NSRGY - Nestle: Stability Quality And Tasty Prospects

• Nestle’s portfolio realignment strategy is generating results. Going forward, Nestle is banking on pet care and plant-based food as two long-term growth engines.
• The giant has competitive advantages to sustain strong market positions in both markets and looks poised to capitalize in the long run.
• The company holds a dominant position in pet care and is solidifying it through a portfolio of highly-differentiated products to capitalize on the pet food personalization trend.
• In plant-based meats, Nestle has advantages with localization in Asia – a huge market for mock meats but challenging to crack due to fragmented cultures, regulations, and languages.
• Along with portfolio realignment which is clearly on track, the company’s solid balance sheet, strong market positions in key growth markets make Nestle a compelling long-term holding.

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