Report
Pierre Tegner

Nestlé : T3 < attentes. Sales et profit warning sur 2024. Le CEO ne perd pas de temps

>Un nouveau CEO qui ne perd pas de temps : Surperformance maintenue - Surperformance maintenue avec un OC de 101 CHF. Notre OC implique un PE 25e de 19x et un potentiel proche de 20%. Avec un PE 25e tombé à 17x, nous pensons que la confiance des investisseurs est bien plus abimée que le modèle de croissance rentable et résiliente sur lequel Nestlé a construit son statut de valeur de qualité. La priorité donnée à la croissance organique sous l’égide du nouveau CEO Laur...
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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