Bloomberg Intelligence Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround
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Oct 16, 2025 
Lee Klaskow, a senior analyst at Bloomberg Intelligence, shares insights on J.B. Hunt, highlighting a remarkable jump in shares due to strong earnings driven by cost cuts and a robust intermodal strategy. He delves into the complexities of the freight market, discussing driver supply issues and turnover rates that could impact capacity significantly. Klaskow also touches on regulations that may diminish driver availability, making these dynamics crucial for the industry.
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Navratil Accelerates Nestlé Turnaround
- Nestlé's new CEO accelerated previously planned changes, including pulling forward job cuts and broader category focus beyond single brands.
- The 16,000 roles cut represents about 6% of staff and aims to boost market share for core brands.
Innovation And Pricing Explain Nestlé Drag
- Nestlé lags because it's slow to innovate and misstepped on vegan products that failed taste tests industry-wide.
- Heavy inflation on costs over several years complicated pricing and consistent consumer buys.
Capacity Growth Is Pressuring Airline Yields
- United faces falling yields as capacity rises, with domestic yields down ~2% and international mid-single digits lower year-over-year.
- United grew capacity aggressively, which pressured fares despite strong demand for premium seats.