Unilever PLC (UL) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

Unilever PLC (UL) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

Seeking Alpha • Feb 17, 2026

Unilever launches €1.5bn buyback as margins improve after ice cream split

Unilever PLC has served up a €1.5 billion share buyback as the consumer good group reported improved sales momentum and expanding profit margins in 2025 after it spun off its ice cream arm. The owner of brands ranging from Marmite, Hellmans and Pot Noodle to Persil, Dove and Lynx posted results showing underlying sales growth was 3.5% for the year, with volumes up 1.5%.

Proactive Investors • Feb 12, 2026

Unilever Profit Rises Amid Strategic Shift

The company said net profit rose to €9.47 billion in 2025, up from €5.7 billion the year prior, as it continues to reshape the business.

WSJ • Feb 12, 2026

Unilever PLC (UL) Q4 2025 Earnings Call Transcript

Unilever PLC (UL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Leading bank downgrades Unilever after recent share price rally

Valuation has moved beyond target despite support from sector rotation and operational progress. Deutsche Bank has downgraded Unilever PLC (LSE:ULVR) to 'hold' from 'buy', keeping its price target unchanged at 5,150p, after a sharp rally in the shares left them trading above valuation support.

Proactive Investors • Feb 9, 2026

Oakmark International Strategy Q4 2025 New Investments And Divestments

Oakmark International Strategy Q4 2025 New Investments And Divestments

Seeking Alpha • Feb 8, 2026

Barclays bets on emerging markets rebound to drive Unilever growth in 2026

Broker says volumes, margins and mix set to improve as India and Asia recover Unilever PLC (LSE:ULVR) is poised for a stronger growth phase in 2026 as its emerging markets portfolio rebounds and cost savings feed through to margins, according to a detailed note from Barclays, which has reiterated its 'overweight' stance on the shares. Barclays argues that Unilever has been “quietly outperforming” peers but has been overshadowed by broader noise in European consumer staples.

Proactive Investors • Feb 3, 2026

Barry Callebaut Appoints Former Unilever Chief as New CEO

Hein Schumacher succeeds Peter Feld, who steps down to pursue other career opportunities. The group also booked an 8.9% rise in sales.

WSJ • Jan 21, 2026

Unilever's Magnum Spin-Off Makes It A Less Bloated, More Predictable Stock

Unilever spun off its ice cream business, Magnum, simplifying operations and focusing on core segments with steadier growth and profitability. Post-spin, UL's revenue and margins become more stable, reducing volatility and improving cash flow quality due to lower capex and working capital needs. UL's dividend yield remains robust (3.5–4%), now funded by less cyclical cash flows, but offers little growth beyond inflation.

Seeking Alpha • Jan 6, 2026

How Unilever's huge bet on influencers led to a creator economy gold rush

Unilever this year announced a plan to increase the number of influencers it works with by 20 times. Influencer marketing insiders say it led to a gold rush for some areas of the creator economy.

Business Insider • Dec 23, 2025