Pablo Isla, the new president of Nestlé, has addressed the company's shareholders for the first time in a letter included in the annual report. His remarks come following the release of the 2025 financial results, which reveal a significant 17% decline in profits compared to the previous year. In his communication, Isla expresses his deep commitment and motivation for his new role, while also drawing parallels with his previous experience at Inditex, where he served as the main executive for 17 years. He cites the challenges and dynamics that Nestlé is currently facing, which he tackled during his tenure at Inditex.

The financial results presented by Nestlé indicate not only a downturn in profits but also a broader decline in key performance metrics. Isla's comments suggest that the company is entering a critical phase where strategic decisions will be necessary to navigate these challenges effectively. He emphasizes the importance of adaptability and learning from past experiences as essential elements in guiding Nestlé's future actions and strategies.

Additionally, Isla mentions an upcoming shift in the company's strategy, particularly in relation to its ice cream business. The planned sale of the entire ice cream division signals a significant change in Nestlé's portfolio and highlights a commitment to restructuring the company for better long-term performance. As Isla steps into this leadership role, shareholders will be closely monitoring how these strategies unfold and impact the overall direction of Nestlé amidst its current challenges.