Episode Details
Back to EpisodesNestlé Q3 2026: Volume Is Back — 4% Organic Growth Beats as Turnaround Gains Pace
Published 17 hours ago
Description
Q3 2026 trading update: Nestlé delivered 4.0% organic sales growth versus ~3.4% expected, but the real story is volume — real internal growth hit 2.8%, the best quarter since 2021, while pricing moderated to 1.1%. Alex and Jordan walk through the category winners (water, petcare, food and snacks), the regional picture (India up 20%, North America rebounding), CEO Philipp Navratil's volume-led turnaround, the Russia deconsolidation, and the bull versus bear debate for the staples giant.