Feb 20 2026
Food and beverage
Recent Research
Robertet, Strong FY25 trading update
Feb 13 2026
dsm-firmenich, FY25 results
Feb 12 2026
dsm-firmenich, ANH disposal finally agreed
Feb 9 2026
C&C, Chief Financial Officer appointment
Feb 5 2026
Meet your Food and beverage Research team
Danone
FY25 results – strong finish to the year
Danone’s Q4 like-for-like (LFL) growth of 4.7% (volume/mix: + 2.5%) was modestly ahead of market expectations and supported by continued strength in Specialised Nutrition and EDP....
Kerry Group
FY25 results in line, solid outlook, further buyback
Against a subdued demand environment, Kerry delivered a solid 2025 result with good progress on volume and margin. Volume growth was ahead of end-markets, driven by strong execution...
Robertet
Strong FY25 trading update
Robertet delivered a strong FY25 performance with sector leading organic sales growth and margin progression. Its full year organic sales increased 7.6% (H2 implied: +6.0%), which lands...
dsm-firmenich
FY25 results
The results bookend a taxing year for the business. Q4 organic sales growth of 2% reflects a pallid operating environment with Fragrance activities outperforming Food & Beverage. The...
dsm-firmenich
ANH disposal finally agreed
After a protracted gestation period, dsm-firmenich finally agreed terms on the Animal Nutrition & Health (ANH) disposal to CVC. Bringing certainty to the table is key, but the net...
C&C
Chief Financial Officer appointment
C&C has announced the appointment of Adam Phillips as Chief Financial Officer (CFO). Phillips will join the group as CFO and Executive Director, effective April 2026, and brings significant...
AG Barr
Resilient finish to FY26 and constructive tone into FY27
AG Barr delivered a resilient performance, with full year sales growth of 4% (H1: 3%, H2: c.5%), driving a full year outcome broadly in line with consensus expectations and a healthy exit...
Greencore Group
Strong start to FY26
In its first trading statement following the acquisition of Bakkavor, Greencore has delivered a solid update that provides confidence in the execution of its integration and synergy...
Givaudan
FY25: Fragrance growth continues, sluggish finish for Taste & Wellbeing
The key takeaways from Givaudan’s 2025 results include margin softness through the second half of 2025, a weaker-than-expected sales out-turn for Taste & Wellbeing in Q4 and...
Glanbia
Positive setup for 2026 – results due February 25th
2025 was a game of two halves for Glanbia with downward earnings revisions being supplanted by upgrades as we exited the year. The business sits at the intersection of the protein...
