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Nestlé is reported to be selling Blue Bottle Coffee’s global store operations to Centurium Capital, the controlling shareholder of Luckin Coffee.
Nestlé is expected to retain Blue Bottle’s consumer packaged goods business, including branded products sold in retail and online channels.
The transaction points to a clearer separation between retail outlets and branded consumer products within Nestlé’s coffee portfolio.
For investors watching SWX:NESN at around CHF80.05, this move sits against a mixed share performance record. The stock is up 4.7% year to date and 1.5% over the past month, but it has seen declines of 8.4% over 1 year and 17.7% over 3 years, and 8.1% over 5 years. The reported shift around Blue Bottle underlines how Nestlé is retooling parts of its coffee exposure while the broader group continues to trade through a period of uneven returns.
Separating store operations from the Blue Bottle packaged products could give Nestlé more room to focus on branded coffee goods, while Centurium and Luckin take on the operational side of running cafés. For investors, a central consideration is how this fits with Nestlé’s wider push in higher-value consumer coffee products and what role partnerships with China-based groups may play in future growth options.
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SWX:NESN Earnings & Revenue Growth as at Mar 2026
📰 Beyond the headline: 1 risk and 3 things going right for Nestlé that every investor should see.
✅ Price vs Analyst Target: At CHF80.05, Nestlé trades about 8.5% below the CHF87.50 analyst price target range midpoint.
✅ Simply Wall St Valuation: Simply Wall St currently assesses Nestlé as undervalued, trading 45.4% below its estimated fair value.
✅ Recent Momentum: The 30 day return is roughly 1.5%, suggesting modest positive short term momentum.
There is only one way to know the right time to buy, sell or hold Nestlé. Head to Simply Wall St’s company report for the latest analysis of Nestlé’s Fair Value.
📊 The sale of Blue Bottle cafés to Centurium, while keeping the packaged goods business, points to Nestlé sharpening its focus on branded coffee products rather than operating stores.
📊 It may be useful to monitor how coffee segment revenue, margins and any new partnerships with Luckin linked entities develop after this deal.
⚠️ One flagged risk is Nestlé’s high level of debt, so it can be helpful to watch leverage and interest costs as the company reshapes its coffee portfolio.
For the full picture, including more risks and rewards, check out the complete Nestlé analysis. Alternatively, you can visit the community page for Nestlé to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NESN.SW.
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