yogurts as consumers look for protein-packed, portion-controlled offerings.
The Activia and Oikos maker said last October that it was struggling to meet demand for high-protein products due to a lack of manufacturing capacity in the U.S. To help alleviate the strain, Danone has announced plans to expand its facility in Fort Worth, Texas, while also expanding and upgrading its Minster, Ohio, yogurt facility.
Industry wide, alternative milk sales fell 6% to 358.4 million gallons in 2025, according to the National Milk Producers Federation, citing Circana data. Since its peak in 2021, plant-based sales have declined by nearly one-fifth, with the steepest annual decline occurring last year.
Recommended Reading
Danone to buy protein and fiber food maker Huel
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- Danone to close US dairy-alternatives factory
May 8, 2026
Danone is to shut a dairy-alternatives factory in the US making products under the Silk and So Delicious Dairy Free brands.
The French group plans to close the site in Bridgeton, New Jersey on 4 August. The move will affect around 114 employees, the company told Just Drinks.
The facility produces Silk and So Delicious Dairy Free drinks. Danone said production will be transferred to three other plants in Mt. Crawford, Virginia, Dallas, Texas and Jacksonville, Florida.
"This change is part of a broader effort to transform our network and enables our investment in critical capabilities across our core US footprint for the long term," Danone said.
The company does not provided detailed financials on product segments in specific markets. However, when the group published its 2025 results in February, CFO Juergen Esser said Danone's plant-based business in North America had an “unsatisfactory performance” last year.
According to a report from the Good Food Institute, based on SPINS retail sales data, plant-based milk remained the largest plant-based category in the US in 2025, with sales of $2.7bn and a 13% share of total retail milk sales.
However, category sales slipped 2% year-on-year.
The report said some sub-segments performed better, with soy milk dollar sales rising 4% and coconut milk up 27%, while several adjacent plant-based categories including yogurt, creamers and ready-to-drink beverages also posted growth.
The planned closure in New Jersey contrasts with Danone’s expansion moves elsewhere in its network.
Last month, Danone said it will invest some €20m ($23.5m) to expand its skyr production in France.
In November, the company announced a “major” investment at a factory in Canada. The expansion of the site in Boucherville will increase yogurt output at the plant by 40% and its raw milk processing capacity by 20%.
In August last year, the company set out plans to expand its Minster yogurt factory in Ohio, which produces brands such as Oikos, Activia, Dannon and Danimals.
"Danone to close US dairy-alternatives factory" was originally created and published by Just Drinks, a GlobalData owned brand.
The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
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- a2 Milk Recalls 63,078 Formula Tins As Shares Drop 19%
May 4, 2026
This article first appeared on GuruFocus.
a2 Milk Co. (ACOPF) is under fresh pressure after recalling three batches of its a2 Platinum USA-label infant formula sold in the US, following the detection of cereulide, a toxin linked to vomiting and diarrhea. The recall, which began on May 1, was initiated after manufacturer Synlait Milk Ltd. identified the toxin through additional testing following new guidelines from New Zealand's Ministry for Primary Industries in mid-April. The company said the issue is limited to the US and does not affect China, its most lucrative market, while no confirmed incidents of infant illness or harm have been reported. Even so, the development lands in a global baby formula market already shaken by contamination concerns, after Nestle SA widened a recall in January tied to cereulide in an ingredient from one of its suppliers, while Danone SA and Groupe Lactalis have also recalled hundreds of batches across dozens of countries.
Warning! GuruFocus has detected 3 Warning Signs with ACOPF. Is ACOPF fairly valued? Test your thesis with our free DCF calculator.
For investors, the timing could be the bigger problem. a2's shares had already fallen almost a third over the past month after the company cut revenue and earnings guidance, citing shipment delays to China partly linked to the Iran war. The recall added another hit to sentiment, with the shares dropping as much as 19% in Wellington, the company's steepest one-day decline since August 2024, before paring losses to around 10%. That move suggests investors may be weighing not only the limited size of the recall, but also the risk that a safety-related headline could possibly damage brand confidence in markets where infant formula trust is a critical part of demand.
The company said the recalled product has a different formulation from formula sold in Australia, New Zealand, South Korea, Vietnam, and China, a distinction also highlighted by Citigroup analyst Sam Teeger in Sydney. Still, Teeger warned that the recall could make its way onto Chinese social media and potentially hurt the brand, while supply chain constraints may persist longer than expected and winning back consumers who switch to rival brands may not be easy or cheap. China's customs administration said none of the recalled products had been imported into the country through general trade channels, and Chinese social media users have so far shown limited concern, with some posters pointing to differences between products sold in different markets. The recall covers a relatively small quantity of three batches totaling 63,078 tins, including an estimated 16,428 tins sold to consumers, while importation rights ended on Dec. 31 last year and the product had already been discontinued and removed from sale before the recall.
