Browsing Tag
Philipp Navratil
4 posts
Yellow Wood is paying $1bn for supplement brands producing $1.2bn of sales, but the missing number is profit
Yellow Wood Partners is acquiring Nature’s Bounty, Osteo Bi-Flex, Puritan’s Pride and four other supplement brands from Nestlé for $1 billion, even though the portfolio generated $1.2 billion of 2025 sales. The roughly 0.83-times revenue price contrasts sharply with the premium Nestlé paid when it expanded aggressively into supplements five years ago, although the asset packages are not directly comparable. Private equity is now betting that mature health brands can grow faster outside the Swiss conglomerate.
Nestlé lifts Q2 RIG to 1.8% and prices Peranel water JV with Platinum Equity at CHF 4.5bn
Nestlé lifts Q2 RIG to 1.8% and prices its Peranel water JV at CHF 4.5B, netting CHF 2.8B at H1 2027 close as held-for-sale write-downs cut profit 31%.
16,000 jobs on the line: Inside Nestlé’s biggest transformation in decades
Discover why Nestlé is cutting 16,000 jobs and lifting its savings goal to CHF 3 billion by 2027—and what it means for growth, margins, and investors.
Nestlé faces shareholder revolt: Will Paul Bulcke be forced out before 2026?
Nestlé faces investor backlash after two CEO oustings in a year, with pressure mounting on Chairman Paul Bulcke to resign immediately.