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Tojasoku
@Tojasoku
9Mo·

$NESN (-1,01 %) or $ULVR (+0,06 %) ?


Which of the two food giants is currently the better choice for the portfolio?


In recent months, Unilever has performed significantly better than Nestlé, but the latter is an absolute giant that has historically always been reliable, while Unilever has often disappointed?


Withholding tax on dividends does not apply to Unilever, as it is based in the UK. Withholding tax on dividends at Nestlé is 35% (Switzerland), but at least for me (from Switzerland) this can be claimed on my tax return and is therefore not a disadvantage.


What are your thoughts?

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22 Commentaires
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sodium@TomCOR
9Mo
I see Nestle as stronger in the long term, they are also the big player in the "water business", nobody will be able to get past them. However, I see both of them as dangerous in the food business, where they will have to change/re-adapt to the new generation of customers - sugar bombs, misleading children in marketing, etc. They will probably (have to) succeed, because at the end of the day the consumer determines the product range.
They will probably (have to) succeed, because at the end of the day the consumer determines the product range. I could also imagine that they could play a role in the marketing of synthetic foods (as soon as it is understood that they will be relevant in the future)
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Tojasoku@Tojasoku
9Mo
@TomCOR Personally, I also see Nestlé as more interesting. The water business is definitely a major argument, I absolutely agree with you, but also in general that they make a higher proportion of their sales from food than Unilever, which makes more of its sales from hygiene products than Nestlé.

In my opinion, however, Nestlé is even more "despised" and needs to work hard on its image. In addition to your example of the sugar bombs in baby food in the Third World, there is also the privatization of water sources in poor rural regions.
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Dividende > Zinsen@GoDividend
9Mo
Click on the relevant share and then on Forum.
Both are regularly discussed in detail
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Tojasoku@Tojasoku
9Mo
@GoDividend So I don't see any recent discussion where the two are compared as an investment?
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Dividende > Zinsen@GoDividend
9Mo
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Tojasoku@Tojasoku
9Mo
@GoDividend What's the problem with starting such a discussion? If you don't like it, just keep scrolling and spare me your negativity.

Edit: Thanks for the links you added afterwards. 👍🏻
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Dividende > Zinsen@GoDividend
9Mo
@Tojasoku don't see any negativity. Just sometimes a request that others do some research for you.

Otherwise, the above would not just be a question, but something like an opinion. An opinion on the above was not provided, so you first have to find out what you actually want.

I find one version particularly important

Which of the two groups is implementing its restructuring the fastest and most effectively? Both are in the middle of a reorganization/restructuring. Which will succeed better and faster?
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Tojasoku@Tojasoku
9Mo
@GoDividend Instead of making negative comments, start this discussion right away.

Do you, like many others, expect that with the change of CEO at Nestlé, the focus will now be increasingly on the most important brands, as Unilever is also trying to do with its restructuring?

Giving up the ice cream business at Unilever may seem sensible, but it takes Unilever away from the food market once again. It is already strongly positioned elsewhere with core brands such as Dove. Nestlé has the majority of its core business in the food industry (some pet food and hygiene, but together "only" 20-30%). Perhaps the focus of the companies is also decisive, would you rather invest in food or cleaning and hygiene products? What are the expectations here?

Personally, I tend to favor the food sector and therefore Nestlé. How do you see that?
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Dividende > Zinsen@GoDividend
9Mo
@Tojasoku put your last answer right at the top of the post. Then we have a nice basis for other people to address the topic in more depth.

Basically, I order further ahead in the conversion.
Unilever still has a lot more to do.

Unilever would only make its way into the portfolio after the spin-off of the ice cream business (you can wait another 2 quarters to see what this ultimately means for the parent company).

I would actually prefer Nestlé at the moment
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Dividende > Zinsen@GoDividend
9Mo
@Tojasoku Just had a look at my deepdive.
Unilever's weighting in my ETFs is 0.15% less than Nestlé's 0.2%. There are also smart people there who think about things 😅.
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Kurz@MrKurt89
9Mo
Nobody wanted Unilever for a long time, but now that it has risen, people are talking about it again. Nestle is currently at a low and cheaper than it has been for years. Both great companies, both in the portfolio, but at the moment only Nestle is a buy candidate for me. Take heart ✌🏼
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Tojasoku@Tojasoku
9Mo
@MrBoelter90 I have a similar view. I also have both shares, am well positive with Unilever (30%) and slightly negative with Nestlé. But I am considering switching into Nestlé. Is that an issue for you? If not, why?
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Dividendensammler@DividendensammIer
9Mo
Currently of course nestle, Unilever has done far too well, why get in now? It should have been done the last few years when it was cheap.
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Tojasoku@Tojasoku
9Mo
@DividendensammIer Am actually in both stocks. My thought is to switch from Unilever (currently at +30%) to Nestlé (-5%) and wanted to see if I'm missing something.

I think Nestlé is generally more strongly positioned than Unilever.
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Dividendensammler@DividendensammIer
9Mo
@Tojasoku Why reallocate? Simply buy nestle after. You keep such shares forever😁
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Tojasoku@Tojasoku
9Mo
@DividendensammIer I have to add that I don't have to pay capital gains tax because I'm from Switzerland 🇨🇭 So you can also exchange money at times like this 👍🏻🙂
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Tenbagger2024@Tenbagger2024
9Mo
What do you want with such elephants, there is hardly any growth to be expected in the long term.
In the food sector, commodity prices are rising all the time, which you can no longer push through with retailers or they will throw you out.
In other words, margins are falling.
Retailers are relying more and more on private labels, as are consumers.
There are better alternatives in the consumer goods sector.
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Tojasoku@Tojasoku
9Mo
@Tenbagger2024 What would be a better example for you?
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Tenbagger2024@Tenbagger2024
9Mo
@Tojasoku
Invest in beauty stocks when the market bottoms out.
High margins and Schmicke runs even in a crisis.

Otherwise rather an up-and-coming fast food chain.

Perhaps also keep an eye on $SN.

Or $DOL
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Tojasoku@Tojasoku
9Mo
@Tenbagger2024 Which beauty stocks, for example? $OR or chemical companies with beauty divisions, such as $CLN? Or smaller growing stocks here too?
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Tojasoku@Tojasoku
9Mo
@Tenbagger2024 When it comes to food, I like to go for the big ones, on the one hand I'm still "young" (30 years old) and they should be stable for a long time, and on the other hand the portfolio is already quite large and the income is high. It doesn't have to be the best return. Good but "safe" is sufficient. In addition to shares, I also have a property and gold. For the risk $BTC.
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Tenbagger2024@Tenbagger2024
9Mo
elf Beauty has just left my portfolio because the share price has fallen sharply, as has Ulta Beauty.
Maybe you should still keep an eye on the stocks and get back in when the time is right
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