Report
Pierre Tegner

Nestlé : T3 : mix/volume attendu à 3.1%. Ce serait un record depuis le T2 2014

>Achat maintenu - Achat maintenu. Dans un contexte de valorisations élevées pour les valeurs du Food HPC (tant en Europe qu’aux USA), Nestlé devrait continuer de surperformer. Le T3 devrait montrer que la relance du portefeuille se poursuit (innovation et revalorisation) avec un effet volume/mix (RIG) qui devrait être à un niveau record depuis le T2 2014. Et sur 9 mois, le RIG attendu à 2.8% sera ainsi supérieur au RIG annuel des 4 derniers exercices. Ce point devrait...
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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