Kepler Cheuvreux's Cox Thinks 2H Will Be Good for Nestle

The transcript discusses Nestle's Q1 performance, highlighting the calendar impact on growth figures and the company's ability to maintain pricing power despite inflation. It also covers Nestle's strategic rethink under new leadership, focusing on health and nutrition, and potential M&A activities. The discussion includes expectations for improved performance in the second half of the year.

What are the key milestones that the new management at Nestle is expected to achieve?

What is the new guidance for Nestle's organic growth, and how does it compare to their historical goal?