Yogurt
Mix-led growth has taken over from rate. Premium tier expansion is the structural story across protein, plant-based, and Greek-style.
Country outlooks
All outlooks →- Q1 2026
Yogurt in Germany
The German yogurt category is shaped by Müller, Danone (Activia and Actimel as the international branded anchors), and a deep private label tier led by Aldi and Lidl. The structural story is the rise of premium tiers (protein, Greek-style, plant-based) alongside the simultaneous expansion of private label premium. Branded incumbents that ride the mix engine, visible in Danone's FY 2025 numbers, are growing volume share. The promo-led plays are losing it.
Recent signals
All news →- Portfolio
Hain Celestial Pushes Protein as It Weighs More Asset Sales
CEO Alison Lewis says the food company is still executing a portfolio review while launching protein-focused products across its major brands.
Just Food · 1d ago - M&A
Müller buys plant-based firm Berief in dairy shift
The German dairy giant adds tofu and alternative milk production to complement vegan yogurts already in its portfolio.
Just Food · 5d ago - Portfolio
FrieslandCampina Invests Over €90m in Whey Protein Capacity
The Dutch dairy cooperative is upgrading three Netherlands sites to boost production of high-value protein ingredients used in bars, drinks, and yogurts.
Just Food · 1w ago - Portfolio
Chobani protein push reshapes the US yogurt category
Chobani's commercial leadership is using protein-forward innovation as the wedge into adjacent dairy categories the brand does not yet play in. Read the strategy and what it tells the rest of CPG dairy.
Food Dive · 2w ago - Earnings analysis
Danone closes FY 2025 with the cleanest pricing-volume split since the inflation cycle
FY 2025 sales of €27.3 billion, up 4.5% like-for-like. Volume/mix +2.7% finally outpaces pricing +1.8%, the first European data point showing the mix engine has taken over from the rate engine.
Danone IR (FY 2025 results press release) · 2w ago - Consumer trends
Clean eating takes top nutrition trend of 2026
The movement now outpaces plant-based and anti-inflammatory diets while clean label sales accelerate. Gut health and emerging ingredients are reshaping product development across categories.
ConfectioneryNews · 3w ago
Company analysis tagged yogurt
All companies →- Danone
EDP mix and the European recovery
Danone closed FY 2025 with the cleanest pricing-volume split the group has reported since the inflation cycle. Volume/mix at +2.7% and pricing at +1.8% says the mix engine has finally taken over.
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