Let's start with Nestle. It's cutting 16,000 jobs or roughly 6% of its workforce. The world's largest package food maker says the move will help it cut costs and win back investor confidence.The Swiss maker of KitKats, Nespresso, Perier is trying to reverse stalling sales growth as it faces US import tariffs. ...

按地区划分，所有大区均贡献了正向有机增长。在发达市场，有机增长率为2.1%，实际内部增长率与定价贡献率保持均衡。在新兴市场，有机增长率为 5.2%，主要由定价驱动，实际内部增长率持平。 据新华社，瑞士雀巢公司16日说，计划在今后两年内削减约1.6万个工作岗位，相当于其员工总数的6%。 此次公告发布正值该公司第三季度销售额超出预期。雀巢说，此次裁员波及1.2万个"白领岗位"以及4000个制造和供应链领域岗位。 美国彭博新闻社报道，上述裁员措施表明，雀巢新任首席执行官菲利普·纳夫拉蒂尔寻求加快企业转型。"世界在变，雀巢必须更快改变，"纳夫拉蒂尔在 当天发布的声明中说，"这包括做出艰难但必要的决定，即在今后两年内裁员。" 与此同时，雀巢上调成本节约目标，计划到2027年年底前节约30亿瑞士法郎（约合37.7亿美元），高于此前设定的25亿瑞士法郎（31.4亿美元）目标。 雀巢上月任命内部人士纳夫拉蒂尔接任首席执行官，取代洛朗·弗雷克斯。因涉嫌隐瞒与下属恋情，弗雷克斯在任职仅一年后被罢免。受此影响，雀巢董 事长保罗·比尔克提前卸任。 雀巢裁员背后是严峻的增长压力。 同天披露的财报显示，在今年前9个月中，雀巢集团的总销售 ...

Core Viewpoint - Nestlé plans to cut approximately 16,000 jobs, representing 6% of its total workforce, as part of a strategy to accelerate corporate transformation amid growth pressures, despite exceeding sales expectations in Q3 [1][2][4]. Group 1: Job Cuts and Corporate Strategy - The job cuts will affect 12,000 white-collar positions and 4,000 roles in manufacturing and supply chain [2]. - New CEO Philippe Naefratil emphasizes the need for Nestlé to adapt more quickly to changing market conditions, stating that difficult but necessary decisions must be made [2][4]. - Nestlé has raised its cost-saving target to 3 billion Swiss francs (approximately 3.77 billion USD) by the end of 2027, up from the previous target of 2.5 billion Swiss francs (approximately 3.14 billion USD) [4]. Group 2: Financial Performance - For the first nine months of the year, Nestlé reported total sales of 65.9 billion Swiss francs, a year-on-year decline of 1.9%, with an organic growth rate of 3.3% [6]. - In Q3, the organic growth rate improved to 4.3%, up from 2.9% in the first half of the year, with all major product categories showing improvement [6]. - The coffee and confectionery segments were the main contributors to organic growth, driven primarily by pricing strategies [6]. Group 3: Regional Performance - The Greater China region has been a drag on Nestlé's performance, with an organic growth rate of -10.4% in Q3, continuing a downward trend [9]. - Excluding Greater China, the organic growth rate for the Asia, Oceania, and Africa region was 5.3%, indicating stronger performance in other markets [9]. - Nestlé is working to reduce excess inventory in Greater China and refocus its organizational efforts on demand creation [9]. Group 4: Market Reaction - Following the announcement of the job cuts and better-than-expected financial results, Nestlé's ADR saw an increase of over 9% [12].

Core Insights - Nestlé reported a sales revenue of 65.87 billion Swiss Francs for the first nine months of 2023, with an internal growth rate of 0.6% [1] - The new CEO, Philipp Navratil, aims to accelerate the company's transformation and has announced a global workforce reduction of approximately 6%, affecting nearly 16,000 employees [1][2] - The company expects to save 1 billion Swiss Francs annually by 2027, doubling its initial savings target [1] Financial Performance - For the first half of 2025, Nestlé's sales were 44.228 billion Swiss Francs, a year-on-year decline of 1.8%, with net profit down 10.3% to 5.065 billion Swiss Francs [3] - Sales in the Greater China region fell by 6.4%, impacting overall growth in Asia, Oceania, and Africa, which reported an organic growth rate of 2.7% [3] Management Changes - The board of directors underwent significant changes, with Paul Bulcke stepping down as chairman and being replaced by Pablo Isla [2] - Philipp Navratil, the youngest CEO in nearly 60 years at Nestlé, took over after the dismissal of Laurent Freixe due to a breach of the company's code of conduct [3] Strategic Initiatives - Nestlé is restructuring its regional markets from five to three, merging Greater China back into the Asia, Oceania, and Africa region [4] - The company completed the acquisition of the remaining 40% stake in the food brand Xu Fu Ji, enhancing its presence in the Chinese market [4] Future Outlook - Navratil emphasizes a performance-driven culture and prudent resource allocation to prioritize high-potential opportunities [5] - The recent layoffs are seen as the beginning of a broader transformation strategy under the new leadership [5]

周四，雀巢(ADR)(NSRGY.US)涨超8%，创2008年以来的最大涨幅，报103.60美元。消息面上，受益于 咖啡和糖果等售价上调，在新任CEO上任数周后，雀巢交出了一份业绩企稳回升的成绩单。Q3销售额 增长4.3%，高于分析师预期，同时公司表示计划裁员1.6万人。提高实际内部增长成为雀巢首要任务， 这家食品巨头试图通过大规模重组重振业绩，恢复投资者信心。 ...

