Unilever PLC Sponsored American Depositary Receipt (UL)
Creators have made 155-year-old Vaseline one of Unilever's fastest growing brands, says CMO Leandro Barreto
Barreto said brand leaders thought Vaseline was a straightforward beauty brand, but they learned that customers use the product in many different ways — like on their dog's noses or in their shoes. "We started understanding we should give the brand back to the communities and let them do with it what was more relevant for them," Barreto said.
Is McCormick a Steal Ahead of Game-Changing Unilever Deal?
The proposed combination with Unilever's food business could triple the business, generate shareholder value, and provide sufficient cash flow to enable balance sheet quality and capital returns.
McCormick: A 4% Yield And 35% Upside For This Spice Giant
McCormick is rated a buy, with a 35% upside to a $65 PT, driven by the transformative Unilever Foods deal and a compelling 4% dividend yield. Despite underwhelming Q2 results and ongoing Consumer segment weakness in the Americas, MKC's valuation is at a ten-year low and reflects current headwinds. The Unilever deal is expected to deliver mid/high-single-digit EPS accretion in year one, rising to mid-high teens by year three, with significant scale and geographic diversification.
Unilever explores bid for supplements maker Thorne, FT reports
Unilever is exploring a bid for Thorne, a U.S. supplements maker valued at up to $4 billion, the Financial Times reported on Friday.
Unilever: The Food Deal Helps, But The Stock Looks Fairly Valued
Unilever remains a Hold, with valuation reflecting a balanced risk-reward post-Food business divestiture and ongoing macro headwinds. UL's Q1 saw 3.8% underlying sales growth, driven by emerging markets and Power Brands, with Home Care outperforming and Foods lagging. The McCormick deal delivers UL $15.7B cash, a 9.9% stake in the new entity, and unlocks capital for buybacks and higher-growth initiatives.
Prediction: Unilever's Turnaround Could Drive Shares to $75
Our Unilever (NYSE:UL | UL Price Prediction) call lands on the cautious side of fair value.
McCormick: Unilever Synergies Create A Great Long-Term Story
McCormick & Company is rated 'Buy' due to resilient brands, margin expansion, and a compelling 4% dividend yield at depressed valuations. MKC's planned $45B merger with Unilever's food business is expected to drive 3–5% revenue growth and $600M in run-rate synergies. Despite near-term volume pressures, MKC's pricing power and alignment with health trends support durable growth and expanding operating margins.
McCormick: The Unilever Deal Spooked The Market, But That's The Opportunity
McCormick delivered strong Q1'26 results, with robust margin expansion and reaffirmed FY'26 guidance, despite market skepticism following the Unilever Foods combination announcement. The Unilever Foods deal offers compelling cost synergies ($600M/year by year three) and global distribution opportunities, though near-term leverage will rise to 4x and Unilever shareholders will initially own 55%. MKC's heat portfolio (Frank's RedHot, Cholula) is driving above-average growth and margin uplift, while Flavor Solutions is showing early signs of sustainable margin expansion.
Unilever PLC (UL) Q1 2026 Sales/Trading Call Transcript
Unilever PLC (UL) Q1 2026 Sales/Trading Call Transcript
Unilever begins share buyback as India and LatAm growth offsets slow developed markets
Unilever PLC (LSE:ULVR) said it is launching a €1.5 billion share buyback today as it posted better-than-expected growth for the first quarter of the year, with volume growth driving a rise in underlying sales. The owner of consumer brands ranging from Cif and Colgate to Hellman's and Marmite reported 3.8% underlying sales growth in the first three months of 2026, with volumes up 2.9% and pricing contributing 0.9%.
Unilever Sales Rise Amid Portfolio Overhaul
Underlying sales rose 3.8%, as the consumer-goods company carries out its largest portfolio shuffle yet.
Unilever PLC $UL Shares Sold by Advisors Capital Management LLC
Advisors Capital Management LLC lessened its stake in Unilever PLC (NYSE: UL) by 7.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 614,490 shares of the company's stock after selling 51,004 shares during the period. Advisors Capital Management
