Just the beginning of price increases at Nestle: Vontobel Analyst

The transcript discusses Nestle's sequential improvement from Q2 to Q3, with expectations for further acceleration in the fourth quarter and next year. Key input and logistics costs are analyzed, highlighting strong performance in pet food and coffee. Nestle's resilience during COVID lockdowns is noted, benefiting from both home and out-of-home consumption. The company's well-balanced portfolio and innovative products drive retail growth. Future growth prospects are linked to pet care and new opportunities in plant-based products, with management optimistic about volume growth and pricing strategies.

What factors are contributing to the sequential improvement in Nestle's performance?

What are the expected trends for Nestle in the fourth quarter and next year?

How is the pet food market performing according to the text?

In what ways is Nestle benefiting from changes in consumer behavior during COVID?

What does the text suggest about the future opportunities for Nestle's product categories?