Overview
- Executives describe a pivot from rapid, reactive moves to a slower strategic cycle in which results are expected over months rather than days, with Nestlé urging patience and a new way of operating.
- Efficiency has become non‑negotiable as firms can no longer pass inefficiencies to prices due to slower inflation, a shift professional services firms say forced deep operational reviews.
- Companies are reworking go‑to‑market models by cutting intermediaries and professionalizing channels, with dairy brand Luz Azul moving to direct operation of stores after franchise strain.
- Workforces have been tightened through layoffs, automation and a push for specialized profiles, reflecting a lasting restructuring of private employment.
- Financial stress remains a brake, with rising delinquency at banks and fintechs and strained food-sector balance sheets, even as some leaders see a modest 2026 consumption rebound and greater external integration; global overcapacity led by China pressures prices, though Vaca Muerta offers a local cost edge.