David Hayes, an analyst from Jefferies, maintained the Hold rating on Nestlé SA. The associated price target remains the same with CHF81.00.
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David Hayes has given his Hold rating due to a combination of factors influencing Nestlé SA’s performance. The analyst anticipates a modest growth in the company’s volume and mix for the fourth quarter of 2025, adjusting the forecast from 1.3% to 1.0%. This adjustment reflects tempered expectations in specific segments such as pet food and vitamins, minerals, and supplements (VMS), where consumer sentiment remains subdued.
Furthermore, Hayes projects a more gradual improvement in Nestlé’s margins from 2025 to 2028 compared to market consensus. The uncertainty surrounding the strategic direction under new leadership, expected to be announced in February, also contributes to the cautious outlook. These elements collectively support the decision to maintain a Hold rating on the stock.
Hayes covers the Consumer Defensive sector, focusing on stocks such as Unilever, Reckitt, and Nestlé SA. According to TipRanks, Hayes has an average return of 1.6% and a 52.36% success rate on recommended stocks.
In another report released yesterday, J.P. Morgan also maintained a Hold rating on the stock with a CHF90.00 price target.