Contrarian Corpus
Third Point vs. Nestlé S.A.

Nestlé S.A. · NESN

1 deck published between 2018-07-01 and 2018-07-01 — 34 pages, 34 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-07-01 follow up

    2018 07 Third Point Nestlé Presentation July 2018

    34pp · full_deck

    Nestlé has been too slow to adapt to a changing consumer industry; adopting a #NestléNOW mindset — sharper strategy, bolder portfolio divestitures including the L'Oréal stake, and a three-division split — can double EPS by 2022.