Ice-cream spin-off turns up heat on Unilever to deliver on growth, margins

With The Magnum Ice Cream Company's supply-chain chills gone, the pressure is on Unilever to show that its shift towards beauty and wellbeing can fire up growth and margins.

Reuters • Dec 12, 2025

Unilever PLC (UL) Discusses Leadership Transition, Portfolio Changes, and Cultural Transformation Transcript

Unilever PLC (UL) Discusses Leadership Transition, Portfolio Changes, and Cultural Transformation Transcript

Seeking Alpha • Dec 11, 2025

Unilever's new ice-cream-free era does not impress all analysts

Not all analysts are bullish about prospects for Unilever PLC (LSE:ULVR) after it demerged its ice cream arm, with UBS keeping its 'sell' rating as it predicts difficulty for the shares.   While other analysts rushed to hail an exciting new era for the Hellmanns-to-Domestos maker, the Swiss bank trimmed its 12-month price target to 4,440p from 4,635p, citing subdued market growth and earnings dilution from the demerger of its tea, coffee and ice cream businesses, The Magnum Ice Cream Company, which was completed last weekend.

Proactive Investors • Dec 10, 2025

Unilever allocates $1.7 billion a year for M&A with US focus, says CEO

Unilever is allocating about 1.5 billion euros ($1.74 billion) a year for mergers and acquisitions, focusing heavily on deals in the United States, CEO Fernando Fernandez said on Tuesday.

Reuters • Dec 9, 2025

Unilever shares jump as share consolidation takes effect

Unilever PLC (LSE:ULVR) shares showed a jump of nearly 13% in early trading on Tuesday, after the consumer goods giant completed a share consolidation following the demerger of its ice cream arm, The Magnum Ice Cream Company. The share consolidation was carried out at a ratio of eight new shares for every nine existing shares, with admission of the new shares taking place at the start of trading on Tuesday.

Proactive Investors • Dec 9, 2025

Unilever set for growth breakthrough after ice cream scoop-out, says Barclays

Unilever PLC (LSE:ULVR) is entering what analysts at Barclays and JPMorgan believe is a game-changing period after scooping out its ice cream arm.  "We believe 2026 will be Unilever's inflection point," said Barclays, predicting a year when the Marmite, Hellmann's, Comfort and Domestos maker will "prove its volume muscle".

Proactive Investors • Dec 9, 2025

Unilever spinoff Magnum Ice Cream debuts on Amsterdam stock market

Unilever's ice cream spinoff has become the world's largest standalone ice cream business after debuting on the Amsterdam stock market. The consumer goods giant first announced plans to spin off its ice cream unit, which includes Ben & Jerry's and Magnum, in March last year.

CNBC • Dec 8, 2025

Biggest Stock Movers Today, Dec. 8: CFLT, UL, & More

Major stock market indexes were mixed on Thursday. Some AI stocks rose while others fell as earnings results kept coming out.

The Motley Fool • Dec 8, 2025

Exclusive: Ben & Jerry's board chair does not plan to resign as pressure mounts from Unilever unit

The chair of Ben & Jerry's independent board said she has no plans to resign as Unilever pressures her ahead of Monday's public spinoff of its Magnum ice cream division, which will include the Vermont-based brand.

Reuters • Dec 7, 2025

Unilever to complete ice-cream spin-off this weekend

Unilever PLC (LSE:ULVR) said it will complete the demerger of its ice-cream arm, now renamed The Magnum Ice Cream Company (TMICC), on Saturday 6 December, with the new business set to begin trading on Monday 8 December in Amsterdam, London and New York. The update follows the publication of TMICC's prospectus for its listings on Euronext Amsterdam and the London Stock Exchange, and confirmation that its US registration statement has become effective ahead of a New York Stock Exchange debut.

Proactive Investors • Dec 5, 2025