Nestle Can Deliver Value Despite Current Headwinds -- Market Talk

Dow Jones

Jan 29, 2025

0910 GMT - Nestle has significant value-enhancing factors despite the disappointing share performance, Vontobel analyst Jean-Philippe Bertschy says in a note. The maker of KitKat chocolate bars and Nescafe coffee faces a number of short-term headwinds, which include surging raw material prices and outlook uncertainties related to weight-loss drugs. While investors mainly focus on Nestle's ability to accelerate organic sales growth, Vontobel is optimistic on the attractive valuation. "We believe it is equally, if not more, important to consider the additional cash that Nestle is set to generate as a result of relatively lower capex and net working capital - a significant value-accretive factor," Bertschy adds. Shares are down 0.7% at 77.62 Swiss francs. (michael.susin@wsj.com)

(END) Dow Jones Newswires

January 29, 2025 04:11 ET (09:11 GMT)

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The maker of KitKat chocolate bars and Nescafe coffee faces a number of short-term headwinds, which include surging raw material prices and outlook uncertainties related to weight-loss drugs. While investors mainly focus on Nestle's ability to accelerate organic sales growth, Vontobel is optimistic on the attractive valuation. \"We believe it is equally, if not more, important to consider the additional cash that Nestle is set to generate as a result of relatively lower capex and net working capital - a significant value-accretive factor,\" Bertschy adds. Shares are down 0.7% at 77.62 Swiss francs. 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The maker of KitKat chocolate bars and Nescafe coffee faces a number of short-term headwinds, which include surging raw material prices and outlook uncertainties related to weight-loss drugs. While investors mainly focus on Nestle's ability to accelerate organic sales growth, Vontobel is optimistic on the attractive valuation. \"We believe it is equally, if not more, important to consider the additional cash that Nestle is set to generate as a result of relatively lower capex and net working capital - a significant value-accretive factor,\" Bertschy adds. Shares are down 0.7% at 77.62 Swiss francs. (michael.susin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2025 04:11 ET (09:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03165","symbol_name":"华夏欧优股对冲","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2507683191","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507683191","pubTimestamp":1738141860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0910 GMT - Nestle has significant value-enhancing factors despite the disappointing share performance, Vontobel analyst Jean-Philippe Bertschy says in a note. The maker of KitKat chocolate bars and Nescafe coffee faces a number of short-term headwinds, which include surging raw material prices and outlook uncertainties related to weight-loss drugs. While investors mainly focus on Nestle's ability to accelerate organic sales growth, Vontobel is optimistic on the attractive valuation. \"We believe it is equally, if not more, important to consider the additional cash that Nestle is set to generate as a result of relatively lower capex and net working capital - a significant value-accretive factor,\" Bertschy adds. Shares are down 0.7% at 77.62 Swiss francs. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"03165":"华夏欧优股对冲","BK4212":"包装食品与肉类","NSRGY":"雀巢"},"translate_title":"尽管当前面临阻力，雀巢仍能创造价值——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03165":0.6,"NSRGY":0.9},"content_text":"0910 GMT - Nestle has significant value-enhancing factors despite the disappointing share performance, Vontobel analyst Jean-Philippe Bertschy says in a note. The maker of KitKat chocolate bars and Nescafe coffee faces a number of short-term headwinds, which include surging raw material prices and outlook uncertainties related to weight-loss drugs. While investors mainly focus on Nestle's ability to accelerate organic sales growth, Vontobel is optimistic on the attractive valuation. \"We believe it is equally, if not more, important to consider the additional cash that Nestle is set to generate as a result of relatively lower capex and net working capital - a significant value-accretive factor,\" Bertschy adds. Shares are down 0.7% at 77.62 Swiss francs. (michael.susin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 29, 2025 04:11 ET (09:11 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}