16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)

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 earningsNestle portfolio of brandsKraft-Heinz breakup signals the end of scale at all costs (previous episode)Chapters06:26 Understanding the Layoffs08:50 Metrics for Winning in Business11:04 Strategic Cash Deployment13:09 Job Cuts and Sales Growth14:22 The Reality Behind Spending Trends17:03 Navigating Consumer Confidence21:23 Analyzing Nestle's Growth Beyond the Headlines25:20 Where Will the Capital Go?27:12 Lessons from Nestle's Business ModelLearn more about Executive Presentation and Storytelling Training with Management ConsultedMore Market Outsiders:Connect with Namaan and Jenny Rae on LinkedInFollow Management Consulted on LinkedIn and subscribe on YouTube