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Company Research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
Nestlé
Nestlé (NESN) investor relations material
Nestlé H2 2025 (Media) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 (Media) earnings summary19 Feb, 2026
Executive summary
Nespresso remains a globally managed business due to its unique direct-to-consumer model and brand consistency, even as other units integrate into four strategic pillars: Coffee, Petcare, Nutrition, and Food & Snacks, which represent 70% of sales.
Achieved organic growth of 3.5% in 2025, with real internal growth of 0.8% and pricing of 2.8%, despite macroeconomic and FX headwinds.
Completed integration of Nutrition and Health Science, and advanced negotiations to divest the remaining ice cream business to Froneri, with no change in JV ownership.
Ongoing portfolio review ensures alignment with growth objectives, with no immediate further divestments announced.
Increased marketing investment, organizational simplification, and a performance culture emphasizing accountability and results.
Financial highlights
Reported sales were CHF 89.5 billion, down 2.0% year-over-year due to a 5.7% negative FX impact.
Underlying trading operating profit was CHF 14.4 billion, margin 16.1%, down 110 bps.
Net profit fell 17.0% to CHF 9.0 billion; basic EPS decreased 16.3% to CHF 3.51.
Free cash flow was CHF 9.2 billion, down 14.2% year-over-year, but improved in H2-25.
Dividend per share proposed at CHF 3.10, up 1.6%.
Outlook and guidance
2026 organic growth expected at 3–4%, with RIG accelerating and UTOP margin improving, especially in H2.
Free cash flow forecasted above CHF 9 billion.
Guidance includes a -20 bps impact from the infant formula recall, with further downside risk possible.
The company is prioritizing real internal growth as the main lever for margin, cash flow, and shareholder returns.
Rationale for Waters & Premium Beverages divestment
Impact of marketing spend on H2-25 RIG and share
What is the estimated 2026 OG impact from infant formula recall?
How to ensure supplier quality standards?
Why retain L'Oreal stake now?
Why divest remaining Ice Cream businesses?
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Next Nestlé earnings date
AGM 202616 Apr, 2026
Nestlé
Next Nestlé earnings date
AGM 202616 Apr, 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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