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Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history.

Jenny Rae and Namaan break down what this massive restructuring says about the company’s new strategy, how it mirrors the playbooks of Kraft Heinz and Hershey, and what it reveals about the future of global consumer brands.

They unpack how Nestlé defines “winning,” why the market rewarded layoffs, and what every business leader can learn about growth, portfolio management, and decision-making under pressure.

Links mentioned in the episode:

Chapters

06:26 Understanding the Layoffs
08:50 Metrics for Winning in Business
11:04 Strategic Cash Deployment
13:09 Job Cuts and Sales Growth
14:22 The Reality Behind Spending Trends
17:03 Navigating Consumer Confidence
21:23 Analyzing Nestle's Growth Beyond the Headlines
25:20 Where Will the Capital Go?
27:12 Lessons from Nestle's Business Model

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