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How the Nestlé Board Repositioned a Food Giant
In this episode of Boardroom Conversations, Lucas and Luna explore how the Nestlé board navigated a decade of disruption—from the 2017 activist stake by Third Point to the 2024 refreshment of its portfolio. They break down the board's decision to sell its confectionery business in Brazil, double down on coffee and pet care, and reshape the executive committee. With specific numbers like the 4.5 percent organic growth target and the sale of the U.S. confectionery business for $2.9 billion, the hosts illustrate how a board balances short-term pressure with long-term strategy. They also…
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