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- Organic Foods Market Outlook 2036 with Key Contributions from Danone, Nestlé, General Mills, HiPP, and Nature's Path Foods
May 4, 2026
NEWARK, Del., May 4, 2026 /PRNewswire/ -- According to the latest market analysis by Future Market Insights (FMI), the global organic foods market is entering a high-growth phase as certified products increasingly integrate into everyday grocery consumption. Growth is being driven by rising consumer trust in certification standards, expanding retail access, and increasing demand for healthier, sustainably sourced food options.Future Market Insights Logo
The market, valued at USD 337.6 billion in 2026, is projected to reach approximately USD 745.6 billion by 2036, expanding at a CAGR of 8.2% during the forecast period. This strong growth reflects a shift from niche health-focused consumption toward mainstream adoption across global food systems.
Organic foods are no longer limited to specialty stores but are widely available across supermarkets, online platforms, and direct distribution channels, strengthening their role in routine household purchasing.
Get detailed market forecasts, competitive benchmarking, and pricing trends: https://www.futuremarketinsights.com/reports/sample/rep-gb-16722
Quick Stats: Organic Foods Market
Market Size (2026): USD 337.6 Billion Market Size (2036): USD 745.6 Billion Growth Rate: 8.2% CAGR (2026–2036) Leading Product Category: Organic Produce (30% share) Leading Distribution Format: Retail Supermarkets (28% share) Leading Sales Channel: Retail (26% share) Leading Shelf Type: Fresh (34% share) Top Certification Standard: USDA Organic (31% share) Key Growth Regions: India (13.2% CAGR), China (12.8% CAGR) Key Players: Danone, Nestlé, General Mills, HiPP, Nature's Path Foods
Execution-Driven Demand Reshaping Market Dynamics
The next phase of market expansion is being shaped by certification credibility, supply chain discipline, and product innovation. Manufacturers are increasingly focused on:
Expanding certified product portfolios across fresh and packaged foods Strengthening traceability and compliance with organic standards Enhancing retail availability across mainstream grocery formats Investing in regenerative and sustainable sourcing practices
The industry is transitioning from limited premium positioning to broad, high-volume commercialization.
Product and Segment Trends
Market segmentation reflects strong demand across daily consumption categories:
Organic Produce (30%) dominates due to high purchase frequency Retail Supermarkets (28%) lead distribution through weekly shopping cycles Retail Sales Channel (26%) remains dominant for planned purchases Fresh Shelf Type (34%) anchors demand through fruits and vegetables Flexible Packaging (27%) supports scalability across packaged goods
Story Continues
Growing demand for packaged organic foods, beverages, and baby nutrition continues to drive category expansion.
Functionality, Certification, and Innovation
Modern organic food offerings are increasingly designed around trust, quality, and sustainability. Key innovation areas include:
Strengthening certification systems and compliance frameworks Expansion of regenerative agriculture practices Development of value-added organic packaged foods Growth of organic beverages and ready-to-eat categories
The focus is shifting toward improving product quality and consumer confidence beyond certification labels.
Speak to Analyst: Customize insights for your business strategy:https://www.futuremarketinsights.com/customization-available/rep-gb-16722
Ingredient and Portfolio Diversification Driving Value Creation
Manufacturers are diversifying product offerings to enhance market positioning:
Expansion into organic packaged foods, cereals, and snacks Development of baby food and functional nutrition products Private-label organic product growth in retail chains Integration of sustainable and regenerative sourcing
Companies investing in diversified portfolios and sourcing transparency are gaining a competitive advantage.
Supply Chain and Procurement Trends
Supply chain resilience remains critical, with companies focusing on:
Strengthening certified sourcing networks Enhancing traceability and compliance systems Expanding processing and packaging infrastructure Building long-term supplier partnerships
These strategies help maintain product integrity and reduce risks associated with certification and supply variability.
Regional Outlook and Growth Opportunities
The market demonstrates strong global expansion with varying regional dynamics:
India (13.2% CAGR): Growth driven by export-backed certification and urban demand China (12.8% CAGR): Rapid retail expansion and premium grocery adoption United States (10.5% CAGR): Largest market with strong retail penetration Germany (9.0% CAGR): Mature demand supported by stable consumption France (8.6% CAGR): Steady growth driven by household purchasing
Asia Pacific remains a high-growth region due to expanding consumer base and improving certification systems.
Buyer Trends and Strategic Procurement
Key buyers, including retailers and food manufacturers, are prioritizing:
Certified product authenticity and traceability Consistent product quality and availability Competitive pricing across categories Innovation in packaged and convenience formats
Procurement strategies are increasingly aligned with long-term consumer trust and brand differentiation.
Competitive Landscape
The organic foods market is moderately fragmented, with leading players focusing on scale, certification, and innovation. Key strategies include:
Expansion of certified organic product lines Investment in sustainable and regenerative sourcing Strengthening global distribution networks Enhancing brand visibility across retail channels
Key companies include:
Danone Nestlé General Mills HiPP Nature's Path Foods Amy's Kitchen Sprouts Farmers Market Hain Celestial
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After-Sales Value and Long-Term Performance
Market participants are increasingly focusing on lifecycle value through:
Continuous product innovation and reformulation Expansion into high-growth categories like baby food and beverages Strengthening digital and retail engagement Portfolio diversification across fresh and packaged organic foods
Companies delivering consistent certification, quality, and accessibility are expected to lead long-term market growth.
