1G·

The new Nestle boss reorganizes

The new Nestlé $NESN (+0,55%) Group CEO Philipp Navratil wants to make savings and is cutting 16,000 jobs. The manager has increased the savings target from CHF 2.5 billion to CHF 3.0 billion by the end of 2027.

In his first major public appearance, Navratil explained that volume growth was his top priority. "To this end, we have increased our investments in a targeted manner and have already achieved initial results. Now we need to do even more, act faster and accelerate our growth momentum."

A lot of work is needed to get Nestlé back on track. Because when it comes to key indicators such as sales growth and share price performance, the food giant, whose products range from ready meals and frozen products to confectionery, coffee, Vittel water and pet food, is now lagging behind rivals such as Danone $BN (+1,21%) and Unilever $ULVR (+0,68%) are lagging behind.

Source text (excerpt) & graphic: Handelsblatt, 16.10.2025

6 Commenti

Chris@Multibagger

They should simply focus on product quality again and get the price/performance ratio right. The only award they have received in recent years was: The cheat pack of the year!
From my point of view, the quality of the price development corresponds to that of many products.

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Tenbagger2024@Tenbagger2024

23H

@Multibagger
That's what you call resting on your laurels.
That's why I don't invest much in 🐘 elephants.
I prefer to invest in small, innovative companies.

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Chris@Multibagger

23H

@Tenbagger2024 me too, surprisingly 😀

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Novius@Novius

23H

@Multibagger @Tenbagger2024... but as we all know, the dead live longer.

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GeldGenie@GeldGenie

20H

@Multibagger Many NESN brands and products have received national and international awards.

Price and volume customization is/was industry standard. Easy skimming of consumer surplus in corresponding countries.

BUT margins are still not at target and probably need to be achieved through efficiency improvements.

But I think you are dissatisfied with 1-2 favorite products and a bit biased? Or do you know all about 2k brands and 10k products?

NESN won't turn the depot around - but it's a solid cornerstone. We always eat and drink.

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Chris@Multibagger

19H

@GeldGenie I generally don't invest in food stocks. I've only read a few test reports recently where they did really badly.

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