Barclays takes a cautiously optimistic view of Unilever PLC's (LSE:ULVR) proposed demerger of its ice cream division, home to iconic brands like Magnum, Ben & Jerry's and Wall's, arguing that execution risk and valuation uncertainties may temper the market's enthusiasm in the near term. The planned separation, expected to be completed by the end of 2025, is part of Unilever's broader strategy to sharpen its focus on faster-growing, higher-margin segments.
UBS has stuck a 'sell' tag on Unilever PLC (LSE:ULVR), arguing that optimism around its upcoming ice cream spin-off may already be baked into the share price. With the stock trading at 4,637p and the broker setting a 12-month target of 4,000p, the downside case rests on the view that the Anglo-Dutch giant's turnaround narrative faces structural and cyclical hurdles.
Unilever leads globally in ice cream, capturing 20% of retail value sales. The report offers in-depth analysis of market performance and strategies, focusing on competitive landscape and future prospects. Unilever leads globally in ice cream, capturing 20% of retail value sales. The report offers in-depth analysis of market performance and strategies, focusing on competitive landscape and future prospects.
![]() UL In 1 month Estimated | Quarterly | $0.52 Per Share |
![]() UL 1 month ago Paid | Quarterly | $0.52 Per Share |
![]() UL 3 months ago Paid | Quarterly | $0.47 Per Share |
![]() UL 7 months ago Paid | Quarterly | $0.48 Per Share |
![]() UL 10 months ago Paid | Quarterly | $0.48 Per Share |
![]() UL 16 May 2024 Paid | Quarterly | $0.46 Per Share |
13 Feb 2025 Date | | - Cons. EPS | - EPS |
24 Oct 2024 Date | | - Cons. EPS | - EPS |
25 Jul 2024 Date | | - Cons. EPS | - EPS |
25 Apr 2024 Date | | - Cons. EPS | - EPS |
8 Feb 2024 Date | | 1.35 Cons. EPS | 2.6 EPS |
![]() UL In 1 month Estimated | Quarterly | $0.52 Per Share |
![]() UL 1 month ago Paid | Quarterly | $0.52 Per Share |
![]() UL 3 months ago Paid | Quarterly | $0.47 Per Share |
![]() UL 7 months ago Paid | Quarterly | $0.48 Per Share |
![]() UL 10 months ago Paid | Quarterly | $0.48 Per Share |
![]() UL 16 May 2024 Paid | Quarterly | $0.46 Per Share |
13 Feb 2025 Date | | - Cons. EPS | - EPS |
24 Oct 2024 Date | | - Cons. EPS | - EPS |
25 Jul 2024 Date | | - Cons. EPS | - EPS |
25 Apr 2024 Date | | - Cons. EPS | - EPS |
8 Feb 2024 Date | | 1.35 Cons. EPS | 2.6 EPS |
Household & Personal Products Industry | Consumer Defensive Sector | Mr. Fernando Fernandez CEO | XMUN Exchange | US9047677045 ISIN |
GB Country | 115,964 Employees | 16 May 2025 Last Dividend | 25 May 2006 Last Split | - IPO Date |
Unilever PLC is a global fast-moving consumer goods company with a broad reach across Asia Pacific, Africa, the Americas, and Europe. Founded in 1860 and headquartered in London, United Kingdom, it operates through five main segments: Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream. These segments encompass a wide range of products including hair care, skin care, oral care, deodorants, home cleaning products, nutrition supplements, and ice cream. Unilever is known for its commitment to providing high-quality, everyday products designed to meet the needs and preferences of consumers worldwide. With a vast portfolio of popular brands, Unilever has established a strong presence in the global market, characterizing itself as a leader in the fast-moving consumer goods industry.
Beauty & Wellbeing: This segment offers hair care products (shampoo, conditioner, styling aids), skin care items (moisturizers for face, hand, and body), and prestige beauty and health & wellbeing products, including vitamins, minerals, and supplements.
Personal Care: Involves skin cleansing products like soaps and showers, various deodorants, and oral care products, including toothpaste, toothbrushes, and mouthwash, catering to everyday personal hygiene needs.
Home Care: Focuses on fabric care products such as washing powders and liquids, rinse conditioners, fabric enhancers, and a range of home and hygiene products, ensuring a clean and comfortable living environment.
Nutrition: Offers dressings like mayonnaise and ketchup, scratch cooking aids (soups, bouillons, seasonings), plant-based meats, beverages, and functional nutrition products (Horlicks, Boost), along with tea products, aiming to enhance dietary options and nutrition intake.
Ice Cream: Provides a wide array of ice cream products including in-home and out-of-home selections, catering to diverse tastes and preferences through flavors and formats, under internationally recognized brands.
The company's extensive product lineup is available under notable brands such as AXE, Ben & Jerry's, Cif, Clear, Closeup, Comfort, Cornetto, Dermalogica, Domestos, Dove, Dove Men+Care, Hellmann's, Horlicks, Knorr, LUX, Lifebuoy, Liquid I.V., Magnum, Nutrafol, OMO, Paula's Choice, Pepsodent, Pond's, Rexona, Sunlight, Sunsilk, Surf, TRESemmé, Vaseline, Wall's, Breyers, and Yasso, illustrating Unilever's diversified portfolio and its capability to cater to a wide range of consumer needs and preferences around the globe.