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- Fruit yogurts at risk under Labour’s ‘nonsensical’ junk food crackdown
May 2, 2026
Popular dairy products containing mashed or pureed fruit could become subject to the 9pm advertising watershed
Fruit could be stripped from yogurts under Labour’s “counter-intuitive” junk food crackdown, manufacturers have warned.
Food giants such as Danone are understood to be concerned that new rules on sugar and nutrition may force manufacturers to rethink recipes or even withdraw perfectly healthy products from supermarket shelves altogether.
Under the plans, health officials want to update the UK Nutrient Profiling Model (NPM) to include so-called “free sugars” that are released from fruit and vegetables when they are mashed or pureed.
It means plain yogurt would be deemed healthy, but the exact same product with added fruit could be deemed “unhealthy” – despite containing additional fibre and nutrients.
Yogurts that rely heavily on artificial sweeteners or flavourings, however, would be unaffected.
This could mean products including yogurts with added fruit would also become subject to the 9pm watershed as part of a ban on “junk food” advertising.
The extra red tape is also likely to push up food prices for shoppers, experts have said.
It follows previous reports that fresh tomatoes could be axed from Dolmio pasta sauces as a perverse side-effect of the same rule change.
The overhaul is part of the Government’s 10-Year Health Plan for England, in which it sets out its ambition “to raise the healthiest generation of children ever”.
But industry figures are now calling for the plan to be dropped, saying that where products are reformulated to remove free sugars, children and adults would instead shift to buying cakes and biscuits, or adding honey and syrup to plain yogurts.
A spokesman for Danone North Europe said the company supported efforts to improve public health but warned the proposals risked “unintended consequences for consumers”.
“Any policy must be based realistically on how food is produced and eventually chosen by consumers,” they said.
“Further progress will only improve health outcomes if targets are achievable and lead to products people will actually buy. Otherwise, it risks pushing consumers towards the very options the policy is trying to move them away from.”
It is understood the company may eventually have to look at reformulation if the current proposals go through, but no decisions have yet been made.
Yeo Valley Organic said it supported action on unhealthy foods but warned it was “counter-intuitive” for “naturally nutritious” products like organic, whole-milk yogurts with fruit to be treated in the same way as “ultra-processed junk food”.
The company said it had already cut sugar across its yogurt range and would continue to innovate, but not at the expense of “taste, quality or nutritional integrity”.
Story Continues
Nestlé said it was still assessing the proposals, which are still under consultation. It is understood some of its Ski yogurts may be affected.
Dr Judith Bryans of the Dairy UK trade body said the new system would “penalise categories like yogurt and milk-based drinks in particular”.
After hard work by industry to meet exacting sugar reduction targets, she said that the Department of Health and Social Care was “moving the goal posts”.
“Now there will be yet more pressure on dairy companies to reformulate and the NPM risks shaping consumer perception away from healthy foods like yogurt or milk-based drinks, towards foods that the model favours but contain empty calories and little meaningful nutrition – for example a pot of jelly or a sugar-free fizzy drink,” she said.
Currently, yogurts and milk drinks only account for 2-3pc of the free sugar intake in UK diets, according to Dairy UK.
The Provision Trade Federation also warned the policy could have wider health consequences if it reduces consumption of dairy products.
The group said evidence suggests dairy foods provide between one and two-thirds of calcium intake during growth, while 17pc of UK teenagers are already deficient.
“The Government’s policy has the strong potential to make this worse,” it said.
Rod Addy, its director general, also said that “the considerable costs of reformulation would almost inevitably get passed on to shoppers in the form of yet higher bills”.
Danone’s Activia Mango Yogurt meets the current nutrient profiling model. As such, it’s classified as “non-HFSS”, meaning not high in fat, salt or sugar. But it uses a fruit puree, which would mean it would be deemed unhealthy under Labour’s proposed rule changes, The Telegraph understands.
The Ski Smooth Strawberry and Raspberry yogurts produced by Nestlé could potentially fall foul of the proposed junk food plans too.
The food sector is already under intense strain. The Food and Drink Federation (FDF) has warned that manufacturers are being hit by rising costs and extra red tape – all while they are battling to contain disruption linked to the conflict in the Middle East for their customers.
In a recent economic briefing, the FDF said supply chains were facing “structural shocks” across energy, freight and commodities, with food inflation forecast to climb as high as 9-10pc by the end of the year.
Karen Betts, of the federation, said the proposed rules would make it harder to stem rising food prices, saying this is “simply not the way to help consumers make healthier choices”.
A Department of Health and Social Care spokesman said: “As part of the 10-Year Health Plan, this government is committed to supporting parents to raise the healthiest generation of children ever.
“The current system is based on a nutrient profiling model more than 20 years old, which does not reflect modern dietary advice, which is why we have consulted on updating it.
“Since 2015, guidance has been clear that children should eat less free sugar and more fibre. The updated model reflects this and better balances beneficial nutrients against salt, sugar and saturated fat.”
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