The earnings call reflects a balanced overview of Nestlé's performance with positive elements like organic growth and market share improvements, but significant challenges remain, including market adjustments in China, expected margin declines in the second half, and free cash flow issues.

Company Guidance

In the Nestlé Half-year 2025 Results Conference Call, the company maintained its full-year guidance despite facing increased headwinds. Organic sales growth for the first half of 2025 was reported at 2.9%, with a Real Internal Growth (RIG) of 0.2% and pricing growth at 2.7%. The first half saw a UTOP margin of 16.5%, a decline of 90 basis points, attributed to a 60 basis point decrease in gross margin and a 50 basis point increase in advertising and marketing expenditures. Foreign exchange movements, notably the Swiss franc strengthening by 10% against the dollar, impacted sales negatively. Despite challenges, the company remains committed to investing for growth through its ‘Fuel for Growth’ program, anticipating CHF 700 million savings for the year. The strategic focus remains on maintaining or improving market share across segments, with specific emphasis on driving consumer demand in Greater China and focusing on premium brands in the VMS category.

Organic Sales Growth

Nestlé delivered 2.9% organic sales growth in the first half of 2025, with pricing contributing 2.7% and a real internal growth (RIG) of 0.2%.

UTOP Margin Performance

The UTOP margin was 16.5% in the first half, slightly better than expectations despite FX and tariff headwinds.

Fuel for Growth Program

Nestlé is on track to deliver CHF 700 million in savings for 2025, with CHF 150 million recognized in the first half and over CHF 350 million expected in the second half.

Nespresso Growth

Nespresso delivered solid growth with positive pricing and RIG, maintaining momentum.

Market Share Improvements

Nestlé reported improved market share positions in multiple categories, including North America and Europe.

Nestlé SA (CH:NESN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CH:NESN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	2.01 / -	2.35	―	―	―
Jul 24, 2025	2025 (Q2)	2.13 / 1.97	2.51	-21.51% (-0.54)
Feb 13, 2025	2024 (Q4)	1.13 / 2.35	1.101	113.44% (+1.25)
Jul 25, 2024	2024 (Q2)	2.41 / 2.51	1.029	143.93% (+1.48)	―
Feb 22, 2024	2023 (Q4)	2.65 / 1.10	2.47	-55.43% (-1.37)
Jul 27, 2023	2023 (Q2)	2.37 / 1.03	2.33	-55.84% (-1.30)
Feb 16, 2023	2022 (Q4)	2.49 / 2.47	2.25	9.78% (+0.22)
Jul 28, 2022	2022 (Q2)	2.09 / 2.33	2.17	7.37% (+0.16)	―	―
Feb 17, 2022	2021 (Q4)	2.29 / 2.25	2.2	2.27% (+0.05)	―	―
Jul 29, 2021	2021 (Q2)	1.71 / 2.17	2.01	7.96% (+0.16)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CH:NESN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	CHF77.75	CHF74.14	-4.64%
Feb 13, 2025	CHF76.05	CHF80.78	+6.22%
Jul 25, 2024	CHF90.32	CHF85.74	-5.07%
Feb 22, 2024	CHF92.67	CHF88.11	-4.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Nestlé SA (CH:NESN) report earnings?

Nestlé SA (CH:NESN) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).

What is Nestlé SA (CH:NESN) earnings time?

Nestlé SA (CH:NESN) earnings time is at Feb 19, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Nestlé SA stock?

The P/E ratio of Nestlé SA is N/A.

What is CH:NESN EPS forecast?

CH:NESN EPS forecast for the fiscal quarter 2025 (Q4) is 2.01.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing