About this episode
Send us a text 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: Nestle to cut 16,000 jobs as new CEO ignites 'turnaround fire' (Reuters) Nestle earnings Nestle portfolio of brands Kraft-Heinz breakup signals the end of scale at all costs (previous 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 Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.