Nestlé’s Russia Exposure Escalates

Nestlé’s operating and regulatory exposure widened as Russia moved from temporary control of its assets toward external administration, while India pursued infant-nutrition cases. Packaging sustainability also shifted from material research to a broader infrastructure problem, as recycled-content limits and weak collection systems challenged recyclability claims.

At the same time, GLP-1 demand created a new consumer-health opportunity and pulled retailers and brands toward the same emerging shopper need. Companies continued placing large bets on growth, led by Coca-Cola’s planned $10 billion U.S. investment through 2030.