The Rising Influence of Rising Affluence

[DewDiligence]

Nestle is benefitting from a big presence in emerging markets:

http://online.wsj.com/article/SB10001424127887324162304578303261113027892.html

Chief Financial Officer Wan Ling Martello said Nestlé remains optimistic about emerging markets. The company recorded double-digit growth in Greater China, Africa and the Middle East during the year…lifted by new products such as the Milo malt drink with added fiber and a ready-to-eat version of its Golden Morn breakfast cereal.

Nestle derives ~40% of sales from emerging markets and is a solid play on TGDT, but I like MDLZ better because it is even more strongly focused on emerging markets. Moreover, Nestle does not have sponsored ADR shares.