雀巢2025年上半年有机增长2.9%，CEO称加速品类增长、提高市场份额

Core Insights - Nestlé's CEO, Mark Schneider, emphasizes the company's strategic execution to accelerate performance and transformation for the future, focusing on efficiency and increased investment to drive category growth and market share [2][4] - The company's organic growth in the first half of 2025 is attributed to pricing strategies, innovation projects, channel diversification, and mergers and acquisitions, despite challenges in the Greater China region [2][3] Financial Performance - Nestlé reported sales of approximately 44.228 billion Swiss francs in the first half of 2025, reflecting a year-on-year decrease of about 1.8% due to currency effects, but an organic growth rate of around 2.9% indicates strong core business momentum [2][3] - The net profit for the first half of 2025 reached approximately 5.065 billion Swiss francs, a decrease of 10.3% year-on-year, yet still demonstrating good profitability given significant investments in business expansion, R&D, and marketing [3] Marketing and Innovation - Marketing investments increased, with advertising and marketing expenses accounting for 8.6% of sales, aimed at brand promotion, new product launches, and market activities, effectively enhancing brand awareness and product reputation [3] - Six major innovation projects generated over 200 million Swiss francs in sales during the first half of 2025, meeting consumer demand for new products and experiences [3][4] Regional Performance - The organic growth rate in the Greater China region was -4.2%, with actions taken to improve performance expected to yield results in the coming year [4] - Nestlé maintains a strong business foundation and localized teams in Greater China, with long-term potential still considered significant [4] Channel Performance - Nestlé's diverse channel strategy showed strong organic growth across all three major channels: retail (2.6%), out-of-home (5.8%), and e-commerce (12.3%) [11] - The company continued its acquisition strategy, including the full acquisition of the candy company Xu Fu Ji and increased stakes in Orgain, a leader in plant-based nutrition [11][12]