Report
Pierre Tegner

Nestlé : Pizzas Buitoni : un impact financier limité à ce stade, un risque réputationnel potentiel

>Le degré de diversification opérationnel limite le risque - Surperformance maintenue. Nous continuons de penser que dans un contexte de plus en plus volatile (COVID, logistique, inflation, guerre en Ukraine…) le P/E 23e (23.7x vs moyenne Food Spirits HPC de 22x) reste très solide en raison de son recentrage stratégique qui lui permet une meilleure allocation de ses moyens mais aussi et surtout d’une empreinte opérationnelle qui reste très diversifiée et qui donc limi...
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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Pierre Tegner

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