Jill Yanukovich

Bloomberg Reporter
@jillrussia · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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NESN long -5.6%
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NESN long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -5.6% Long Return -5.6% Short Return -
Average Return
7d +1.6%
30d -8.1%
90d —
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NESN Nestlé S.A. Nestlé S.A.
Long
Feb 19
$81.43
-5.6%
Nestle's new CEO announced a reorganization into four segments and confirmed advanced talks to spin off/sell the Ice Cream business (Haagen-Dazs). They also predicted sales growth of 3-4%. The Ice Cream business is capital intensive and seasonal (volatile). Spinning it off streamlines the balance sheet and improves return on invested capital (ROIC), signaling management is serious about operational efficiency. LONG on the restructuring catalyst. Execution risk on the spinoff or continued headwinds from the infant formula recall issues.
Nestle's new CEO announced a reorganization into four segments and confirmed advanced talks to spin off/sell the Ice Cream business (Haagen-Dazs). They also predicted sales growth of 3-4%. The Ice Cream business is capital intensive and seasonal (volatile). Spinning it off streamlines the balance sheet and improves return on invested capital (ROIC), signaling management is serious about operational efficiency. LONG on the restructuring catalyst. Execution risk on the spinoff or continued headwinds from the infant formula recall issues.
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