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Dec 1 2025, 07:00 GMT
Glanbia
Thoughts on recent Capital Markets Day – positive equity set-up
DAVY VIEW
Glanbia’s recent Capital Markets Day (CMD) conveyed a positive tone. The outlook for its flagship brand, Optimum Nutrition (ON), is encouraging as it is positioned at the intersection of strengthening format relevancy in an on-trend category. Entering its new cycle, we believe the growth platforms of Performance Nutrition (PN) and Health & Nutrition (H&N) are better positioned and more focussed to deliver consistent profits. In this report, we highlight key takeaways from the CMD. We reiterate our ‘Outperform’ call.
