Discover and read the best of Twitter Threads about #WhiteWave
Most recents (1)
When Mr. Market admires #Oatly ($OTLY.US) and has a lapse in memory of past sector deals, a healthy refresher is needed.
Plant-based cream on #Danone’s ($BN.FP) morning coffee, a lengthy thread (x/11):
Plant-based cream on #Danone’s ($BN.FP) morning coffee, a lengthy thread (x/11):
In the summer of 2016 #Danone acquired #WhiteWave for $12.5b or c. 14x EV/EBITDA 2016F aft syn. Danone became the leader in plant-based food with an estimated market share of >40%. The acquisition added many plant-based brands, but more importantly the #Alpro and #Silk products.
#Danone plant-based portfolio includes (est,ori):
-Silk (1977, WW)
-Alpro (1980, WW)
-Promavel (1983, WW)
-So Delicious (1987, WW)
-Activia’s PB product (2019, R&D)
-Danette’s PB product (2020, R&D)
-Actimel’s PB product (2020, R&D)
- Follow your heart (1988, 2020,Earth Island)
-Silk (1977, WW)
-Alpro (1980, WW)
-Promavel (1983, WW)
-So Delicious (1987, WW)
-Activia’s PB product (2019, R&D)
-Danette’s PB product (2020, R&D)
-Actimel’s PB product (2020, R&D)
- Follow your heart (1988, 2020,Earth Island)
