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Group 1 - Unilever gained more than 10% in 2025 to date on a total return basis, while the S&P 500 lost almost 9% [1] - Unilever represents around 7% of the portfolio weight, making it one of the largest positions for the analyst [1] - The approach taken is mostly value-oriented, focusing on long-term chances or risks rather than short- to mid-term timing indicators [1] Group 2 - The analyst holds a beneficial long position in Unilever shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance is not a guarantee of future results and does not provide specific investment recommendations [3]

Group 1 - Unilever has a strong market position in Europe, is increasing sales in India, and is developing new premium products [1] - The company benefits from a powerful scale and a deep brand portfolio, which supports its growth strategy [1] Group 2 - The analyst has extensive experience in private banking, corporate finance, and strategic advisory across multiple continents [1] - The focus is on providing well-researched insights into various industries and asset classes, including high-growth technology equities and undervalued blue-chip stocks [1]

中国烧烤烤肉产业新里程：联合利华饮食策划与花 椒餐服集团达成深度合作 2025年3月24日,《联合利华饮食策划总冠名2025中国烧烤烤肉大会签约发布会》在辽宁沈阳隆重举办,吸 引众多产业领导、嘉宾及媒体的广泛关注。 中国烧烤烤肉大会由花椒餐服集团主办,大会始终聚焦烧烤烤肉赛道,通过链接烧烤烤肉上下游产业,凝聚 行业力量,促进行业交流,旨在构建良性循环的行业生态系统。自2018年起,已经成功举办四届大会,已然成 为立足东北、辐射全国的垂直盛会,更是业内公认的权威的产业交流与合作平台。花椒餐服集团基于与 联合利华饮食策划对烧烤烤肉市场的深刻理解和共同愿景,促成本次高度契合的联袂合作。 签约发布会上,双方领导的致辞让现场嘉宾对合作充满期待。花椒餐服集团创始人滕飞先生表示,此次合 作将为烧烤烤肉行业注入蓬勃活力和发展机遇,并进一步促进全产业链路搭建。 联合利华饮食策划北区销售策略与运营负责人曹站立先生则强调,联合利华饮食策划提供餐饮解决方案 侧的专业力及创新力,凭借其在调味品领域的实战优势和对行业的前沿理解,通过菜式研发和数字化工具, 为餐饮从业者提供全方位支持。相信在双方强强联合下,必将共同打造更具影响力的行业盛会 ...

Ben & Jerry's accused its parent company, Unilever, of ousting its CEO, court documents show.Ben & Jerry's suit against Unilever, which is ongoing, accused it in a new filing of silencing activism.Attorneys for Ben & Jerry's said activism is integral to its brand, attracting customers.Ice cream brand Ben & Jerry's accused its parent company Unilever of ousting its chief executive, according to new court filings. The removal of CEO David Stever came after disagreements over the ice cream brand's commitment ...

Ben and Jerry's claims its chief executive has been sacked amid a longstanding row with its UK parent firm over the ice cream maker's political activism.Court documents allege David Stever was being removed from his post by Unilever because he was too outspoken on social issues. Last month the ice cream company, which had launched a flavour in support of Democrat presidential candidate Kamala Harris, accused Unilever of demanding it stop any public criticism of Donald Trump.Money latest: 'I've created somet ...

