Nestlé (ADR)

The EU Commission has approved the creation of a joint venture between Nestlé and Platinum Equity to combine the Perrier, San Pellegrino and Henniez water brands into Peranel. The unit is valued at €4.9 billion, and Nestlé will receive CHF 2.8 billion from the partial sale. Both partners will hold 50% each, with closing planned for the first half of 2027. The spin-off is part of the group’s restructuring under CEO Philipp Navratil; the water business generated around CHF 3.5 billion in revenue in 2025 and suffered from weak growth and legal issues in France. » Mere på finanzen.net

Nestlé does not include the potential financial effects of Russian forced administration in its annual outlook, but it is still reviewing legal and financial options. The group confirms for 2026 organic sales growth of 3–4 percent, an improvement in underlying operating profit versus 2025, and free cash flow of more than CHF 9 billion. Nestlé operates six factories in Russia with around 7,000 employees; Russia is estimated to contribute about 1 percent to group sales. » Mere på finanzen.net

Nestlé is gradually withdrawing its Special.T tea capsule system from Switzerland and from Germany, Austria, France, Belgium, the Netherlands and Luxembourg. Tea capsules will only be sold while stocks last; they are expected to be available until the end of February 2027, and new machines will no longer be offered. The company cites changed at‑home tea consumption habits and a portfolio optimisation in favour of faster‑growing brands and categories as reasons. » Mere på finanzen.net

Nestlé says it is operating its business in Russia without restrictions and will fully meet its obligations to customers, partners and employees. The transfer of shares to administrator L.E.V. Management is neither a nationalization nor a change of ownership: Nestlé remains the formal owner but has temporarily lost control. Observers view the temporary administration as a possible first step toward expropriation; earlier cases such as Danone and Carlsberg later ended up with Russian buyers. » Mere på finanzen.net

Nestlé CEO Philipp Navratil stresses that the group is not run according to daily price movements but by long-term strategy, better performance measurement and innovation. The share price reflects the previously poor execution: Nestlé has lost around one third over five years and is down just over 3% year-to-date. Navratil expects a non‑linear recovery and rejects short-term measures to prop up the share price. » Mere på finanzen.net