US EditionNestle Reports Better-than-Expected Q4 Sales Growth
Nestle plans to sell its ice cream business to Froneri amid a 75 million Swiss franc profit impact from baby formula recalls, part of a broader corporate turnaround.
- On February 18, 2026, Nestle SA said it is in advanced talks to sell its remaining ice‑cream business to Froneri, the ice‑cream joint venture with private equity firm PAI Partners.
- Amid profit pressure from an infant‑formula recall, Nestle SA's underlying trading operating profit dipped 8.4% to 14.4 billion Swiss francs in 2025, including a 75 million Swiss franc hit, a 110 million Swiss franc inventory write-off, and 1.7 billion Swiss francs in restructuring items.
- Operations teams have resumed formula production while management refocuses on four businesses led by its strongest brands, as the company said it completed the recall and has restarted production to replenish stocks.
- Market reaction was mixed as investors weighed the uncertainty, with shares rose 3% Thursday after Nestle SA reported better-than-expected fourth-quarter organic sales growth, though deliberations over the ice-cream sale remain ongoing.
- Navratil's turnaround strategy is driving asset sales and governance changes, with PAI Partners or Abu Dhabi Investment Authority possibly shifting holdings as waters deconsolidation starts from 2027.
21 Articles
21 Articles
Nestlé’s new CEO rested on the biggest child formula withdrawal in the history of the Swiss food manufacturer, with an optimistic outlook for the year and the planned sale of its ice cream brands. Philipp Navratil, Nestlé’s new CEO, said the company’s recovery, whose performance has been delayed for years, is on the right track, predicted a growth in sales and profits and revealed plans to reorganize the group, with 160 years of history. Navrati…
Nestlé exits ice cream market and partially withdraws from bottled water
Rocked by a scandal involving potentially contaminated baby formula, Nestlé stated that its 'recall is completed' and that 'production has resumed at all infant formula factories, using alternative ingredient suppliers.'
New Strait Times
BERNAMANestlé in talks to sell ice-cream arm as formula recall hits profits
LONDON: Nestlé has said it is in advanced negotiations over the sale of its remaining ice cream business as it indicated profits have been squeezed by the impact of baby formula recalls, reported PA Media/dpa.
Evening Standard
Nestle in talks to sell ice cream arm as formula recall squeezes profits
Nestle reported a 75 million Swiss franc (£71.9 million) impact to the underlying profits due to the hit by baby formula recalls on its sales.
Nestle reports better-than-expected Q4 sales growth
Nestle has reported better than expected fourth-quarter sales growth and said it was sharpening its focus to four businesses led by its strongest brands, a drive that includes plans to sell off its remaining ice cream business.
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