Pa Eva ya kunenedwa kwa Danone (Pa: Dano) (Konzekerani kwa February 19) maphunziro. Wosakazidwanso oyang'anira otsogolera a Danone kuti achotsere mpando ndi wamkulu wa Emmanuel Faber, kusiya kukonzanso gulu lomwe adatetezedwa, ndikugulitsa zabwino zomwe ndi 15% ya ndalama 15% ya Revenue. Fund, malinga ndi zomwe zafotokozedwa, ndiye gawo lachitatu lalikulu kwambiri la Darone wokhala ndi gawo pafupifupi 3 peresenti.
Malinga ndi armisan abwenzi, Danone adataya chikhalidwe chatsopano, ndiye kuti, "sagwiritsa ntchito ndalama zokwanira mumitundu yawo" ndipo amalephera kugawana msika.
Zoopsa ndi zovuta
Danone adakhazikitsidwa mu 1919 ku Barcelona, pa nkhondo yachiwiri yapadziko lonse adasamukira ku New York, ndipo kuyambira 1954 likulu lake limapezeka ku France. Pafupifupi nthawi yomweyo, kampaniyo idabwera ndikubwera kumsika watsopano - yogati yokhala ndi zipatso. Pofika kumayambiriro kwa zaka za m'ma 1990, kampaniyo inasandulika kukhala chimphona chokhala ndi mitundu yosiyanasiyana yofalitsa & kutchova juga (NYSE: PG). Danone adatulutsa yogurts, tchizi, mowa, madzi amchere, chakudya cha chanda, champagne, pasipoti, zotupa zopweteka komanso zochulukirapo.
Analimbikitsa udindo wake kwambiri womwe ungatengere mpikisano wake, kusinthika, koma mgwirizano sunachitike. Tsopano kampaniyo ili pachiwonetsero chopanga zinthu zamkaka, chakudya chapadera cha mwana ndi madzi akumwa, omwe amagulitsidwa m'maiko opitilira 120. Ntchito yake imapitirira anthu 100,000 ogwira ntchito m'maiko 55.
Kuopsa kwakukulu kwa kampaniyi ndikuti kukula kwa malonda sikugwirizana ndi zonena za lactic acid), ndizotheka kuchepetsa kukula kwa msika waku China motsutsana ndi maziko a maziko a maziko a Baseji yatha, komanso zizindikiro M'misika yakubwera kungakhale koipa kwambiri kuposa ziyembekezo. Kuchuluka kwambiri kumapangitsa kuti kampani ichepetse ku Ebitda. Kuphatikiza apo, kusungidwa kwa zoletsa zomwe zimachitika chifukwa cha mliri zingasokoneze madzi ogulitsa mabotolo (kutseka kwa ma Cafs ndi malo odyera).
Tsopano kampaniyo ikuwunikira njira yosinthira ku zofunikira za msika, kotero 2021 zitha kukhala zosintha. Danone amapanga madera atsopano, amasintha mzere wazogulitsa, koma njirayi imachedwa mokwanira, ogulitsa akufuna kuti awone gawo la masamba oyenda bwino Chinese Dams Company Yakult kwa 470 miliyoni ma euro. Pakati pa anti-zovuta njira zoyeserera ndi njira zopewera zabwino za mtundu, a Janus ndi katundu kuti asinthidwe, zomwe zingatanthauze zolembedwa 30%. Mapulani - kutsitsa magwiridwe antchito a malonda akuluakulu.
Mphamvu
Kusintha kwakukulu ndi manejalibisa ndizokhudzana ndi kuchoka kwa Cecissis Cecissis Cecis ndi Francisco Camomo (Officectocts omwe ali ndi zaka 40 ku Danone). Kusankhidwa kwa oyang'anira wamba a Macro-Regreen (Danone Padziko Lonse la 80% ndi Danone North America 20% Ogulitsa) popanga zisankho pamlingo wam'deralo.
Malinga ndi zoneneratu zathu, mbiri yosinthidwa ya katundu iyenera kugonjetsedwa ndi kuphulika kwa covil-19. Izi zinachitika:
1) Kuyambitsa njira kuti mukwaniritse bwino komanso kuwongolera mtengo, komwe kuchepetsedwa kwa mtengo ndi kukhathamiritsa.
2) Chitukuko chogwira ntchito njira zamagetsi zamagetsi komanso zatsopano.
3) Zikuyembekezeredwa kuti Kugulitsa kwa kampaniyo kukupitilizabe kusintha. Danone amaika zolinga zapakatikati pa malonda opindulitsa ndi 3-5% (mitundu ina - silika, zokoma, zochulukira, alpro akukula pamlingo wambiri).
4) Danone anawonjezera kuchuluka kwazatsopano bizinesi yake ya mkaka kuti alimbikitse ogula kuti ayese zatsopano zamasamba, ndipo kukula kwa malonda awa kumayamba kuchuluka.
Wopikisana naye kwambiri
Chofanana kwambiri ndi kampani ya Danone ndi chinsalu cha Swiss Chall (Isanu ndi chimodzi: NESN) Komanso ndi kukhalapo kwamphamvu m'makampani amkaka, koma ndi kusintha kwakukulu. Ziyembekezo za zinthu zabwino zamitengo zimawoneka bwino chifukwa cha chidwi chachikulu cha anthu olemera padziko lapansi, makamaka ana.
Tsopano istle ndiyamikiridwa kwambiri ndi msika, ngakhale kuti ndi yokolola yayikulu yolumikizidwa (3.8% mu euro yotsutsana ndi 2.7% kuchokera ku Conle). Dani yofunika kwambiri kuchokera ku conle imatchulidwa makamaka p / b (2.2 motsutsana ndi 6,8), p / F / F / FCF (15). Ngakhale ali ndi ngongole yayikulu kuposa netle, udindo wa Danone umatsalira x2.8 ebitda. Roe Wotsika (12% motsutsana ndi 29% NESTLE) akuwonetsa kuthekera kosintha zokolola za Danone, zomwe zili kale kuwongolera nthawi yochepa.
Evgeny Shatov, Wolamulira Wolamulira "Bontholo"
Werengani nkhani zoyambirira za: kuwononga ndalama.com