{"id":30907,"date":"2026-03-12T18:38:41","date_gmt":"2026-03-12T18:38:41","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/30907\/"},"modified":"2026-03-12T18:38:41","modified_gmt":"2026-03-12T18:38:41","slug":"nestle-refocuses-coffee-portfolio-as-blue-bottle-cafes-shift-to-centurium","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/30907\/","title":{"rendered":"Nestl\u00e9 Refocuses Coffee Portfolio As Blue Bottle Caf\u00e9s Shift To Centurium"},"content":{"rendered":"\n

Find winning stocks<\/a> in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.<\/p>\n

Nestl\u00e9 is reported to be selling Blue Bottle Coffee\u2019s global store operations to Centurium Capital, the controlling shareholder of Luckin Coffee.<\/p>\n

Nestl\u00e9 is expected to retain Blue Bottle\u2019s consumer packaged goods business, including branded products sold in retail and online channels.<\/p>\n

The transaction points to a clearer separation between retail outlets and branded consumer products within Nestl\u00e9\u2019s coffee portfolio.<\/p>\n

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 Nestl\u00e9 is retooling parts of its coffee exposure while the broader group continues to trade through a period of uneven returns.<\/p>\n

Separating store operations from the Blue Bottle packaged products could give Nestl\u00e9 more room to focus on branded coffee goods, while Centurium and Luckin take on the operational side of running caf\u00e9s. For investors, a central consideration is how this fits with Nestl\u00e9\u2019s wider push in higher-value consumer coffee products and what role partnerships with China-based groups may play in future growth options.<\/p>\n

Stay updated on the most important news stories for Nestl\u00e9<\/a> by adding it to your watchlist<\/a> or portfolio<\/a>. Alternatively, explore our Community<\/a> to discover new perspectives on Nestl\u00e9.<\/p>\n

\"SWX:NESN<\/a> SWX:NESN Earnings & Revenue Growth as at Mar 2026 <\/p>\n

\ud83d\udcf0 Beyond the headline: 1 risk and 3 things going right for Nestl\u00e9 that every investor should see.<\/a><\/p>\n

\u2705 Price vs Analyst Target: At CHF80.05, Nestl\u00e9 trades about 8.5% below the CHF87.50 analyst price target range midpoint.<\/p>\n

\u2705 Simply Wall St Valuation: Simply Wall St currently assesses Nestl\u00e9 as undervalued, trading 45.4% below its estimated fair value.<\/p>\n

\u2705 Recent Momentum: The 30 day return is roughly 1.5%, suggesting modest positive short term momentum.<\/p>\n

There is only one way to know the right time to buy, sell or hold Nestl\u00e9. Head to Simply Wall St’s company report for the latest analysis of Nestl\u00e9’s Fair Value.<\/p>\n

\ud83d\udcca The sale of Blue Bottle caf\u00e9s to Centurium, while keeping the packaged goods business, points to Nestl\u00e9 sharpening its focus on branded coffee products rather than operating stores.<\/p>\n

\ud83d\udcca It may be useful to monitor how coffee segment revenue, margins and any new partnerships with Luckin linked entities develop after this deal.<\/p>\n

\u26a0\ufe0f One flagged risk is Nestl\u00e9\u2019s high level of debt, so it can be helpful to watch leverage and interest costs as the company reshapes its coffee portfolio.<\/p>\n

For the full picture, including more risks and rewards, check out the complete Nestl\u00e9 analysis. Alternatively, you can visit the community page for Nestl\u00e9<\/a> to see how other investors believe this latest news will impact the company’s narrative.<\/p>\n

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.<\/p>\n

Companies discussed in this article include NESN.SW<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…\n","protected":false},"author":2,"featured_media":14370,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[126],"tags":[2912,18566,15756,15750,18567,15751,199],"class_list":{"0":"post-30907","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nestle","8":"tag-blue-bottle-coffee","9":"tag-branded-products","10":"tag-centurium","11":"tag-centurium-capital","12":"tag-consumer-packaged-goods","13":"tag-luckin-coffee","14":"tag-nestle"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116217662817271856","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/30907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=30907"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/30907\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/14370"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=30907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=30907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=30907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}