Nestlé (NESN) investor relations material

Strategic focus and organizational change

• Emphasis on RIG-led growth (volume and mix) as the primary driver for performance and shareholder value.

• Portfolio streamlined to four core businesses: coffee, pet food, nutrition, and food/snacks; divestment of waters, ice cream, and mainstream supplements.

• Simplification of organizational structure, pushing consumer and customer decisions to local markets while centralizing scalable functions like content and innovation.

• Cultural shift towards competitiveness, innovation, and outcome-based measurement, aiming for a more agile and focused company in three years.

Marketing transformation and consumer engagement

• Rejuvenation of aging brands by targeting younger consumers through innovation and digital-first marketing.

• Shift from traditional campaigns to influencer-driven, organic, and entrepreneurial marketing approaches.

• Investment in marketing talent and capabilities, with a goal to become industry-leading brand builders using data and AI.

• Focused media spend on fewer, larger brands to maximize ROI and drive growth.

Growth platforms: Coffee and petcare

• Coffee and petcare together account for about half of group sales and profit, with both expected to outperform staples.

• Coffee growth driven by innovation in cold coffee, ready-to-drink, and premium offerings across Nespresso, Starbucks, and Nescafé.

• Petcare growth underpinned by premiumization, capacity expansion in cat food, and investment in pet therapeutics.

• Pet therapeutics seen as a high-growth, science-driven platform, leveraging R&D from nutrition.