Financial Performance - In 2024, Unilever experienced negative net material inflation of €(0.4) billion due to decreased commodity prices towards the end of 2023 and into the first half of 2024[1433]. - Dividends declared for 2024 were £1.48 per share, consistent with the previous year, while dividends paid were £1.47 per share[1429]. - In 2024, sales in Iran accounted for significantly less than 0.5% of Unilever's worldwide turnover, with gross revenues of approximately €2,842,776 and net profits of less than €1,168,954[1448]. - Audit fees for 2024 amounted to €32 million, an increase from €23 million in both 2023 and 2022[1513]. - There have been no material defaults in the payment of principal or interest related to the Group's indebtedness[1498]. Shareholder Engagement - Approximately 40% of Unilever's ordinary shares were held in the United States in 2024, indicating a strong presence in the US market[1424]. - The company announced a share buyback program of up to €1.5 billion on 8 February 2024, completing the program on 5 November 2024, with a total of 27,368,909 shares repurchased at an average price of €54.8 per share[1509]. - Under the first tranche of the buyback, 13,437,701 shares were purchased for an aggregate market value of €700,101,906, while the second tranche involved 13,931,208 shares for €799,897,969[1510]. - PLC received $5,084,322 from Deutsche Bank for processing cash distributions and other reimbursements in relation to the ADS program for fiscal year 2024[1497]. - Any unclaimed dividends after 12 years revert to PLC, and unclaimed amounts may be invested for the benefit of PLC[1505]. Innovation and Research - The company invested approximately €900 million in R&D each year for the last three years, focusing on innovations and sustainable practices[1438]. - Unilever holds over 20,000 patents, with significant advancements in microbiome research leading to new product innovations[1440]. - Unilever's innovation strategy includes the use of digital and automated technology to enhance product development efficiency[1439]. Sustainability Initiatives - The company is committed to sustainability goals, focusing on renewable materials and reducing plastic pollution[1441]. - The company’s sustainability strategy includes 15 external goals across four priority areas: Climate, Nature, Plastics, and Livelihoods[1538]. - Unilever aims for a 100% reduction in Scope 1 and 2 GHG emissions by 2030, using a 2015 baseline[1609]. - The company targets a 42.0% reduction in Scope 3 energy and industrial GHG emissions by 2030, against a 2021 baseline[1610]. - Unilever's Climate Transition Action Plan (CTAP) outlines 2030 climate targets and aims for net zero GHG emissions by 2039[1608]. Cyber Security - Unilever's Cyber Security Risk Management Framework is aligned with industry standards, promoting a culture of cyber security awareness across the organization[1453]. - No known cyber security incidents materially affected Unilever during the year ended December 31, 2024[1455]. - The Chief Financial Officer (CFO) oversees cyber security risk management, supported by a dedicated team and regular briefings to the executive leadership team[1452]. - The Information Protection Council (IPC) actively reviews and prioritizes cyber security risk management initiatives across the enterprise[1459]. - Unilever's cyber security policies are subject to periodic review and modifications based on changes in risk, ensuring continuous improvement in resilience posture[1466]. Operational Footprint - The average number of employees in 2024 included 129 seasonal workers, reflecting a stable relationship with labor unions[1414]. - Unilever operates over 250 factories globally and employs over 120,000 employees[1553]. - The Group currently has no plans to construct or materially expand existing facilities, indicating a stable operational footprint[1450]. - Unilever's properties are predominantly used for production and distribution activities, with no individual property being materially significant to the Group as a whole[1449]. Risk Management - The company has established processes to manage risks related to the integrity of sustainability information disclosed[1552]. - Water withdrawal from operations and upstream value chain could lead to water shortages, particularly in high water stress areas[1592]. - The risk of biodiversity loss could escalate into shock events affecting commodities and financial markets[1593]. - Hazardous waste from product manufacturing and disposal may lead to environmental contamination and public health issues[1594]. - Compliance with Extended Producer Responsibility (EPR) schemes could lead to higher expenses for waste management and packaging redesign[1594].

Core Insights - Unilever's stock has recently declined due to a Q4 earnings miss and the unexpected departure of its CEO, which surprised analysts [1]. Company Summary - Unilever (UL) is facing challenges as its stock price has dipped following disappointing earnings results for Q4 [1]. - The sudden resignation of the CEO has added to the uncertainty surrounding the company, impacting investor sentiment [1].

Core Viewpoint - Unilever's CEO Hein Schumacher is stepping down after less than two years, with CFO Fernando Fernandez set to replace him, effective March 1, 2024 [1][2] Group 1: Leadership Changes - Hein Schumacher will leave his position as CEO and board director in March 2024, with his departure being by mutual agreement [1] - Fernando Fernandez will assume the role of CEO, while Srinivas Phatak will take over as interim CFO [4] Group 2: Company Performance and Outlook - Unilever's 2025 outlook and medium-term guidance remain unchanged following the leadership announcement [2] - The company has shown solid financial progress during 2024, with a focus on resetting its strategy under Schumacher's leadership [2][3] - Unilever's performance over the past 18 months has been strong, marked by greater focus and disciplined execution [5] Group 3: Market Reaction - Following the announcement, Unilever's shares fell approximately 1.6% by midday in London [2] - The decision to change leadership was described as unexpected, especially given the company's recent outperformance compared to peers in the consumer goods sector [4][5]