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Ben & Jerry’s has removed three members from its independent board, as part of new governance practices introduced by the iconic ice cream company. Magnum Ice Cream Company (NYSE:MICC) , which houses brands like Ben & jerry’s and Cornetto, will be enforcing a new policy that restricts the tenure of board members to nine years. As a result, Chair Anuradha Mittal, two other long-time directors, Daryn Dodson and Jennifer Henderson, will not qualify for re-election in 2026. Mittal had told Reuters earlier this ...

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. ...

We recently published 13 Best ADR Stocks to Invest In.  Unilever PLC (NYSE:UL) is one of the best ADR stocks. Unilever PLC (NYSE:UL) is one of the biggest consumer goods companies in the world. The start of the year has been quite busy for the firm as it completes its divestment of the ice cream brand Magnum and its CEO announces an allocation of €1.5 billion for mergers and acquisitions. On December 9th, Unilever PLC (NYSE:UL) CEO Fernando Fernandez explained that the firm will focus on the US through th ...

Question-and-Answer SessionIt's my pleasure. Obviously, there was a lot of change this year. You became CEO during that year. And yesterday, the Magnum company has started its life as an independent company. Obviously, you came with the remit to accelerate change, and we saw as well there's been some disposals, some acquisition. But what I'm interested to know is from within, what acceleration of change has been like at Unilever under your leadership?Fernando FernandezCEO & Director Well, yes, it has been a ...

Core Viewpoint - Unilever PLC is undergoing significant changes, including the demerger of its ice cream arm, which has led to mixed reactions from analysts and investors [1][3][6] Financial Performance - UBS maintains a "Sell" rating for Unilever, adjusting its price target from 4,635 GBp to 4,440 GBp, indicating potential challenges ahead [2][6] - The current stock price of Unilever is $64.19, with a market capitalization of approximately $158.79 billion [5] Market Growth and Challenges - The demerger of Unilever's ice cream, tea, and coffee businesses raises concerns about market growth and earnings dilution, with UBS suggesting an 8.4% potential downside from the current share price [3][6] - Unilever aims for mid-single-digit underlying sales growth in the medium term, despite current market volume growth being closer to 1% [4][6] Operational Expectations - Unilever expects its operating margin, excluding ice cream, to be at least 19.5% for the second half of the year [4] - The company reaffirms its fourth-quarter volume growth guidance to match the third quarter's 1.7% [3]

Joining us now is Magnum CEO Peter Dulov. >> Thank you very much for joining us, Peter. Peter the ice cream guy is here.Um, so, so why why is this spin-off happening now. >> Uh, focus. Uh, Unilver needed to focus on this category and we needed real focus on ice cream.I now have 19,000 people who go to bed thinking about ice cream, who get up thinking about ice cream and we're able to infest behind a gross opportunity. and we don't have to balance that between all kinds of different categories in unilver but ...

12月8日，两大美妆集团做起了"加减法"。 一则是欧莱雅集团宣布将从EQT等领导的财团手中收购丝塔芙母公司高德美（Galderma）10%的股份。 由此，欧莱雅集团在高德美的持股比例从10%增至20%。 更大的一笔交易是，今年10月，欧莱雅斥资40亿欧元拿下开云集团多个奢侈品品牌美妆授权。彼时，欧 莱雅集团首席执行官叶鸿慕在接受21世纪经济报道等媒体采访时，被问及与开云的合作也难掩笑意，他 表示，"这一方面是两大公司强强联手，另一方面，也是证明我们作为一家美妆集团，有能力赋能时尚 品牌成为优秀的美妆品牌。" 而这一巨额并购的背景是，正值欧莱雅业绩的回升期。备受关注的北亚区实现了两年来的首次正增长。 其中，中国大陆市场在第三季度恢复中个位数增长，这一改善主要得益于高档化妆品部的复苏以及兰 蔻、赫莲娜等品牌的明星产品创新。 值得一提的是，在中国市场，欧莱雅也动作连连。同在10月，欧莱雅还入股自然堂。根据自然堂官方披 露的信息，自然堂在上市之前先后引入欧莱雅和加华资本作为战略投资者，其中欧莱雅投资4.42亿元， 持有自然堂控股6.67%的股份。随即11月，欧莱雅再投国产护肤品牌LAN兰。 "美学是我们核心美容业务的 ...

Core Views - The article discusses the contrasting strategies of two major beauty groups, L'Oréal and Unilever, highlighting L'Oréal's aggressive acquisition approach and Unilever's focus on divesting non-core assets [2][8]. Group 1: L'Oréal's Acquisition Strategy - L'Oréal announced the acquisition of an additional 10% stake in Galderma, increasing its ownership from 10% to 20%, with plans to explore further scientific research collaborations [1][6]. - The acquisition is part of L'Oréal's ambition to penetrate the rapidly growing medical aesthetics market, alongside its investments in high-end and clean beauty segments [6][8]. - In October, L'Oréal made a significant investment of €4 billion to acquire beauty licenses from Kering Group, indicating a strong recovery in its performance, particularly in the North Asia region [6][7]. Group 2: Unilever's Divestment Strategy - Unilever is undergoing a restructuring process, focusing on core businesses by divesting over 20 non-core beauty and personal care brands, including the planned spin-off of its ice cream business [1][7]. - The CEO of Unilever emphasized that the spin-off aims to create a more streamlined company focused on higher profit margins in beauty and personal care sectors [7][8]. - Unilever's recent quarterly results showed improvement in sales growth after excluding the ice cream business, indicating a positive trend in its core operations [7][8]. Group 3: Industry Trends and Brand Matrix - The contrasting strategies of L'Oréal and Unilever reflect a broader industry trend where companies are either expanding their brand portfolios or optimizing them by shedding non-core assets [8][9]. - The ideal brand matrix should exhibit strategic synergy, growth gradient, and profit orientation, allowing companies to withstand market fluctuations [10]. - Other beauty brands, including Estée Lauder, are also reviewing their brand portfolios, indicating a shift towards optimizing brand performance and profitability [9].

12月8日，两大美妆集团做起了"加减法"。 一则是欧莱雅集团宣布将从EQT等领导的财团手中收购丝塔芙母公司高德美（Galderma）10%的股份。 由此，欧莱雅集团在高德美的持股比例从10%增至20%。 "美学是我们核心美容业务的一个重要邻近领域，我们热衷于继续探索。"欧莱雅首席执行官叶鸿慕表 示，"我们在2024年对高德美的初步战略投资非常成功，因此我们渴望巩固并进一步扩展合作关系。" 另一则是梦龙冰淇淋公司（The Magnum Ice Cream Company N.V.）宣布其普通股于荷兰、英国、美国 三地正式上市交易。此举标志着联合利华冰淇淋业务分拆工作基本完成。 高德美在公告中表示，其和欧莱雅还计划探索更多共同感兴趣的科学研究项目。"我们对欧莱雅的增资 感到欣慰，这肯定了我们的发展方向，并预示着未来几年我们将创造更高的价值。"高德美首席执行官 Flemming Rnskov表示，"进入2026年，我们仍将全力专注于我们的整体皮肤学战略。" 而欧莱雅在官宣消息中提到，"此次收购高德美额外10%的股份，实际上是重申了欧莱雅进军快速增长 的医美市场的雄心"。事实上，不仅是对医美市场，对高端美妆、纯净美妆 ...