雀巢业绩回暖，增长超分析师预期，股价一度涨超8%，创2008年以来的最大涨幅。同时，公司宣布进行大规模人事变革，计划裁员1.6万人。 周四，雀巢公布财报显示，雀巢第三季度有机销售额增长4.3%，高于分析师预期的3.7%。公司2025年前9个月的销售额达到658.7亿瑞士法郎，有 机增长率加速至3.3%，略高于分析师预期的3.2%。这一增长主要依靠咖啡和糖果这两个品类提价来驱动，大多数品类的有机增长均呈正值。 业绩指引方面，雀巢维持其2025年的展望不变，预计有机销售额增长将比2024年有所改善，并且2025年的基本交易营业利润率将达到或高于 16%。 值得关注的是，公司宣布将在未来两年内裁减1.6万个岗位，约占员工总数的6%。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。公司同时将2027年底前的成本节约目标从25亿瑞士法郎上调至30亿瑞士法郎。 上任不久的CEO Philipp Navratil在声明中表示， "世界在变化，雀巢需要更快地改变。这将包括做出艰难但必要的决定来减少员工人数。" 业绩回暖叠加组织变革提振市场信心，雀巢股价周四早盘在瑞士交易所飙升8.2%，创下2008年以来最大单日涨幅 ...

Core Viewpoint - Nestlé plans to lay off 16,000 employees as new CEO Philipp Navratil seeks to accelerate the company's transformation efforts [1] Group 1: Layoff and Cost-Saving Measures - Nestlé announced it will cut approximately 6% of its workforce over the next two years [1] - The company's cost-saving target has been increased from 2.5 billion Swiss francs to 3 billion Swiss francs (approximately 3.7 billion USD) by the end of 2027 [1] - Navratil emphasized the need for the company to adapt more quickly to changing global conditions, which includes making difficult but necessary layoff decisions [1] Group 2: Leadership Changes - Navratil was promoted from within the company to CEO just weeks before the layoff announcement [1] - The previous CEO, Laurent Freixe, was dismissed due to an undisclosed workplace scandal, leading to the early resignation of Chairman Paul Bulcke [1] - Pablo Isla, former CEO of Inditex SA, has taken over as the new chairman [1] Group 3: Financial Performance - Nestlé reported a 4.3% increase in third-quarter sales, surpassing expectations [1] - The sales growth was attributed to price increases and improved organic growth, which are key metrics closely monitored by analysts and investors [1]

Core Insights - Nestlé is undergoing significant restructuring under newly appointed CEO Philipp Navratil, including a plan to cut approximately 16,000 jobs globally over the next two years [1][3] - The company aims to save CHF 1 billion annually by 2027, doubling its initial target of CHF 500 million, with total cost-saving goals raised from CHF 2.5 billion to CHF 3 billion [1][3] Financial Performance - In the first nine months of 2025, Nestlé reported total sales of CHF 65.9 billion, a decline of 1.9% year-on-year, with an organic growth rate of 3.3% [3] - The actual internal growth rate (RIG) increased to 0.6%, while pricing contribution remained stable at 2.8% [3] - The third quarter saw an organic growth rate of 4.3%, up from 2.9% in the first half of the year, with all major product categories showing improvement [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 and -6.1% for the first nine months [5][6] - Excluding Greater China, the organic growth rate for Asia, Oceania, and Africa was 5.3%, driven by pricing [5] Strategic Focus - The new management team is focused on resource allocation towards high-potential opportunities and fostering a performance-driven culture [8][9] - Changes in leadership within the Greater China region are part of the broader restructuring efforts, with new appointments in key positions [11] Market Dynamics - The company is addressing excess inventory in Greater China and refocusing on demand creation [6][10] - E-commerce sales achieved an organic growth rate of 13.2%, representing 20.2% of total sales [4]

Core Viewpoint - Nestlé is undergoing significant restructuring under new CEO Philipp Navratil, including a global workforce reduction of approximately 16,000 positions, with a focus on improving efficiency and cost savings [1][2][3] Group 1: Restructuring and Cost Savings - The company plans to cut about 12,000 white-collar jobs across all functions and regions, aiming to save 1 billion Swiss francs annually by 2027, which is double the initial target of 500 million Swiss francs [1][2] - An additional 4,000 positions will be eliminated through productivity improvements in production and supply chain [2] - 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 2027 [2] Group 2: Financial Performance - In 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% [3] - The organic growth rate improved to 4.3% in the third quarter, up from 2.9% in the first half of the year, driven by pricing strategies in the candy and coffee segments [3] - The Asia, Oceania, and Africa region saw an organic growth rate of 2.7% in the first nine months, but excluding Greater China, the rate was 5.3% [5] Group 3: Challenges in Greater China - Greater China 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 [5][6] - The company is working to reduce excess inventory in Greater China and refocus on demand creation [6] Group 4: Leadership Changes and Strategic Focus - Philipp Navratil was appointed CEO on September 1, replacing Laurent Freixe, with expectations for significant reforms [7] - The new leadership team is tasked with accelerating change and prioritizing resource allocation to high-potential opportunities [9] - Key management positions in Greater China have been reshuffled, indicating a strategic shift under the new leadership [12]

格隆汇10月16日｜雀巢公司在新任首席执行官菲利普·纳夫拉蒂尔上任后的首份财报中宣布，计划在未 来两年内裁员1.6万人，同时进一步提高成本节约目标。该公司周四宣布，将成本节约目标从原先的25 亿瑞士法郎提升至30亿瑞郎（约合37.7亿美元），实现期限设定为2027年。公司官网显示，目前全球员 工总数约27.7万人。本次裁员中1.2万个岗位将为白领职位。 ...

