新帅上任，雀巢全球范围内裁员1.2万人

Core Viewpoint - Nestlé is undergoing significant restructuring under the new CEO Philipp Navratil, which includes a plan to cut approximately 16,000 jobs globally over the next two years to enhance efficiency and reduce costs [1][5]. Group 1: Job Cuts and Cost Savings - The job cuts will involve around 12,000 white-collar positions across all functions and regions, with an expected annual savings of 1 billion Swiss francs by 2027, doubling the initial target of 500 million Swiss francs [1]. - 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 2027 [1]. Group 2: Financial Performance - In the first nine months of the year, Nestlé's total sales amounted to 65.9 billion Swiss francs, a year-on-year decline of 1.9% [3]. - The organic growth rate was reported at 3.3%, with all regions and global direct businesses achieving positive growth [3]. - The actual internal growth rate increased to 0.6%, while pricing contribution remained stable at 2.8% [3]. 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 [4]. - Excluding Greater China, the organic growth rate for Asia, Oceania, and Africa was 5.3%, with a pricing contribution of 4.0% [4]. - The new leadership is focusing on reducing excess inventory in Greater China and shifting the organizational focus towards demand creation [4][6]. Group 4: Leadership Changes - Philipp Navratil was appointed as the new CEO on September 1, succeeding Laurent Freixe, who was dismissed [5]. - The board also announced Pablo Isla as the new chairman, effective October 1, following Paul Bulcke's early resignation [5]. - The new management team is expected to drive significant changes, with a focus on performance-oriented culture and resource allocation towards high-potential opportunities [5][6].