Bryan Garnier - Nestle S.A. (NESN) Food HPC: Top Picks Q1: Nestlé

Report

Bryan Garnier

Virginie Roumage

Food & HPC: Top Picks Q1: Nestlé

Food & HPC
Top Picks Q1: Nestlé

Underperformance by food-HPC companies in Q4
Sales trend to slow – negative mix/extra costs to weigh on the margin
Nestlé: our top pick for Q1
L'Oréal significantly outperforming the beauty market

12/01/2021 3 EN

Underlying

Nestle S.A.

Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.

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CH0038863350 Six Swiss Exchange Switzerland

Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Virginie Roumage

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Food & HPC: Top Picks Q1: Nestlé

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024

Nestle : Very bad start to the year with 1.4% l-f-l only and -2% volume/mix due to North America

Onward: Model Update

Hugo Boss: Weak China and month of April spoilt the mood

Egetis reports Q1, on track with US trial

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