当地时间1月28日，联合利华宣布已签署协议，将其在哥伦比亚和厄瓜多尔的家居护理业务出售给 Alicorp公司。此次交易涵盖在哥伦比亚和厄瓜多尔拥有成熟本地品牌组合的业务，包括Fab、3D、 Aromatel和Deja等品牌，协议具体财务条款不予披露。 ...

Good morning. AI has officially moved into the mainstream. At last week’s World Economic Forum in Davos, OpenAI CFO Sarah Friar noticed a shift: AI is no longer treated as a future experiment or a side conversation. Instead, world leaders are discussing it alongside geopolitics, energy, and security—as a core piece of economic infrastructure.But there’s a problem. Most organizations aren’t actually using AI to its full potential. Friar, who joined OpenAI in June 2024, kept hearing the same concern at Davos: ...

Group 1 - Hein Schumacher has succeeded Peter Feld, who has stepped down to pursue other career opportunities [1] - The group reported an 8.9% increase in sales [1]

Barry Callebaut on Wednesday said it would appoint former Unilever boss Hein Schumacher as its chief executive and reported first quarter results showing it sold less of its cocoa products than expect... ...

（来源：经济日报） 转自：经济日报 记者日前从联合利华获悉，联合利华合肥FTC物流运作中心凭借其"工厂直达消费者"（Factory to Consumer，简称FTC）的创新物流模式以及在供应链敏捷方面的卓越实践，成功入选世界经济论坛全球 灯塔网络，成为 "供应链韧性灯塔"。该中心由此成为全球快消品行业首个、亚洲首个、也是联合利华 全球范围内首个获此殊荣的物流运作中心。继合肥工业园和天津食品工厂获评"灯塔工厂"之后，此次认 证标志着联合利华中国获得第三个"灯塔网络"认证荣誉。 据了解，"全球灯塔网络"是全球先进制造领域最具影响力的评选之一，由世界经济论坛与麦肯锡共同发 起。 联合利华大中华区客户运营副总裁杨纪宝表示："联合利华合肥FTC物流运作中心的成功实践充分彰显 了集团在供应链创新领域的前瞻布局。在新型工业化背景下，我们以不断升级的消费需求为导向，融合 人工智能（AI）等前沿技术，提升端到端的服务体验。作为中国全行业首个获得供应链领域最高等级 认证的运营基地，合肥FTC物流运作中心不断发挥示范引领作用，推动物流运营数字化转型升级，助力 中国供应链体系迈向更高效率、更好服务和更优灵活性的新发展阶段。" 随着 ...

Core Insights - Oakmark International Fund's fourth-quarter 2025 investor letter highlights a focus on long-term capital appreciation through investments in non-U.S. mid and large-cap companies, with a reported return of 4.83% for the fund, slightly underperforming the MSCI World ex USA Index's gain of 5.20% [1] Fund Performance - The fund's top performance contributors were in the healthcare and financial sectors, while consumer staples were the only detractor [1] - The fund's top five holdings can be reviewed for insights into its best investment picks for 2025 [1] Company Focus: Unilever PLC - Unilever PLC is identified as a key stock in the fund's portfolio, operating in various segments including Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream [2] - As of January 14, 2026, Unilever's stock closed at $65.33, with a one-month return of -0.20% and a 10.00% gain over the last 52 weeks, alongside a market capitalization of $142.546 billion [2] - The fund appreciates Unilever's refreshed management team and their strategic initiatives aimed at improving execution and driving consistent growth, particularly in higher-margin categories [3] - Despite a strong outlook, Unilever trades at a discount compared to peers due to historical underperformance, presenting an investment opportunity in a company with strong brands and improved management [3] Market Sentiment - Morgan Stanley has resumed coverage of Unilever with an overweight view, noting that it is not among the 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding the stock at the end of the third quarter [4] - While acknowledging Unilever's potential, there is a belief that certain AI stocks may offer greater upside potential and lower downside risk [4]

Core Viewpoint - Unilever PLC (NYSE:UL) is facing challenges in its stock performance and market confidence, with recent downgrades from analysts indicating concerns over valuation and earnings growth potential [2][3]. Group 1: Analyst Ratings and Price Targets - BNP Paribas downgraded Unilever PLC from Outperform to Neutral with a price target of $71, citing that valuations in the consumer staples sector are expected to remain "cheap" [2]. - Jefferies maintained an Underperform rating but raised its price target for Unilever from 4,000 GBp to 4,100 GBp, highlighting challenges in price and operating margins that limit earnings growth [2]. Group 2: Financial Performance and Market Concerns - Unilever's stock is down by 1.65% year-to-date as of January 9, 2026, indicating a negative market sentiment [3]. - Jefferies noted that volume and mix are expected to be approximately 2% in the fourth-quarter results, with concerns about declining U.S. growth contributions affecting market confidence in the first half of 2026 [2].

PARIS — Unilever Ventures is leaning further into India with new beauty investments in the country. Secret Alchemist, among India’s first clean fragrance indie brands, has raised $3 million in a seed funding round that was led by Unilever Ventures. DSG Consumer Partners also participated. More from WWD The seed round included primary and secondary capital. Inflection Point Ventures, or IPV, had backed Secret Alchemist previously. The funding will be used to expand the brand’s portfolio, strengthen its ...

Core Viewpoint - Unilever Indonesia plans to sell its "Sariwangi" tea business to Savoria Kreasi Rasa for an estimated value of 15 trillion Indonesian Rupiah (excluding tax) [1] Group 1 - The transaction is expected to be completed by March 2 or another mutually agreed date [1] - Unilever Indonesia will return the proceeds from the sale to shareholders in the short term [1] - The company aims to focus on its core business following the sale [1]

Core Insights - Unilever has spun off its ice cream business, Magnum, into a separate company, resulting in a new stock appearing in the portfolio of investors [1] Company Developments - The spin-off of Magnum is a strategic move by Unilever to focus on its core business areas and potentially unlock value for shareholders [1]