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Nestle is looking to spice up some of its products to counter duller taste buds that can accompany GLP-1 weight-loss drugs.

The company is working to keep prices in check, as U.S. consumers fixate on affordability and buyers shift toward bulk or budget pack sizes, passing over middle formats.

EXCLUSIVE: The company's interest in the green, tea-based product comes amid volatility in coffee-bean prices and as it looks to tap younger customers.

Nestlé is maintained at Hold due to a limited margin of safety amid rising macro and competitive risks. Q1 showed solid organic growth in coffee and snacks, with emerging markets outpacing developed regions, but the infant formula recall weighed on results. NSRGY's 2026 guidance is intact: 3–4% organic growth, FCF above CHF 9B, and UTOP margin at or above 17%.

Philipp Navratil aims to restart growth in the 160-year-old food giant by focusing on core brands like KitKat, Fancy Feast, and Nespresso.