Full-year results 2024 Disclaimer This presentation contains forward looking statements which reflect Management's current views and estimates. The forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange fluctuations, competitive product and pricing pressures and regulatory developments. ...

Nestlé S.A. (OTCPK:NSRGY) Q4 2024 Earnings Conference Call February 13, 2025 4:30 AM ET Company Participants David Hancock - Head, IR Laurent Freixe - CEO Anna Olive Manz - EVP & CFO Conference Call Participants Guillaume Delmas - UBS Celine Pannuti - JPMorgan Jon Cox - Kepler Cheuvreux Warren Ackerman - Barclays Olivier Nicolai - Goldman Sachs Sarah Simon - Morgan Stanley James Jones - RBC Tom Sykes - Deutsche Bank AG Jeff Stent - BNP Paribas Exane David Hayes - Jefferies David Hancock Good morning, and we ...

Investors might want to bet on Nestle SA (NSRGY) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Since a cha ...

KEY TAKEAWAYS Nestlé SA shares fell in Swiss trading Friday, a day after the chocolate maker replaced CEO Mark Schneider amid slowing sales and a struggling share price. Schneider, who also is resigning from the board, will be replaced on Sept. 1 by veteran company executive Laurent Freixe, who heads its Latin American operations. During his eight years with Nestle, Schneider focused the Swiss firm "on high-growth categories like coffee, pet care and nutritional health products," the company said. Nestlé SA ...

Investors should consider buying shares of these international dividend aristocrats now, especially as the valuations of U.S. stocks continue to soar. The latest decision of the company to offer a 3-for-1 stock split and share buyback program proves that the company is trying to increase shareholder value. It currently has a total shareholder yield of 2.51% Even though Q1 2024 was not very promising, management was quite upbeat about the full-year guidance and predicted a strong recovery from Q2 onward. Con ...

Overall, gross margin is expected to improve for the full year against 2023. The underlying trading operating profit margin bridge showed a considerable step up in advertising and marketing expenses, which increased by 100 basis points to 8.1% of Group sales. Growth investment is a key focus for each of our Zones, as we have been stepping up support for brand building and new product launches for a number of quarters now. As you can see on the slide, there was a big increase in the second half of 2023, larg ...

Core Viewpoint - The stock market is at record highs, but there is a significant chance of a recession in the near future, prompting investors to seek defensive stocks to mitigate potential losses [1][2]. Group 1: Economic Context - There is an approximately 58 percent chance that the U.S. economy will enter a recession within the next 12 months, based on economic forecasts that analyze various interest rates [1]. - Current economic conditions include soaring inflation and interest rates, heightened geopolitical tensions, and upcoming presidential elections, all contributing to market volatility [2]. Group 2: Defensive Stocks - **Walmart (WMT)**: - Walmart is a leading retail operation with a strong presence in the North American grocery market and a growing e-commerce segment [4]. - It was the only stock in the Dow Jones Industrial Average that increased during the 2008 Financial Crisis, as its focus on value attracted consumers facing economic hardships [5]. - WMT stock is currently at all-time highs, benefiting from higher-income consumers seeking savings and improving profit margins as pandemic-related disruptions fade [6]. - **Procter & Gamble (PG)**: - Procter & Gamble is a major player in consumer wellness and cleaning products, with over 20 brands generating at least $1 billion in annual revenues, totaling more than $80 billion in annual revenues [8][9]. - PG shares had been flat for two years but have recently reached new all-time highs due to strong earnings and an improving outlook, making it a safe haven as the economy cools [10]. - **Nestle (NSRGY)**: - Nestle is one of the largest producers of packaged foods and generates approximately $102 billion in annual revenues [12]. - Although NSRGY stock has been flat over the past five years, it has risen over 900 percent since 1995 and consistently increases its dividend, making it a solid defensive stock for bear markets [14].

Milk products and Ice cream reported negative growth, reflecting, a high base of comparison in the prior year, particularly for our Coffee Mate business, and portfolio optimization actions. Growth in Confectionery was mid-single digit with sustained broad-based growth for KitKat, which continues to gain share across all geographies. And finally, sales in Water improved to a mid-single digit rate, underpinned by a rebound in Perrier and strong momentum for San Pellegrino. Overall, market shares are on an imp ...

Jon Cox - Kepler Luca, thank you, and a warm welcome to our conference call participants today. As always, we do appreciate your interest in our company, and we look forward to answering your questions. Let me move straight to the key messages for the year. I believe that in the context of soft consumer demand in the food industry, we have demonstrated resilient performance. I think in this environment, we did come in within our guided range both on organic growth and profitability. We did show, as we had i ...

This presentation contains forward looking statements which reflect Management's current views and estimates. The forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange fluctuations, competitive product and pricing pressures and regulatory developments. • Strong organic sales growth of ...