1. U.S. Activist Targets Nestlé

    U.S. Activist Targets Nestlé

    Loeb's Third Point fund takes $3.5 billion stake, calls for changes to boost share price...

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    1. It is rare to find a business of Nestlé's quality with so many avenues for improvement.
    2. Despite having arguably the best positioned portfolio in the consumer packaged goods industry, Nestlé shares have significantly underperformed most of their U.S. and European consumer staples peers on a three year, five year, and ten year total shareholder return basis.
    3. Without addressing the company's stalled earnings, further dividend increases will be unsustainable at historical rates.
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