Unilever PLC Sponsored American Depositary Receipt (UL)
Unilever on JP Morgan positive watch as Haleon faces caution
Unilever PLC (LSE:ULVR) is on JP Morgan's 'positive watch', and Haleon PLC (LSE:HLN, NYSE:HLN) on 'negative watch', ahead of third-quarter reporting by European consumer staples companies. The note adds Givaudan to positive watch alongside Unilever, Heineken N.V.
McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside
The main criticism has long been McCormick's persistently high valuation, typically at the high end of the consumer discretionary range, creating a hurdle for value-conscious investors—but that hurdle is not present this year. Trading at approximately 15x its current-year earnings forecast, the stock is as cheap as it's going to get, and a robust recovery could lie ahead.
Unilever: 15-Year-High Volume Growth Isn't Enough
Unilever PLC remains a Hold, as its current valuation reflects a balanced risk-reward and leaves little margin of safety. UL delivered its strongest volume growth in over 15 years, with Q2 underlying sales up 5.8% and margin improvement, supported by emerging markets. Portfolio streamlining, including potential divestitures and the McCormick deal, positions UL for capital influx and future buybacks, but macro and private label risks persist.
Unilever: Buy For Low-Volatility Exposure To Emerging Market Growth
Unilever offers unique exposure to emerging market growth, with 60% of revenue sourced from developing economies—double that of key peers. UL combines high emerging market growth (Q2 2026: 8.9% in Latin America, 10% in India) with developed-market defensiveness (24-month Beta of 0.16). The company's local production, established brand loyalty, and rural micro-distribution network are difficult to replicate, providing a deep competitive moat in emerging markets.
Judge dismisses major parts of Ben & Jerry's lawsuit accusing Unilever of silencing social activism
The dismissed claims relate primarily to how Ben and Jerry's operates, while the two claims that survived in full relate to missed payments by Unilever.
Judge narrows Ben & Jerry's lawsuit accusing Unilever of silencing social activism
A federal judge on Friday dismissed major portions of a Ben & Jerry's lawsuit accusing its former parent Unilever of trying to silence the ice cream maker's social activism, dismantle its board and stop funding its namesake foundation.
McCormick: The Market Still Underestimates The Unilever Deal
McCormick & Company Incorporated remains a Buy, with valuation offering a solid margin of safety and re-rating potential post-Unilever deal. Q2 delivered 16.9% YoY revenue growth, driven by the McCormick de Mexico acquisition and organic pricing, reaffirming 2026 guidance for sales and margin expansion. Risks include higher leverage post-deal, potential selling pressure from Unilever shareholders, and persistent consumer trade-downs to private labels impacting legacy brands.
Unilever agrees two-year worker protection after $65 billion McCormick merger, memo shows
Unilever has agreed to protect employment terms of workers in its European and British food business for two years after the planned 2027 completion of its $65 billion merger of the unit with U.S. spice maker McCormick , according to a memo seen by Reuters.
Unilever Q2 Earnings Call Highlights
Unilever NYSE: UL reported accelerating volume-led growth in the second quarter, prompting the consumer products company to raise its full-year outlook as it expects pricing to become a larger contributor in the second half.
Unilever posts strongest sales growth in a decade
Unilever PLC (LSE:ULVR) has nudged its full-year outlook upwards after posting its strongest quarterly volume growth in more than a decade. The consumer goods group reported underlying sales rose 5.8% in the second quarter, ahead of the 4.14% City analyst consensus and up from 3.8% in the first quarter.
Unilever Raises Outlook After Sales Growth Accelerates
Underlying sales for the Dove soap maker rose 5.8% on year in the second quarter, compared with 3.1% a year ago, excluding ice-cream.
Unilever tops second-quarter sales growth estimates as volumes rise
Consumer goods giant Unilever beat second-quarter sales growth estimates on Tuesday, helped by higher volumes and prices, as its home care and beauty brands benefited from consumers reaching for trusted household names despite uncertainty from the Iran war.
