Arla Foods reports revenue of US$8.86B in H1 2026

DENMARK – Arla Foods reported revenue of US$8.86 billion (EUR 7.6 billion), up 6.7% as global demand for nutritious dairy grew across its strategic brands in H1 2026.

Net profit rose to US$243.08 million (EUR 213 million), up from US$179.9 million (EUR 158 million) in the first half of 2025.

Strategic brands grew across regions, with particularly strong momentum in protein and sports nutrition.

The strong result has enabled the Arla Board of Directors to approve a half-year supplementary payment of 1 EUR-cent/kg of milk delivered to farmer owners.

Strategic branded volume-driven revenue growth reached 6.7%, a significant turnaround from the same period last year, with growth broad-based across markets and categories.

The Arla brand returned to growth of 6.5%, while Castello delivered 4% and Lurpak rebounded to 5.2%, both recovering strongly from a year earlier.

Puck continued its momentum with 9.9% growth, and Starbucks® chilled coffee added a further 8.0% on top of an already strong prior year.

Underpinning the recovery was a global appetite for high-quality, nutritious products, with demand strongest in protein and sports nutrition, an area where dairy protein holds a natural advantage.

“We have entered 2026 in formidable shape. Demand for nutritious dairy is healthy across the world, our brands have more than recovered, and consumers are responding to better value with real enthusiasm. This is the cooperative performing at its best, turning strong consumer demand into real growth for our brands,” said Peder Tuborgh, CEO of Arla Foods.

Arla Skyr grew 39.6% and Arla Protein grew 34.4%, while the cooperative’s ingredients business, Arla Foods Ingredients (AFI), delivered revenue growth of 19.3% to US$999.4 million (EUR 867 million), supported by favourable market conditions and robust demand across key segments.

This growing appetite for nutritious, protein-rich food is a structural shift that supports long-term growth opportunities for dairy and for Arla’s brand portfolio.

In the Middle East and North Africa, Arla remained focused on its responsibility to communities it has been part of for many years, ensuring a reliable supply of nutritious food through a challenging period.

Supported by a strong local organisation, the cooperative sustained solid brand growth, with brands such as Puck® and Lurpak® performing well.

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