智通财经APP获悉，周四，雀巢(ADR)(NSRGY.US)涨超8%，创2008年以来的最大涨幅，报103.60美 元。消息面上，受益于咖啡和糖果等售价上调，在新任CEO上任数周后，雀巢交出了一份业绩企稳回升 的成绩单。Q3销售额增长4.3%，高于分析师预期，同时公司表示计划裁员1.6万人。提高实际内部增长 成为雀巢首要任务，这家食品巨头试图通过大规模重组重振业绩，恢复投资者信心。 ...

来源：视频滚动新闻 周四，雀巢(Nestlé，NSRGY)在瑞士证券交易所SIX上涨了1.5%，此前该公司宣布，作为新任首席执行 官Philipp Navratil领导下的战略转型的一部分，公司计划裁员16000人。此次裁员约占其员工总数的 6%，旨在到2027年节省30亿瑞士法郎。 ...

雀巢ADR涨超8.4%，报103.37美元。消息面上，雀巢计划在未来两年内裁员1.6万人，涉及1.2万个白领 职位。公司官网显示，目前全球员工总数约27.7万人。此外，雀巢将成本节约目标从25亿瑞士法郎提升 至30亿瑞郎，实现期限设定为2027年。(格隆汇) ...

10月16日，雀巢发布2025年三季报。披露在前9个月中，集团的总销售额为659亿瑞士法郎，同比下降 1.9%。有机增长率为3.3%，所有大区和全球直管业务均实现正增长。实际内部增长率增至0.6%，定价 贡献率稳定在2.8%。汇率变动带来了5.4%的负面影响，净收购则带来0.1%的正面影响。 在第三季度，有机增长率为4.3%，较上半年的2.9%有所增强。实际内部增长率在第三季度强劲回升至 1.5%，受益于增长投资，所有主要产品品类均有所改善。定价贡献率为2.8%，既体现了糖果和咖啡业 务已实施的提价动作，也包含了第三季度为优化定价、维持中期消费者渗透率而采取的部分针对性举 措。 按品类划分，咖啡和糖果业务是有机增长的主要贡献者。该增长主要由定价驱动，在一些市场实现了双 位数的增长。糖果业务的弹性更为显著，与历史趋势一致；而咖啡业务则更具韧性，在前9个月内的实 际内部增长率保持正值。除咖啡和糖果业务外，多数品类均实现了正向有机增长。 在亚洲、大洋洲和非洲大区，前9个月的有机增长率为2.7%，在各个市场和品类中都实现了广泛的增 长。其中，中西非、南亚和菲律宾的贡献最为显著。在大中华区，有机增长率为-6.1%，其中 ...

Core Viewpoint - Nestlé is undergoing significant restructuring under the new CEO Philipp Navratil, which includes a global workforce reduction of approximately 16,000 positions over the next two years to enhance efficiency and cost savings [1][5][11]. Group 1: Restructuring and Cost Savings - The company plans to cut around 12,000 white-collar jobs across all functions and regions, aiming for annual savings of 1 billion Swiss francs by 2027, which is double the initial target of 500 million Swiss francs [1][5]. - An additional 4,000 positions will be eliminated through productivity improvements in production and supply chain [1]. - The total cost-saving target for the "Growth Support" initiative has been raised from 2.5 billion Swiss francs to 3 billion Swiss francs by the end of 2027 [1]. Group 2: Financial Performance - In the first nine months of the year, Nestlé reported total sales of 65.9 billion Swiss francs, a decline of 1.9% year-on-year, with an organic growth rate of 3.3% [5]. - The actual internal growth rate increased to 0.6%, while pricing contribution remained stable at 2.8% [5]. - The third quarter saw an organic growth rate of 4.3%, an improvement from 2.9% in the first half of the year, with all major product categories showing improvement [5]. Group 3: Regional Performance - The Greater China region has been a significant drag on Nestlé's performance, with an organic growth rate of -10.4% in the third quarter, continuing a downward trend [7]. - Excluding Greater China, the organic growth rate for Asia, Oceania, and Africa was 5.3%, indicating stronger performance in other markets [7]. Group 4: Leadership Changes - Philipp Navratil was appointed as the new CEO on September 1, succeeding Laurent Freixe, amid expectations for significant reforms [10][11]. - The leadership transition is seen as an opportunity to accelerate strategic initiatives and address performance challenges [10][11]. - Key positions in the Greater China region have been filled with new leaders to drive the necessary changes [13].