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Nestlé (NESN) investor relations material
Nestlé Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary16 Oct, 2025
Executive summary
Organic sales growth for the first nine months reached 3.3%, with Q3 accelerating to 4.3% and real internal growth (RIG) at 0.6% YTD and 1.5% in Q3, driven by investments, innovation, and a performance-driven culture.
Four strategic priorities: RIG-led growth, a winning portfolio, performance culture, and transformation/efficiency.
Full-year 2025 guidance confirmed, with a focus on transformation, growth acceleration, and a return to 17%+ margins over the medium term.
Planned global headcount reduction of approximately 16,000, targeting CHF 3.0 billion in cost savings by 2027.
Commitment to transparency, accountability, and urgency in execution.
Financial highlights
Reported sales for the first nine months were CHF 65.9 billion, down 1.9% year-over-year, mainly due to a -5.4% foreign exchange impact.
Organic growth improved from 2.0% in 9M-24 to 3.3% in 9M-25, with Q3 OG at 4.3%.
Developed markets delivered 2.1% organic growth, while emerging markets achieved 5.2%.
E-commerce sales grew 13.2% organically, now representing 20.2% of total sales.
Free cash flow is targeted at or above CHF 8 billion for the year.
Outlook and guidance
Full-year 2025 organic sales growth guidance maintained at 3.3%, with UTOP margin expected at or above 16% and a medium-term target of 17%+.
Continued commitment to investing for medium-term growth and maintaining dividend policy, despite macroeconomic and consumer uncertainty.
Medium-term organic growth target remains at 4%+ in normal market conditions.
How will 16k headcount cut impact future growth?
Update on Greater China business transformation plan.
Status of strategic reviews for VMS and Waters?
How to scale growth beyond individual products?
How will performance culture drive headcount changes?
Sustainable FCF improvement levers beyond growth?
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H2 202519 Feb, 2026
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Frequently asked questions
Everything from Nespresso to KitKat
With more than 2000 different brands and a proven ability to endure economic downturns, including two world wars, Nestlé is the world’s largest food and beverage company. Their product portfolio consists of everything from global staples to local favorites; from Nestea, Nespresso, and NESCAFÉ to Nestlé Pure Life and KitKat. Nestlé is truly one of those companies you most certainly encounter in your local grocery store on a daily basis, accompanied by the products of other big players like PepsiCo, Kellogg Company, and Unilever.
Over 150 years of innovation starting with life-saving infant foods
The Swiss pharmacist Henri Nestlé founded this company that bears his name way back in 1866 together with the Page brothers. In line with the vision to be a leading nutrition, health and wellness company, one of their major product breakthroughs - the life-saving infant foods quickly was developed. It met the urgent need for a safe alternative to breast milk already over 150 years ago. Another flagship product, NESCAFÈ, was launched in 1938 and rapidly became the top selling coffee brand globally. Also, the company was a global dairy company already by 1905, operating over 20 factories.
The largest Research and Development department in the industry
As of 2022, Nestlé has operations in over 190 countries and employs more than 300 000 people. Considering their very wide range of products under over 2000 different brands, chances are you use some of their products daily. Over 4000 of the employees are working in R&D and Nestlé invests almost $2 billion every year in R&D – the largest of its kind in the food and beverage industry and an engine for future growth. A portion of the R&D investments are attributed to science and innovation. Some results of this are products within the fields of plant-based food, allergy, and healthy aging, all of which posting double digit growth in 2022.
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