智通财经APP获悉，雀巢(NSRGY.US)周四公布了好于预期的销售增长，这主要得益于其糖果和咖啡产 品因提价带来的收入增长。第三季度实际内部增长(RIG，衡量销售量的指标)上升了1.5%，远高于分析 师预期的0.3%的增幅。 雀巢表示，第三季度有机销售(剔除汇率变动和收购影响)增长了4.3%，高于分析师预期的3.7%的增幅。 该公司维持其2025年展望，强调有机销售增长应较2024年有所改善，并预计基本营业利润率将达到或高 于16%。 这也是自菲利普·纳夫拉蒂尔出任雀巢CEO以来，这家全球最大包装食品公司的首次公布销量。 曾担任奈斯派索(Nespresso)业务主管的纳夫拉蒂尔，于九月接替了因与直接下属存在未公开关系而被解 雇的前任首席执行官洛朗·弗莱克斯。 本次裁员将裁减1.2万名白领岗位，此外，作为制造和供应链持续改进举措的一部分，还将进一步裁员 4000人。雀巢在全球拥有约27.7万名员工。 雀巢经历了一段前所未有的管理层动荡时期，董事长保罗·布尔克 (Paul Bulcke)提前卸任，两周后由前 Inditex 首席执行官巴勃罗·伊斯拉 (Pablo Isla) 接任。 该公司周四表示，裁员人数约占 ...

2025年10月13日，雀巢(中国)在优质运营、创新突破、社会贡献等指标中表现优异，根据经观受尊敬企 业组委会初步评估，入围《经济观察报》2024—2025年度受尊敬企业。 ...

Core Insights - The report highlights the integration of technology and policy adjustments in the ESG landscape, with companies like Nestlé and Mars opposing the EU's delay on forest deforestation regulations, and Microsoft signing a 20-year solar energy agreement in Japan to accelerate clean energy transition in Asia-Pacific [2][6] - Record green capital deployment is noted, with Brookfield raising $20 billion to establish the largest global energy transition fund, and Goldman Sachs' Verdalia raising $780 million to expand biogas infrastructure in Southern Europe [2][8] - The report discusses the launch of the ISO 17298 standard for biodiversity, which aims to help organizations assess their biodiversity impacts and risks, aligning with global sustainability goals [16] International ESG Events - Companies are actively enhancing environmental responsibilities, as seen with the collaboration of over 20 firms, including Nestlé and Mars, against the EU's forest deforestation law delay [6][7] - Diginex's acquisition of Matter for $13 million aims to enhance ESG data integration and AI analysis capabilities, reflecting a trend towards technological innovation in ESG practices [7] - The EU's delay in implementing the CSRD for non-EU companies is intended to reduce administrative burdens and enhance competitiveness, with the new timeline pushing the reporting requirements to 2027 [15][14] Domestic ESG Developments - The report notes significant advancements in carbon neutrality practices in China, including the operation of the first large-capacity sodium-ion energy storage station and the integration of a 648 MW wind power project in Brazil, which is expected to reduce carbon emissions by 2.12 million tons annually [20] - The Ministry of Industry and Information Technology has initiated a green factory recommendation program to strengthen energy conservation and carbon reduction in manufacturing [20] - The establishment of 490 national-level green factories in Guangdong showcases the province's leadership in promoting sustainable manufacturing practices [20]

Core Viewpoint - Nestlé Coffee has signed Chinese table tennis player Fan Zhendong as its new brand ambassador, aiming to convey the belief that "every betterment begins with a small change" to consumers [1] Group 1: Brand Strategy - The brand's initiative "Every cup, for better" is designed to resonate with the aspirations of young consumers in China who are seeking internal value transformation [1] - The choice of Fan Zhendong as a brand ambassador reflects a shared commitment to the pursuit of "better" between the athlete and the brand [1] Group 2: Product Development - Nestlé Coffee 1+2 has undergone a comprehensive upgrade of its product formula, responding to the significant increase in consumer health awareness [1] - The brand aims to translate the spirit of "better" into tangible actions through continuous product renewal, emphasizing the integration of "better" values into every detail [1]

Core Viewpoint - Nestlé places significant emphasis on the Chinese market, which is a key driver for its growth despite internal leadership changes [2][4][8]. Group 1: Leadership Changes - The upcoming chairman, Pablo Isla, and the newly appointed CEO, Philipp Navratil, were present during a meeting with Beijing officials, indicating a smooth transition in leadership [2]. - Paul Bulcke, the current chairman, is stepping down, and the board's visit to China was planned despite previous disruptions, highlighting the importance of the Chinese market [3][4]. Group 2: Market Performance - China is Nestlé's second-largest market globally, with a reported sales figure of approximately 50 billion Swiss francs (around 408.69 billion RMB) in the Greater China region for the previous year, reflecting a 2.1% organic growth rate [4]. - However, in the first half of the year, sales in the Greater China region declined to 24.7 billion Swiss francs (about 223 billion RMB), a decrease of 6.4% compared to the previous year [5]. Group 3: Overall Financial Performance - Nestlé's overall revenue for the first half of the year was 442.28 billion Swiss francs (approximately 398.5 billion RMB), marking a 1.8% decline year-on-year, while net profit fell by 10.3% to 50.65 billion Swiss francs (around 456 billion RMB) [6]. - The recovery of growth in the Chinese market is deemed crucial for Nestlé's overall performance, prompting significant adjustments within its Chinese operations [7].