PG and UL stand tall in the FMCG arena, with PG showcasing brand strength and pricing power, while UL leverages global reach and innovation to fuel momentum.
Those trends include significantly increased coverage since the lows of 2023, firming sentiment with MarketBeat's reported consensus up to Moderate Buy from Reduce compared to last year, and a rising price target.
Unilever PLC (NYSE:UL ) Q1 2025 Sales/Trading Statement Call April 24, 2025 3:00 AM ET Company Participants Fernando Fernandez - Chief Executive Officer Srinivas Phatak - Acting Chief Financial Officer Jemma Spalton - Head of Investor Relations Conference Call Participants Warren Ackerman - Barclays Guillaume Delmas - UBS Jeff Stent - BNP David Hayes - Jefferies Olivier Nicolai - Goldman Sachs Tom Sykes - Deutsche Bank Celine Pannuti - JPMorgan Sarah Simon - Morgan Stanley Ed Lewis - Redburn Fernando Fernandez Good morning, and welcome to Unilever's First Quarter Trading Statement. Thank you for joining us.
Unilever PLC (LSE:ULVR) reported better sales growth in the first quarter than City analysts expected and kept its full-year outlook unchanged. The FTSE 100 consumer goods giant said its plan to spin off its ice cream unit – which it revealed will be called The Magnum Ice Cream Company – remained on track to be completed by the end of the year.
Consumer-brands giant Unilever said it is on track to meet its goals for the year after first-quarter sales were boosted by its key brands, and despite a hit to turnover from net disposals and currency effects.
Unilever PLC (LSE:ULVR), maker of store cupboard staples such as Marmite and Lipton's Tea, reports its first-quarter results on Thursday (24 April), and after a rocky start to the year, Barclays thinks even modest growth could help calm investor concerns. The consumer goods group signalled back in February that it would begin slowly, and was promptly punished by the market.
The company has demanded Ben & Jerry's Foundation submit to an expedited audit of its donations to continue receiving funding, according to a report.
Unilever's strong performance in 2025, with over 10% gains, contrasts sharply with the S&P 500's nearly 9% loss, highlighting its defensive appeal. Fresh CEO Fernando Fernandez does not expect Unilever to be materially affected by tariffs, thanks to flexible supply chains and international diversification. 58% of Unilever's revenue comes from emerging markets, holding significant foreign currency risks.
Unilever's GAP 2030 strategy focuses on growth, premium segments, and operational efficiency, leading to improved margins and market share recovery in 2024. The company's restructured business model, organized by category, enhances focus and efficiency, with strong performance in the Beauty & Wellbeing and Personal Care segments. Despite competitive pressures and external risks, Unilever's robust presence in emerging markets and strategic focus on top brands drive growth potential.
Ben Cohen launches long-shot bid to buy back ice cream brand he created with Jerry Greenfield in 1978.
Unilever PLC (LSE:ULVR) has acquired Wild, the refillable natural deodorant brand, in a deal believed to value the company at around £230 million. It is widely reported the transaction has earned its co-founders, Charlie Bowes-Lyon and Freddy Ward, a combined sum close to £100 million, though financial terms have not been officially disclosed.
Citi has trimmed its near-term forecasts for Unilever PLC (LSE:ULVR), warning that the consumer goods giant faces a sluggish first half, but it maintains the long-term investment case remains intact. The US bank now expects first-quarter organic sales growth (OSG) of 2.5%, down 40 basis points, citing weak demand in developed markets and a subdued pricing environment in South-East Asia.