It has been a tough year for the consumer goods giants, and Unilever PLC (LSE:ULVR) finds itself squarely in the crosshairs of a nervous market. JP Morgan thinks investors should brace for a choppy reporting season, with slowing demand and waning pricing power weighing on sentiment across the sector.
Citi has kept faith with Unilever PLC (LSE:ULVR) despite a tricky near-term outlook, reiterating its “buy” rating and £52 target price even as it warns that third-quarter growth may leave investors underwhelmed. The broker expects underlying sales growth of 3.6% in the quarter, dented by headwinds in goods and services tax changes and in Latin America.
Jerry Greenfield has been at odds with Unilever over his social activism.
Unilever PLC (LSE:ULVR) ice cream brand Ben & Jerry's co-founder Jerry Greenfield has left the company over the loss of independence imposed by its FTSE 100-listed parent. Greenfield said in a letter that he was quitting as Unilever put a halt to its social activism, which seemed to come a head in 2021 when the brand said it would stop selling in Israeli settlements in the occupied West Bank and East Jerusalem.
Unilever PLC (NYSE:UL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 9:00 AM EDT Company Participants Fernando Fernandez - CEO & Director Conference Call Participants Warren Ackerman - Barclays Bank PLC, Research Division Presentation Warren Ackerman Head of European Consumer Equity Research The format today is Fernando is going to do a set this presentation for about 30 minutes. And then I've got a few questions for him for 10 minutes, 10, 15 minutes or 10 minutes.
The story here is that Unilever PLC's (LSE:ULVR) organic sales growth (OSG) for the second quarter came in at 3.8%, which Barclays sees as competitive, especially against tough comparisons and in a tricky consumer environment. Looking ahead, it forecasts OSG picking up sequentially to 4.1% in Q3 and 4.6% in Q4, driven by a bounce-back in Asia and sustained momentum in developed markets.
Unilever PLC (NYSE:UL ) Q2 2025 Earnings Conference Call July 31, 2025 3:00 AM ET Company Participants Fernando Fernandez - CEO & Director Jemma Spalton - Head of Investor Relations Srinivas Phatak - Acting CFO & Group Controller Conference Call Participants Callum Elliott - Sanford C. Bernstein & Co., LLC.
Unilever PLC (LSE:ULVR) reported an improvement in sales growth in the second quarter of the year but saw profits shrink. The FTSE 100-listed consumer goods giant posted interim results showing underlying sales growth of 3.4% for the six month of 2025, boosted by growth of 3.8% in the second quarter, which was stronger than analysts expected.
Unilever's transformation—simplified structure, focused leadership, and strategic spinoffs—positions it to finally break out of a near decade-long stagnation. Core strengths remain unmatched: global distribution reach and powerful brands, especially in emerging markets, support long-term growth potential. New CEO Fernandez brings operational discipline, prioritizing gross margin and hard-currency EPS growth, with executive incentives aligned to these goals.
Jochanan Senf, a Dutch Unilever executive who previously managed Ben & Jerry's Europe business, will start in the new role this month.
Jochanan Senf, a longtime Unilever executive, starts in the role this month.
A campaign for Crumbl cookie-scented Dove was pushed by an army of influencers—with AI help. And Unilever aims to bring the same playbook to more of its humdrum toiletries.