Jefferies downgrades Nestlé, Danone to 'underperform' over growth, margin concerns By Investing.com

Jefferies Downgrades Nestlé and Danone: Jefferies has downgraded both Nestlé and Danone to an "underperform" rating due to concerns over their midterm growth and margin prospects, highlighting challenges in adapting to post-pandemic market conditions and sluggish sales in key categories.

Industry Trends and Future Outlook: The consumer goods sector is undergoing a recalibration, with analysts predicting 2025 as a pivotal year. Nestlé and Danone are seen as lagging behind peers in adapting to structural changes, potentially leading to further deratings and a need for valuations to align with historical norms.