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What was the performance of the dairy industry in Q1 2025?
Let's have a look at the overall results.
🟡 Revenue growth: Sales performance was mixed across the industry. While companies like Fonterra, DSM-Firmenich, and Kerry Group posted solid growth, others such as Nestlé, IFF, and Savencia experienced flat or declining sales in certain segments.
🟢 Profitability: Profit sentiment was relatively positive: while DSM-Firmenich and Kerry Group posted notable margin expansion, some others like Glanbia and Nestlé (on a group level) faced pressure from input costs.
🔴 Market dynamics: Market conditions remained volatile. Some companies, like Danone and Fonterra, cited strong demand resilience, while others such as Savencia and Nestlé flagged geopolitical risk and weak consumer sentiment
🟢 Growth outlook: Outlook is broadly positive. Most companies maintained or upgraded guidance, citing momentum in premium products and innovation-led growth.
🟢 Profitability outlook: Several firms expect margin expansion or stable profits despite cost pressures. Strategic pricing, product mix, and efficiency programs support optimistic projections.
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