Nestlé (SIX:NESN) shares fell 1% after Barclays lowered its second-quarter sales forecast. Analysts revised organic sales growth expectations to 3.7% from 4.0%. Difficult retail and consumer conditions in the United States prompted the cut.
Strong performance in pet food and coffee supported first-quarter results. Broader U.S. market conditions remain difficult for the company. Barclays identifies real internal growth of 2% as a key metric for the upcoming quarter.
Diminishing returns from pricing adjustments will likely impact performance. Nestlé will release its first-half 2026 results on July 23. The company targets full-year organic sales growth between 3% and 4%.