Nestlé

Analyst updates, 21.11.

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- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (+1.51%)

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- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (+1.35%)

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- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX (-2.5%)

- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (-1.76%)

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- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (-0.15%)

- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (-3.58%)

- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (-2.51%)

- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (-2.7%)

- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (-1.36%)

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- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (-3.24%)

- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (-3.77%)

- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (-1%)

- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (+0.51%)

- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (-0.14%)

Nestlé presents growth plan

awp, 19.11.2024 ; DE/EN ; 1 minute

Nestlé's ($NESN (-0.15%)) new CEO Laurent Freixe presents his plans for the future. The Group wants to drive forward "operational excellence". To this end, he is investing in marketing and cutting costs. According to a statement issued on Tuesday, Nestlé will increase its investment in advertising and marketing activities to 9 percent of sales by the end of next year. This currently stands at around 8 percent. In this way, Nestlé intends to drive growth, as the company announced at its Investor Day on Tuesday.

The company will "make targeted investments in successful brands and growth platforms, focus innovation activities even more strongly in order to achieve a greater impact, and systematically address underperforming areas", according to the statement.

Nestlé intends to achieve the additional investments this will entail through rigorous cost-cutting measures. In addition to the savings activities already underway, management aims to make additional savings of at least CHF 2.5 billion by the end of 2027.

The medium-term targets have been lowered. Nestlé now expects organic sales growth to be "4 percent plus in a normal business environment". The underlying operating profit margin is expected to be "17.0 percent plus".

I am sticking to my position for the long term. No matter how the world turns, people will always eat and drink. In addition, the pumping rights for drinking water are invaluable.

Happy investing!

GG

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EN:

Nestlé presents growth plan

awp, 19.11.2024 ; DE/EN ; 1 minute

Nestlé's ($NESN (-0.15%) ) new CEO Laurent Freixe presents his plans for the future. The company wants to drive "operational excellence". To this end, he is investing in marketing and cutting costs. According to a statement issued on Tuesday, Nestlé will increase its investment in advertising and marketing activities to 9 percent of sales by the end of next year. This currently stands at around 8 percent. In this way, Nestlé intends to drive growth, as the company announced at its Investor Day on Tuesday.

The company will "make targeted investments in successful brands and growth platforms, focus innovation activities even more strongly in order to achieve a greater impact, and systematically address underperforming areas", it said.

Nestlé intends to achieve the additional investments this will entail through rigorous cost-cutting measures. In addition to the savings activities already underway, management aims to make additional savings of at least CHF 2.5 billion by the end of 2027.

The medium-term targets have been lowered. Nestlé now expects organic sales growth to be "4 percent plus in a normal business environment". The underlying operating profit margin is expected to be "17.0 percent plus".

I am sticking to my position for the long term. No matter how the world turns, people will always eat and drink. In addition, the pumping rights for drinking water are invaluable.

Happy investing!

GG

$NESN (-0.15%) : Additional purchase at 83 euros today 🤓

$NESN (-0.15%)

While eating chocolate lentils, I just realized again how dominant Nestle is:

The Smarties are from Nestle. They're accompanied by a Nespresso, which is not the highest level of enjoyment like from a portafilter, but perfectly fine for at home and reasonably priced.

As a child, I always drank Nesquick, and I still enjoy a packet of KitKat today.

When we go to a restaurant, we often have San Pellegrino or Auqa Panna on the table.

And who doesn't love Thomy Mayo?

Maggi is also a must in many kitchens.

And we all know Purina or Felix pet food.

And the punch line? They are all Nestle products! It's always great how basic consumer stocks are present in everyday life. This gives me the security as an investor that these companies will survive even in a stock market crash and will always be cash cows as long as the management doesn't make complete snot. These companies are too deeply rooted in our society for their sales to collapse abruptly.

I can see the problems Nestle has, but I think they will recover like Unilever in 3-5 years.

Then everyone who bought now will be happy.

and added another 5x... close to 70.

have a nice afternoon 😎

Hello everyone

I'm also making my first post 😄.

I hope you are all doing well.

