Diogo Filipe Da Conceicao Rolo
Portugal
8m
โฌ†๏ธ ๐‘ญ๐’๐’๐’๐’๐’˜๐’†๐’“๐’”: 5.4k ๐ŸŸข ๐’€๐’Š๐’†๐’๐’…: 2020/21: > 300% ๐ŸŸข 2 ๐’š๐’†๐’‚๐’“๐’”: > 106% ๐‘ซ๐’‚๐’๐’๐’๐’† ($๐‘ฉ๐‘ต): ๐‘ท๐’†๐’“๐’‡๐’๐’“๐’Ž๐’‚๐’๐’„๐’† ๐‘ผ๐’‘๐’…๐’‚๐’•๐’† ๐Ÿฅ›๐Ÿ’ฐ Dear Investors, Excited to share that our Danone ($BN) position has gained 17% in just 3 months! Here's why this healthy addition continues to impress! ๐Ÿš€ ๐Ÿ’ช ๐‘บ๐’•๐’“๐’๐’๐’ˆ ๐‘ญ๐’–๐’๐’…๐’‚๐’Ž๐’†๐’๐’•๐’‚๐’๐’”: - Diversified portfolio across dairy, plant-based, probiotics, and water - Global leadership in essential consumer categories - Dominant brands like Activia driving consistent performance - Powerful presence in emerging markets (40%+ of sales) ๐Ÿ“ˆ ๐‘ฎ๐’“๐’๐’˜๐’•๐’‰ ๐‘ซ๐’“๐’Š๐’—๐’†๐’“๐’”: - Perfect alignment with booming health-conscious consumer trends - Expanding plant-based portfolio capturing market share - Water division (Evian, Volvic) showing exceptional momentum Operational efficiency program already improving margins ๐Ÿ›ก๏ธ ๐‘ซ๐’†๐’‡๐’†๐’๐’”๐’Š๐’—๐’† ๐‘บ๐’•๐’“๐’†๐’๐’ˆ๐’•๐’‰๐’”: - Essential daily products ensuring stable demand - Strong brand loyalty across multiple categories - Consistent dividend history for income investors - Resilience during economic uncertainty This 17% return in just three months demonstrates the market is finally recognizing Danone's strategic positioning and execution excellence. For a consumer staples company to deliver this performance is remarkable, highlighting the power of their health-focused business model. As always, this remains an important part of our diversified approach, balancing growth potential with defensive stability. Warm regards, Diogo Rolo P.S.: Has Danone's performance changed your view on consumer staples stocks? Are you increasing exposure to the healthy food sector? Share your thoughts below! ๐Ÿค”
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