Added to YB: 2025-08-22
Pitch date: 2025-07-02
NSRGY [bullish]
Nestlé S.A.
-1.83%
current return
Author Info
No bio for this author
Company Info
Nestlé S.A., together with its subsidiaries, operates as a food and beverage company. It operates through Zone North America; Zone Europe; Zone Asia, Oceania and Africa; Zone Latin America; Zone Greater China; Nestlé Health Science; and Nespresso segments.
Market Cap
CHF 203.6B
Pitch Price
CHF 79.40
Price Target
N/A
Dividend
3.85%
EV/EBITDA
13.58
P/E
19.79
EV/Sales
2.90
Sector
Food Products
Category
turnaround
Nestlé S.A. - $NSRGY
NSRGY: Global food giant (46% pet food/coffee) trading at 12.1x EV/EBITDA ex-L'Oreal (6.8% FCF yield). New CEO Freixe replacing Schneider, shifting from M&A to core brands, boosting marketing to 9%, targeting $2.5B cost savings by 2027. Volume declined 2022-24 but turnaround expected. Risks: commodity inflation, Swiss franc strength.
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