Renew Danone is working
The medicalisation of the supermarket fridge.
The fiscal year 2025 concluded as a landmark period for Danone, serving as the formal inauguration of Chapter Two of the Renew Danone strategy. This phase marks a decisive transition from structural repair to a focus on value compounding, in which the organisation seeks to reconcile a health-focused purpose with disciplined financial performance. For FMCG leadership, the 2025 results offer a blueprint for navigating a global landscape defined by a volume-led recovery, the medicalisation of nutrition, and the strategic pivot toward high-growth functional categories.
Danone reported full-year sales of 27,283 million Euros, representing a 4.5 % increase on a like-for-like basis, underpinned by a resilient volume and mix contribution of 2.7 % and a pricing component of 1.8 %. This performance indicates that the organisation has successfully shifted its growth engine away from inflationary pricing toward genuine demand generation.
The narrative of Danone’s 2025 performance is one of multi-speed recovery and category-led resilience. While the headline numbers suggest stability, a granular examination of the quarterly progression and regional disparities reveals the underlying tensions between mature-market saturation and emerging-market opportunity. The company delivered consistent quality growth throughout the year, with Q1 at 4.3%, Q2 at 4.1%, Q3 at 4.8%, and Q4 at 4.7% like-for-like.
