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Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

In recent years, Consumer Health has emerged as a defined category, though it is still a nascent segment within FMCG. A recent Barclays note says the industry could grow to have an estimated market size of $547 billion by 2030E. In the note, firm analysts say the sector is somewhat misunderstood, and identify winners and laggards among European consumer health companies.

Unilever (LON: ULVR) (NYSE: UL), Haleon (NYSE: HLN) (LON: HLN) and Danone (EPA: BN) (OTC: DANOY) are Barclays’ preferred names in the European Consumer Health space. Barclays’ least preferred names in the space are Beiersdorf (ETR: BEI) (OTC: BDRFY), and

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Barclays identifies European consumer health winners and laggards as industry evolves

Sun, 14 Jun 2026 04:00:00 -0400

Danone SA (BN:FP) (DANOY) PT Lowered to EUR59 at Deutsche Bank

Thu, 21 May 2026 02:46:42 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR59.00 (from EUR65.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR59 at Deutsche Bank

Thu, 21 May 2026 02:46:42 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR59.00 (from EUR65.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR59 at Deutsche Bank

Thu, 21 May 2026 02:46:42 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR59.00 (from EUR65.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR59 at Deutsche Bank

Thu, 21 May 2026 02:46:42 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR59.00 (from EUR65.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

The analyst comments: “We make some changes to our forecasts for Danone and now expect 3.0% like-for-like growth in FY26, with 2.4% in Q1 when we expect to see the company impacted by multiple issues such as the infant formula recall and lower category growth including category exits in Europe and normalisation of China growth. North America remains in no growth until share losses annualise in Q2, however, Danone is losing share in greek yogurt and promotions

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR65 at Deutsche Bank

Thu, 07 May 2026 04:05:06 -0400

Deutsche Bank analyst Tom Sykes lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR65.00 (from EUR66.00) while maintaining a Sell rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR79 at Berenberg

Fri, 24 Apr 2026 03:59:15 -0400

Berenberg analyst James Targett lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR79.00 (from EUR83.00) while maintaining a Hold rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR79 at Berenberg

Fri, 24 Apr 2026 03:59:15 -0400

Berenberg analyst James Targett lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR79.00 (from EUR83.00) while maintaining a Hold rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR79 at Berenberg

Fri, 24 Apr 2026 03:59:15 -0400

Berenberg analyst James Targett lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR79.00 (from EUR83.00) while maintaining a Hold rating.

Danone SA (BN:FP) (DANOY) PT Lowered to EUR79 at Berenberg

Fri, 24 Apr 2026 03:59:15 -0400

Berenberg analyst James Targett lowered the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR79.00 (from EUR83.00) while maintaining a Hold rating.

Jefferies sees re-rating potential in this food stock ahead of today's Q1 earnings

Tue, 21 Apr 2026 18:30:00 -0400

A European food and beverage stock is trading at a multiple that has meaningful room to expand, Jefferies analysts say ahead of its first-quarter results today.

The brokerage maintained a Buy rating on Danone (OTC: DANOY), noting that its next-twelve-months (NTM) price-to-earnings (P/E) multiple could move toward 19x as North America momentum improves.

Jefferies trimmed its price target on Danone shares from €86 to €82, which still implies 22% upside from the current price levels.

The re-rating case rests partly on how the stock compares on cash generation. On a free cash flow (FCF) to equity basis, Jefferies noted Danone's 5.5%