贝伦贝格银行将雀巢目标价从92瑞士法郎上调至99瑞士法郎。 ...

来源：滚动播报 贝伦贝格银行将雀巢目标价从92瑞士法郎上调至99瑞士法郎。 ...

Fast-fashion chain Primark to name Tonge as permanent CEO, Sky News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view of a Primark store on Oxford Street in London, Britain, March 31, 2025. REUTERS/Hannah McKay [Purchase Licensing Rights, opens new tab]- Companies[Associated British Foods PLC]FollowFeb 25 (Reuters) - Primark owner Associated British Foods [(ABF.L), opens new tab] is close to name Eoin Tonge as the fast ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Nestle puts pressure on underachievers with new bonus structure February 25, 20266:33 PM UTCUpdated ago By Reuters Item 1 of 3 A Nestle KitKat product is displayed on a shelf in a supermarket in Sarajevo, Bosnia and Herzegovina, October 29, 2024. REUTERS/Dado Ruvic/File Photo [1/3]A Nestle KitKat product is displayed on a shelf in a supermarket in Sarajevo, Bosnia and Herzegovina, October 29, ...

Key TakeawaysHungary is deploying soldiers and equipment near key energy facilities as Prime Minister Viktor Orban warns of Ukrainian plans to disrupt the nation's energy system.President Trump confirmed that tariffs will remain in place following a Supreme Court (SCOTUS) decision, contributing to an extended period of policy ambiguity for the US Dollar.Nestle (NESN) announced a major overhaul of its 2026 bonus plan, removing payouts for underachievers while lifting caps for top performers to "change how pe ...

近期，雀巢集团对外发布 2025 财年完整业绩，这份跨越百年的食品巨头成绩单，呈现出鲜明的矛盾 性。全年实现销售额 894.9 亿瑞士法郎，同比下滑 2%；净利润 90.33 亿瑞士法郎，同比大幅回落 17%。若剔除汇率波动干扰，集团有机增长率达 3.5%，较 2024 年提升 1.3 个百分点，下半年增长动能 持续修复。一面是全球业务逐季回暖，一面是大中华区显著失速；一面靠提价勉强支撑增长，一面启动 史上最坚决的业务聚焦与组织精简，雀巢正站在战略转型的关键十字路口。 从业绩构成来看，全年 3.5% 的有机增长中，定价贡献达到 2.8%，实际内部增长仅 0.8%，高度依赖提 价对冲咖啡、可可等原材料成本上涨，成为集团增长的核心特征。随着四季度有机增长率升至 4%，实 际内部增长从上半年 0.2% 提升至下半年 1.4%，战略调整效果逐步显现，基础交易营业利润率稳定在 16.1%，自由现金流保持健康水平。 品类与区域的分化在财报中体现得尤为明显。固体及液体饮料、糖果品类分别实现 7.3%、8.2% 的有机 增长，成为核心增长引擎，雀巢咖啡、奇巧等品牌凭借定价策略支撑业绩；宠物护理业务稳健增长 2.2%，全球市场 ...

13 February 2026 | 6:07PM GMT Equity Research GS EQUITY RADAR Old economy and Chemicals, AI disruption, GOAL positioning plus Week Ahead and key research from the week Old economy and Chemicals. Peter Oppenheimer wrote this week about the return of physical assets including 'old economy' areas. Chemicals are an area Georgina Fraser thinks are interesting, turning pro-cyclical in her ratings and making seven rating changes to reflect her view that the cycle is already turning despite muted company commentary ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Keurig Dr Pepper secures additional $1.5 billion funding for JDE Peet's buyout February 23, 202610:59 PM UTCUpdated 9 mins ago By Reuters Feb 23 (Reuters) - Keurig Dr Pepper (KDP.O), opens new tab said on Monday it had raised an additional $1.5 billion of equity funding from long-term investors as part of its financing plan for the roughly $18 billion acquisition of Dutch coffee giant JDE Peet ...

Weekly Chart: Germany's manufacturing sector expanded for the first time since mid-2022, providing a rare lift for Europe's largest economy.The HCOB Flash Manufacturing PMI rose to 50.7 in February from 49.1. This crossed the 50‑point threshold that separates contraction from growth, according to S&P Global. The Composite PMI climbed to 53.1, its highest since October, with services driving the improvement. Business activity reached a four‑month high.Why it matters: Germany's industrial cycle remains the an ...

Core Viewpoint - Nestlé Group is facing significant challenges in its pricing strategy amid global economic fluctuations and inflation pressures, leading to a slight decline in annual sales and net profit [2][5]. Financial Performance - In 2026, Nestlé reported annual sales of 89.49 billion Swiss francs (approximately 728.53 billion RMB), a decrease of 2% compared to the previous year [2]. - The company's net profit fell by 17% to 9 billion Swiss francs, marking a rare decline [5]. Pricing Strategy and Market Response - Nestlé's aggressive pricing strategy, implemented in response to a doubling of coffee bean and cocoa costs, contributed 2.8% to annual sales growth, while actual sales volume growth was only 0.8% [2]. - Price increases in the candy and coffee segments reached 10.6% and 6.0% respectively, but consumer sensitivity to these price hikes has led to a shift towards private label brands, resulting in customer loss [3]. Challenges in Key Markets - In the Greater China region, Nestlé faced a significant organic growth rate of -6.4%, with an internal growth rate of -4.5% and a pricing contribution rate of -1.9%, which heavily impacted the overall performance of the group [3]. - The company experienced non-operating losses due to a recall of infant formula linked to contamination, leading to an inventory write-down of approximately 1.1 billion Swiss francs (about 895 million RMB) and potential sales losses of up to 1.2 billion Swiss francs (about 977 million RMB) in 2026 [3]. Strategic Adjustments - Nestlé's CFO indicated that the company is adjusting its business model in China from a distribution-driven approach to one focused on consumer demand, which is expected to gradually alleviate growth impacts by the second half of 2026 [4]. - The company has identified four core pillars for future growth: coffee, pet care, nutrition, and food & snacks, with the first three accounting for 70% of total sales [5]. Organizational Changes - Nestlé is undergoing a restructuring process, including the integration of its nutrition and health science units and the potential divestiture of its remaining ice cream business [5]. - The company plans to reduce its workforce by approximately 16,000 positions, representing 6% of its total employees, as part of its efforts to streamline operations [6].