Ahí la tiene en 80 DonFer.
Qué cosas: mucho más abajo y no me sale mucho más potencial.
Va a ser que el mercao no ajusta tan mal.
Yo ye ampliado hoy unas pocas😀
Está la verdad para meterla ahora a estos precios.
Pues parece que tenemos algo de orgánico positivo en el Q3.
A inicios de este hilo hablábamos de que era imposible comprar Nestlé por debajo de 30 veces.
Yo no veo que el negosi haya cambiado mucho y está a 16x.
Lo peor es lo de las recompras:
Yo tengo la impresión de que comprando a estos precios es difícil que salga mal a 10-15 años vista.
https://www.nestle.com/media/pressreleases/allpressreleases/full-year-results-2025
Philipp Navratil, Nestlé CEO commented: “I am encouraged by our performance during 2025, which reflects the targeted actions we have taken in a difficult external environment. Real internal growth (RIG) was positive across all Zones and global businesses. We increased our investment in marketing, delivered a UTOP margin of 16.1% and generated CHF 9.2 billion in free cash flow. Improving organic growth, RIG and market share trends in the second half show that our actions are working.
We are accelerating our strategy. We are focusing our portfolio on four businesses, led by our strongest brands, with prioritized resources and a simplified organization. We are upgrading our marketing and innovation and increasing investment behind high-potential growth platforms, which now have an expanded scope and represent 30% of sales. We are stepping up our efficiencies and strengthening our financial position. This is underpinned by a performance culture that rewards excellence and results.
While there is more to be done, we are confident that our faster execution of a more focused strategy will deliver sustained improvement through 2026 and beyond.”






