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.
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.
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 & 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 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 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 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.
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.
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.
The maker of spices and seasonings said the London listing would come in addition to its current listing on the New York Stock Exchange.
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.
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.