Stock Movers CVC Down, Danone Slides, Fnac Darty Surges
Jan 26, 2026
A buyout spree in alternative asset management draws attention with a major U.S. credit manager sale. A widening infant formula crisis is rattling French food giants and prompting recalls. A dramatic takeover offer sends a French retailer's shares rocketing in its biggest jump since 2015.
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Consolidation Accelerates In Alternatives
- CVC's purchase of Marathon Asset Management signals accelerating consolidation in alternative asset managers.
- The deal expands CVC into U.S. credit and should boost earnings from 2028 onward.
Infant Formula Crisis Broadens
- The infant formula crisis is widening as Danone and Nestlé expand product recalls across many markets.
- Barclays warns Nestlé may face far higher financial damage than Danone despite Danone's sharper immediate share drop.
Friendly Bid Sends Fnac Darty Jumping
- EP Group's €36-per-share offer for Fnac Darty values the deal at about €1.1 billion and includes a 19% premium.
- EP says it will keep existing leadership and dividend policy, calling the approach friendly and welcomed by the board.