Death of the consumer conglomerate? Unilever bets less is more

Unilever is betting that shedding food assets and focusing on beauty, personal care and home products will ​close a valuation gap with more focused rivals. The challenge is convincing investors that a simpler company can deliver higher returns.

Reuters • Aug 25, 2026

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.

Seeking Alpha • Aug 24, 2026

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.

New York Post • Aug 23, 2026

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.

Reuters • Aug 22, 2026

U.K. Dividend Stocks Portfolio Review: Summer 2026

I haven't published a review of the UK Dividend Stocks Portfolio since the end of 2024, so there's a fair bit to catch up on. The FTSE All-Share's recent strength has left my portfolio in the dust, and it now lags behind the All-Share on a total return basis over 1, 3, 5, and 10 years, and from inception. I think the portfolio's recent underperformance is a short-term issue, caused by four temporary headwinds that shouldn't have a long-term impact.

Seeking Alpha • Aug 20, 2026

Iran War Pushes Companies to Raise Prices on Beer, Paint, Fries and More

Sherwin-Williams and the brewer of Samuel Adams are among those facing higher commodity and freight costs.

WSJ • Aug 1, 2026

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.

Reuters • Jul 29, 2026

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.

Reuters • Jul 28, 2026

Marmite and Dove owner Unilever warns of price rises due to growing costs

Consumer goods group reports strong sales growth, owing in part to World Cup marketing campaigns

The Guardian • Jul 28, 2026

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.

Proactive Investors • Jul 28, 2026