5 Stocks in Big Food's Bargain Bin -- Barrons.com -2-

Yogurt could be a GLP-1 winner. Research shows GLP-1 patients crave more yogurt. That helped Danone's protein-fortified Oikos Pro line hit one billion euros in U.S. sales last year, or about $1.2 billion. The company recently upped its Oikos' manufacturing capacity with a 48,000-square-foot expansion of its Ohio plant.

Albertini thinks expanded output should boost sales volumes and improve yogurt margins, which are lower than at Chobani and Fage, according to First Eagle's research.

Wall Street expects the stock, with a P/E ratio around 17, to deliver earnings growth of 7% to 8% in 2027 and 2028. The average price target of $80 implies gains of about 14% from the recent price of about $70.

"We have pretty good, high visibility into the earnings growth, and you get a dividend, too," Albertini says. "It's not Micron, but it's very simple and very defensive."

Write to Ian Salisbury at ian.salisbury@barrons.com

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(END) Dow Jones Newswires

August 19, 2026 06:48 ET (10:48 GMT)