My current buy candidates are:

$ASML (+3.19%)

$SSUN Samsung stock I never find 😅

$NESN (-0.15%)

$P911 (-2.39%)

I still follow some of them:

$OR (+1.38%) under 305€

$LIN (+1.73%) under 385€

$MCD (-0.18%) under 355$

$CVX (+0.88%) under 135$

$BAS (-1.23%) under 42.50€

What do you think?

What are your buy candidates?

Greetings from Switzerland.

Hi folks,

I just wanted to ask for advice on how to buy the $NESN (-0.15%) share (not the ADR)?

I have a deposit with Trade Republic, where it is only possible to buy the ADR...

but I also have a custody account with Consorsbank and there I can buy the normal share but there are several markets and costs are shown for the 1st and 3rd year... 22EUR in total

Is there another way where the costs are not so high or am I overlooking another possibility or do I have to bite the bullet here?

Thank you very much in advance and have a nice weekend! 🤑🚀

Nestlé's problems go deeper than feared.

For all my loved ones who were so euphoric after the CEO change.

An interesting analysis. $NESN (-0.15%)

Geographically, the sales losses in the most important market, North America, are striking. Nestlé is paying the toll for the price increases. The fact that more and more people in the USA are turning to weight-loss injections is likely to have an even greater impact on the ready-made pizza business in the future. The protein and vegan products promoted by Nestlé will not be able to make up for this. Here too, however, the consumer world is not black and white: the confectionery division is showing robust growth. Even those who are on Ozempic apparently treat themselves to a Kitkat bar now and again.

https://www.nzz.ch/meinung/der-radikalumbau-von-nestle-zeigt-die-probleme-reichen-tiefer-als-befuerchtet-ld.1853356

Nestle Q3 2024

$NESN (-0.15%)

Nestle recorded organic growth of 2.0%, driven by real internal growth (RIG) of 0.5% and a price increase of 1.6%. However, total revenues decreased by 2.4 % to CHF 67.1 billion, mainly due to a negative currency effect of 4.1 % and net divestitures of 0.3 %.

The individual business segments presented a mixed picture: Zone North America recorded a 0.3 % decline in organic growth due to a 0.9 % decrease in RIG and a 0.6 % increase in prices. Sales in this region fell by 2.6 % to CHF 18.5 billion. By contrast, Zone Europe achieved organic growth of 3.3 %, driven by an RIG of 0.8 % and price increases of 2.5 %, although reported sales fell by 1.8 % to CHF 13.9 billion.

Zone Asia, Oceania and Africa (AOA) achieved organic growth of 3.6 %, supported by an RIG of 0.8 % and price adjustments of 2.8 %. Nevertheless, reported sales fell by 5.2 % due to a strong negative currency effect of 8.7 %. Organic growth of 1.9% was achieved in Zone Latin America, despite a negative RIG of 0.7%, which was offset by price increases of 2.5%. Reported sales here fell by 2.3 % to CHF 8.9 billion.

The Greater China zone recorded organic growth of 2.5 %, driven by a strong RIG of 3.9 %, which was slightly dampened by negative price adjustments of 1.5 %. Sales decreased by 2.0 % to CHF 3.6 billion. Nestlé Health Science reported organic growth of 3.8 %, supported by a RIG of 3.0 % and price increases of 0.8 %. Reported sales in this segment increased by 1.3 % to CHF 4.9 billion.

Nespresso achieved organic growth of 1.8 %, supported by a RIG of 1.3 % and a price increase of 0.5 %. Nevertheless, reported sales fell by 0.7 % to CHF 4.6 billion.

Nestlé also updated its guidance for the full year 2024, expecting organic sales growth of around 2%, with an underlying trading operating margin of around 17.0%. Underlying earnings per share growth in constant currencies is expected to remain broadly stable.

The situation remains tense at Nestle

Sale of $IRM (+3.02%)
and increase of $NESN (-0.15%)

As I mentioned yesterday, I have decided to sell my position in Iron Mountain.

The share has shown strong price growth recently, with one all-time high chasing the next. Even if this sounds tempting, the pace of the rise was too high for me personally, which is why I realized 100% of my profits.

I took advantage of the current lower share price to increase my holdings. For me, Nestlé offers more stability and security, especially in more turbulent times.

At the end of the day, as always, good or bad, who knows😁