---
title: "Analyst Reiterates Sell on Danone, Maintains $62 Price Target Amid Ongoing U.S. Dairy Weakness"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294098937.md"
description: "Jefferies analyst David Hayes reiterates a Sell rating on Danone, maintaining a $62 price target. The decision stems from weak U.S. dairy performance and growth concerns, particularly against competitors like Chobani. Although Nielsen data revisions showed Oikos was less weak than initially thought, the improvement was insufficient to change the negative outlook or revenue projections. Consequently, Hayes keeps his rating and target unchanged due to ongoing competitive positioning issues."
datetime: "2026-07-28T17:35:23.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294098937.md)
  - [en](https://longbridge.com/en/news/294098937.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294098937.md)
---

# Analyst Reiterates Sell on Danone, Maintains $62 Price Target Amid Ongoing U.S. Dairy Weakness

Analyst David Hayes of Jefferies maintained a Sell rating on DANONE SA, retaining the price target of €62.00.

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David Hayes has given his Sell rating due to a combination of factors related to Danone’s U.S. dairy performance and growth outlook. After Nielsen revised its U.S. Greek yogurt data, Danone’s Oikos brand appeared less weak than initially reported, but the improvement was not sufficient to alter his broader negative view, especially as the company’s overall U.S. fresh dairy growth remains lackluster versus key competitors like Chobani.

Hayes notes that while the data correction adds a meaningful amount of previously uncounted sales, it also implies slower momentum in channels not covered by Nielsen, leaving his revenue and earnings projections effectively unchanged. Given this unchanged fundamental picture and continued concerns about Danone’s competitive positioning and growth trajectory, he maintains a Sell rating and keeps his price target steady at $62 per share.

According to TipRanks, Hayes is a 3-star analyst with an average return of 2.2% and a 56.05% success rate. Hayes covers the Consumer Defensive sector, focusing on stocks such as Unilever, Reckitt, and Puig Brands, S.A..

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