DANONE
Packaged Foods · Consumer Defensive
2 appearances
Latest appearance 2026-07-29
John Cox
Analyst
Kepler
Equibles does not estimate personal net worth.
About John Cox
John Cox is recorded as Analyst at Kepler. John Cox has spoken on 2 earnings calls across 1 company, most recently for DANONE on July 29, 2026. The companies whose calls John Cox spoke on are classified in the Consumer Defensive sector.
John Cox on recent calls
“And when I dig into your half-year report, I see the inventories up about $250 million, which is a fair chunk probably of what we're seeing as maybe a light print on the free cash flow.”
“Sorry, just to come back to the formula, I want you to just be a bit more granular in terms of what you think the impact was. If you just say take flat the specialized nutrition in Europe and do the minus 4.3, that's about 65 basis points.”
Affiliation history
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Kepler
Analyst
Transcript header (unverified)
Current
Company network
Recent activity
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Earnings call
DANONE H1 2026 RESULTS CONFERENCE CALL TRANSCRIPT
DANONE
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Earnings call
DANONE Q1 2026 SALES CONFERENCE CALL TRANSCRIPT
DANONE